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Arrowroot Family Office’s McDonald's MCD Stock Holding History

Arrowroot Family Office’s Portfolio MCD Stock Details MCD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$354K Buy
1,139
+214
+23% +$68.2K 0.12% 120
2025
Q4 		$283K Sell
925
-277
-23% -$84.8K 0.1% 121
2025
Q3 		$365K Buy
+1,202
New +$366K 0.15% 101
2024
Q4 		$201K Buy
+694
New +$207K 0.1% 131

Other funds holding MCD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return

Arrowroot Family Office's MCD Position: Q1 2026 in Review

Arrowroot Family Office increased its McDonald's (MCD) stake by 23% in Q1 2026, buying an estimated $68.2K and bringing the position to 1,139 shares worth $354K. The position accounts for 0.12% of the portfolio, ranked #120.

Arrowroot Family Office first reported a position in MCD in Q4 2024 and has held it in 4 quarters since. The position peaked at $365K in Q3 2025. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Arrowroot Family Office held 1,139 shares of McDonald's worth $354K as of Q1 2026.
  • Arrowroot Family Office bought 214 McDonald's shares in Q1 2026, an estimated $68.2K.
  • McDonald's made up 0.12% of Arrowroot Family Office's portfolio in Q1 2026, its #120 holding.
  • Arrowroot Family Office first reported a position in McDonald's in Q4 2024 and has held it in 4 quarters since.
  • Arrowroot Family Office's McDonald's position peaked at $365K in Q3 2025.
  • 3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Arrowroot Family Office's 13F filing for Q1 2026, filed 14 May 2026.