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Ascent Group’s McDonald's MCD Stock Holding History

Ascent Group’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 		$6.73M Buy
21,647
+6
+0% +$1.91K 0.23% 95
2025
Q4 		$6.61M Buy
21,641
+391
+2% +$120K 0.23% 95
2025
Q3 		$6.46M Buy
21,250
+4,811
+29% +$1.46M 0.23% 95
2025
Q2 		$4.8M Sell
16,439
-1,085
-6% -$334K 0.19% 114
2025
Q1 		$5.47M Buy
17,524
+1,693
+11% +$506K 0.24% 90
2024
Q4 		$4.59M Sell
15,831
-110
-0.7% -$32.8K 0.34% 70
2024
Q3 		$4.85M Sell
15,941
-6,960
-30% -$1.92M 0.37% 60
2024
Q2 		$5.84M Buy
22,901
+881
+4% +$234K 0.48% 46
2024
Q1 		$6.21M Buy
22,020
+4,485
+26% +$1.3M 0.55% 32
2023
Q4 		$5.08M Buy
17,535
+458
+3% +$125K 0.48% 45
2023
Q3 		$4.56M Sell
17,077
-4,662
-21% -$1.33M 0.5% 40
2023
Q2 		$6.3M Buy
21,739
+2,707
+14% +$786K 0.69% 29
2023
Q1 		$5.32M Buy
19,032
+880
+5% +$236K 0.57% 34
2022
Q4 		$4.78M Buy
18,152
+763
+4% +$201K 0.56% 34
2022
Q3 		$4.74M Buy
17,389
+2,188
+14% +$559K 0.58% 32
2022
Q2 		$4M Buy
15,201
+592
+4% +$146K 0.48% 47
2022
Q1 		$3.61M Sell
14,609
-267
-2% -$66.5K 0.42% 73
2021
Q4 		$3.79M Buy
+14,876
New +$3.76M 0.48% 54

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 $137B AUM 18.02% 1-Year Est. Return

Ascent Group's MCD Position: Q1 2026 in Review

Ascent Group increased its McDonald's (MCD) stake by 0.03% in Q1 2026, buying an estimated $1.91K and bringing the position to 21,647 shares worth $6.73M. The position accounts for 0.23% of the portfolio, ranked #95.

Ascent Group first reported a position in MCD in Q4 2021 and has held it in 18 quarters since. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Ascent Group held 21,647 shares of McDonald's worth $6.73M as of Q1 2026.
  • Ascent Group bought 6 McDonald's shares in Q1 2026, an estimated $1.91K.
  • McDonald's made up 0.23% of Ascent Group's portfolio in Q1 2026, its #95 holding.
  • Ascent Group first reported a position in McDonald's in Q4 2021 and has held it in 18 quarters since.
  • 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Ascent Group's 13F filing for Q1 2026, filed 15 May 2026.