Aspiriant LLC’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $527K | Sell |
1,695
-82
| -5% | -$26.1K | 0.02% | 211 |
|
|
2025
Q4 | $543K | Buy |
1,777
+36
| +2% | +$11K | 0.02% | 202 |
|
|
2025
Q3 | $529K | Sell |
1,741
-115
| -6% | -$35K | 0.02% | 193 |
|
|
2025
Q2 | $542K | Sell |
1,856
-73
| -4% | -$22.5K | 0.02% | 188 |
|
|
2025
Q1 | $602K | Sell |
1,929
-633
| -25% | -$189K | 0.02% | 173 |
|
|
2024
Q4 | $743K | Sell |
2,562
-71
| -3% | -$21.2K | 0.03% | 164 |
|
|
2024
Q3 | $802K | Sell |
2,633
-203
| -7% | -$56K | 0.03% | 160 |
|
|
2024
Q2 | $723K | Sell |
2,836
-380
| -12% | -$101K | 0.03% | 168 |
|
|
2024
Q1 | $907K | Buy |
3,216
+87
| +3% | +$25.3K | 0.04% | 151 |
|
|
2023
Q4 | $928K | Sell |
3,129
-218
| -7% | -$59.3K | 0.04% | 150 |
|
|
2023
Q3 | $882K | Buy |
3,347
+63
| +2% | +$18K | 0.05% | 142 |
|
|
2023
Q2 | $980K | Sell |
3,284
-23
| -0.7% | -$6.68K | 0.05% | 134 |
|
|
2023
Q1 | $925K | Buy |
3,307
+122
| +4% | +$32.7K | 0.05% | 136 |
|
|
2022
Q4 | $839K | Sell |
3,185
-45
| -1% | -$11.9K | 0.04% | 142 |
|
|
2022
Q3 | $746K | Buy |
3,230
+640
| +25% | +$164K | 0.04% | 142 |
|
|
2022
Q2 | $639K | Buy |
2,590
+93
| +4% | +$22.9K | 0.03% | 150 |
|
|
2022
Q1 | $617K | Sell |
2,497
-107
| -4% | -$26.7K | 0.03% | 158 |
|
|
2021
Q4 | $698K | Buy |
2,604
+386
| +17% | +$97.5K | 0.04% | 162 |
|
|
2021
Q3 | $534K | Sell |
2,218
-603
| -21% | -$144K | 0.03% | 156 |
|
|
2021
Q2 | $652K | Buy |
2,821
+266
| +10% | +$61.9K | 0.04% | 142 |
|
|
2021
Q1 | $574K | Buy |
2,555
+75
| +3% | +$16K | 0.04% | 137 |
|
|
2020
Q4 | $532K | Buy |
2,480
+93
| +4% | +$20.2K | 0.04% | 142 |
|
|
2020
Q3 | $524K | Buy |
2,387
+1
| +0% | +$205 | 0.04% | 149 |
|
|
2020
Q2 | $441K | Sell |
2,386
-65
| -3% | -$11.9K | 0.04% | 136 |
|
|
2020
Q1 | $406K | Buy |
2,451
+53
| +2% | +$10.4K | 0.04% | 135 |
|
|
2019
Q4 | $473K | Sell |
2,398
-100
| -4% | -$19.8K | 0.04% | 143 |
|
|
2019
Q3 | $535K | Buy |
2,498
+190
| +8% | +$40.7K | 0.05% | 140 |
|
|
2019
Q2 | $478K | Sell |
2,308
-166
| -7% | -$32.9K | 0.04% | 151 |
|
|
2019
Q1 | $470K | Sell |
2,474
-121
| -5% | -$22K | 0.04% | 147 |
|
|
2018
Q4 | $460K | Sell |
2,595
-340
| -12% | -$60.3K | 0.03% | 147 |
|
|
2018
Q3 | $489K | Sell |
2,935
-796
| -21% | -$128K | 0.04% | 156 |
|
|
2018
Q2 | $585K | Buy |
3,731
+80
| +2% | +$13K | 0.05% | 147 |
|
|
2018
Q1 | $571K | Buy |
+3,651
| New | +$601K | 0.05% | 144 |
|
|
2017
Q4 | – | Sell |
-1,956
| Closed | -$306K | – | 135 |
|
|
2017
Q3 | $306K | Sell |
1,956
-391
| -17% | -$61.3K | 0.03% | 164 |
|
|
2017
Q2 | $359K | Sell |
2,347
-1,499
| -39% | -$217K | 0.03% | 162 |
|
|
2017
Q1 | $499K | Buy |
+3,846
| New | +$483K | 0.04% | 147 |
|
|
2016
Q3 | – | Sell |
-6,302
| Closed | -$606K | – | 196 |
|
|
2016
Q2 | $606K | Buy |
+6,302
| New | +$789K | 0.06% | 131 |
|
Other funds holding MCD
VCM
VPM
DAM
Aspiriant LLC's MCD Position: Q1 2026 in Review
Aspiriant LLC reduced its McDonald's (MCD) stake by 4.6% in Q1 2026, selling an estimated $26.1K and leaving 1,695 shares worth $527K. The position accounts for 0.02% of the portfolio, ranked #211.
Aspiriant LLC first reported a position in MCD in Q2 2016 and has held it in 37 quarters since. The position peaked at $980K in Q2 2023. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.
- Aspiriant LLC held 1,695 shares of McDonald's worth $527K as of Q1 2026.
- Aspiriant LLC sold 82 McDonald's shares in Q1 2026, an estimated $26.1K.
- McDonald's made up 0.02% of Aspiriant LLC's portfolio in Q1 2026, its #211 holding.
- Aspiriant LLC first reported a position in McDonald's in Q2 2016 and has held it in 37 quarters since.
- Aspiriant LLC's McDonald's position peaked at $980K in Q2 2023.
- 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.
Based on Aspiriant LLC's 13F filing for Q1 2026, filed 12 May 2026.