Athena Investment Management’s McDonald's MCD Stock Holding History

Athena Investment Management’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	$1.24M	Hold	3,980	–	–	0.64%	38
2025 Q4	$1.22M	Hold	3,980	–	–	0.62%	39
2025 Q3	$1.21M	Hold	3,980	–	–	0.63%	37
2025 Q2	$1.16M	Sell	3,980 -200	-5%	-$61.7K	0.65%	36
2025 Q1	$1.31M	Hold	4,180	–	–	0.79%	28
2024 Q4	$1.21M	Sell	4,180 -73	-2%	-$21.8K	0.7%	31
2024 Q3	$1.3M	Sell	4,253 -50	-1%	-$13.8K	0.74%	28
2024 Q2	$1.1M	Sell	4,303 -51	-1%	-$13.5K	0.67%	36
2024 Q1	$1.23M	Hold	4,354	–	–	0.74%	32
2023 Q4	$1.29M	Sell	4,354 -149	-3%	-$40.6K	0.84%	23
2023 Q3	$1.19M	Sell	4,503 -86	-2%	-$24.5K	0.85%	24
2023 Q2	$1.37M	Sell	4,589 -50	-1%	-$14.5K	0.94%	21
2023 Q1	$1.3M	Sell	4,639 -75	-2%	-$20.1K	0.93%	24
2022 Q4	$1.24M	Sell	4,714 -180	-4%	-$47.5K	0.91%	27
2022 Q3	$1.13M	Hold	4,894	–	–	0.95%	23
2022 Q2	$1.21M	Buy	4,894 +263	+6%	+$64.8K	0.95%	26
2022 Q1	$1.15M	Buy	+4,631	New	+$1.15M	0.89%	29

Other funds holding MCD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Athena Investment Management's MCD Position: Q1 2026 in Review

Athena Investment Management held its McDonald's (MCD) position steady in Q1 2026 at 3,980 shares worth $1.24M. The position accounts for 0.64% of the portfolio, ranked #38.

Athena Investment Management first reported a position in MCD in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.37M in Q2 2023. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Athena Investment Management held 3,980 shares of McDonald's worth $1.24M as of Q1 2026.
Athena Investment Management left its McDonald's share count unchanged in Q1 2026.
McDonald's made up 0.64% of Athena Investment Management's portfolio in Q1 2026, its #38 holding.
Athena Investment Management first reported a position in McDonald's in Q1 2022 and has held it in 17 quarters since.
Athena Investment Management's McDonald's position peaked at $1.37M in Q2 2023.
3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Athena Investment Management's 13F filing for Q1 2026, filed 12 May 2026.