Atlas Capital Advisors’s McDonald's MCD Stock Holding History

Atlas Capital Advisors’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	$25.2K	Buy	+81	New	+$25.8K	﹤0.01%	729
2024 Q2	–	Sell	-39	Closed	-$11K	–	947
2024 Q1	$11K	Hold	39	–	–	﹤0.01%	710
2023 Q4	$11.6K	Hold	39	–	–	﹤0.01%	736
2023 Q3	$10.3K	Hold	39	–	–	﹤0.01%	704
2023 Q2	$11.6K	Sell	39 -12	-24%	-$3.49K	﹤0.01%	727
2023 Q1	$14.3K	Hold	51	–	–	﹤0.01%	719
2022 Q4	$13.4K	Sell	51 -12	-19%	-$3.17K	﹤0.01%	704
2022 Q3	$14.5K	Buy	63 +12	+24%	+$3.07K	﹤0.01%	689
2022 Q2	$12.6K	Buy	51 +12	+31%	+$2.96K	﹤0.01%	734
2022 Q1	$9.64K	Hold	39	–	–	﹤0.01%	710
2021 Q4	$10.5K	Hold	39	–	–	﹤0.01%	714
2021 Q3	$9.4K	Sell	39 -109	-74%	-$26K	﹤0.01%	730
2021 Q2	$34.2K	Buy	148 +39	+36%	+$9.08K	0.01%	578
2021 Q1	$24.4K	Hold	109	–	–	﹤0.01%	574
2020 Q4	$23.4K	Buy	+109	New	+$23.7K	﹤0.01%	527
2020 Q3	–	Sell	-109	Closed	-$20.1K	–	474
2020 Q2	$20.1K	Hold	109	–	–	﹤0.01%	546
2020 Q1	$18K	Hold	109	–	–	0.01%	529
2019 Q4	$21.5K	Sell	109 -33	-23%	-$6.55K	0.01%	536
2019 Q3	$30.5K	Hold	142	–	–	0.01%	499
2019 Q2	$29.5K	Buy	142 +109	+330%	+$21.6K	0.01%	527
2019 Q1	$6.27K	Hold	33	–	–	﹤0.01%	535
2018 Q4	$5.86K	Buy	+33	New	+$5.85K	﹤0.01%	535

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

Atlas Capital Advisors's MCD Position: Q1 2026 in Review

Atlas Capital Advisors opened a new position in McDonald's (MCD) in Q1 2026: 81 shares worth $25.2K. The stake represents ﹤0.01% of the portfolio and ranks #729 among its holdings. This is a return to the name: Atlas Capital Advisors previously reported a position in MCD as recently as Q1 2024.

Atlas Capital Advisors first reported a position in MCD in Q4 2018 and has held it in 22 quarters since. The position peaked at $34.2K in Q2 2021. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Atlas Capital Advisors held 81 shares of McDonald's worth $25.2K as of Q1 2026.
McDonald's was a new Atlas Capital Advisors position in Q1 2026.
McDonald's made up ﹤0.01% of Atlas Capital Advisors's portfolio in Q1 2026, its #729 holding.
Atlas Capital Advisors first reported a position in McDonald's in Q4 2018 and has held it in 22 quarters since.
Atlas Capital Advisors's McDonald's position peaked at $34.2K in Q2 2021.
3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Atlas Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.