Atom Investors’s McDonald's MCD Stock Holding History

Atom Investors’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	$3.83M	Buy	12,308 +331	+3%	+$105K	0.27%	114
2025 Q4	$3.66M	Buy	+11,977	New	+$3.67M	0.29%	118
2025 Q3	–	Sell	-1,601	Closed	-$468K	–	741
2025 Q2	$468K	Sell	1,601 -1,229	-43%	-$379K	0.04%	365
2025 Q1	$884K	Buy	2,830 +1,340	+90%	+$401K	0.11%	222
2024 Q4	$432K	Sell	1,490 -1,591	-52%	-$474K	0.05%	328
2024 Q3	$938K	Buy	+3,081	New	+$849K	0.1%	261
2023 Q2	–	Sell	-1,107	Closed	-$310K	–	341
2023 Q1	$310K	Sell	1,107 -357	-24%	-$95.6K	0.17%	146
2022 Q4	$386K	Sell	1,464 -2,655	-64%	-$700K	0.19%	106
2022 Q3	$950K	Buy	+4,119	New	+$1.05M	0.33%	96
2021 Q4	–	Sell	-12,738	Closed	-$3.07M	–	350
2021 Q3	$3.07M	Buy	+12,738	New	+$3.04M	0.25%	47
2020 Q3	–	Sell	-13,022	Closed	-$2.4M	–	574
2020 Q2	$2.4M	Buy	13,022 +7,661	+143%	+$1.4M	0.16%	120
2020 Q1	$886K	Buy	+5,361	New	+$1.06M	0.08%	166
2019 Q3	–	Sell	-10,285	Closed	-$2.14M	–	363
2019 Q2	$2.14M	Buy	+10,285	New	+$2.04M	0.14%	181

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

Atom Investors's MCD Position: Q1 2026 in Review

Atom Investors increased its McDonald's (MCD) stake by 2.8% in Q1 2026, buying an estimated $105K and bringing the position to 12,308 shares worth $3.83M. The position accounts for 0.27% of the portfolio, ranked #114.

Atom Investors first reported a position in MCD in Q2 2019 and has held it in 13 quarters since. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Atom Investors held 12,308 shares of McDonald's worth $3.83M as of Q1 2026.
Atom Investors bought 331 McDonald's shares in Q1 2026, an estimated $105K.
McDonald's made up 0.27% of Atom Investors's portfolio in Q1 2026, its #114 holding.
Atom Investors first reported a position in McDonald's in Q2 2019 and has held it in 13 quarters since.
3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Atom Investors's 13F filing for Q1 2026, filed 15 May 2026.