AUA Capital Management’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 | $329K | Hold |
1,059
| – | – | 0.17% | 62 |
|
|
2025
Q4 | $324K | Hold |
1,059
| – | – | 0.16% | 64 |
|
|
2025
Q3 | $322K | Hold |
1,059
| – | – | 0.18% | 61 |
|
|
2025
Q2 | $309K | Hold |
1,059
| – | – | 0.18% | 60 |
|
|
2025
Q1 | $331K | Hold |
1,059
| – | – | 0.22% | 58 |
|
|
2024
Q4 | $307K | Hold |
1,059
| – | – | 0.2% | 59 |
|
|
2024
Q3 | $322K | Hold |
1,059
| – | – | 0.19% | 62 |
|
|
2024
Q2 | $270K | Hold |
1,059
| – | – | 0.16% | 63 |
|
|
2024
Q1 | $299K | Hold |
1,059
| – | – | 0.17% | 70 |
|
|
2023
Q4 | $314K | Hold |
1,059
| – | – | 0.2% | 63 |
|
|
2023
Q3 | $279K | Buy |
1,059
+249
| +31% | +$71K | 0.2% | 64 |
|
|
2023
Q2 | $242K | Sell |
810
-30
| -4% | -$8.72K | 0.17% | 66 |
|
|
2023
Q1 | $235K | Buy |
840
+3
| +0.4% | +$804 | 0.16% | 72 |
|
|
2022
Q4 | $221K | Hold |
837
| – | – | 0.15% | 79 |
|
|
2022
Q3 | $193K | Sell |
837
-250
| -23% | -$63.9K | 0.13% | 76 |
|
|
2022
Q2 | $268K | Hold |
1,087
| – | – | 0.16% | 73 |
|
|
2022
Q1 | $269K | Buy |
1,087
+244
| +29% | +$60.8K | 0.14% | 76 |
|
|
2021
Q4 | $226K | Hold |
843
| – | – | 0.13% | 80 |
|
|
2021
Q3 | $203K | Hold |
843
| – | – | 0.13% | 78 |
|
|
2021
Q2 | $195K | Hold |
843
| – | – | 0.12% | 82 |
|
|
2021
Q1 | $189K | Hold |
843
| – | – | 0.12% | 84 |
|
|
2020
Q4 | $181K | Sell |
843
-1
| -0.1% | -$217 | 0.13% | 80 |
|
|
2020
Q3 | $185K | Buy |
844
+29
| +4% | +$5.95K | 0.15% | 71 |
|
|
2020
Q2 | $150K | Hold |
815
| – | – | 0.15% | 70 |
|
|
2020
Q1 | $135K | Hold |
815
| – | – | 0.13% | 83 |
|
|
2019
Q4 | $161K | Hold |
815
| – | – | 0.13% | 87 |
|
|
2019
Q3 | $175K | Hold |
815
| – | – | 0.14% | 87 |
|
|
2019
Q2 | $169K | Hold |
815
| – | – | 0.14% | 86 |
|
|
2019
Q1 | $155K | Hold |
815
| – | – | 0.13% | 89 |
|
|
2018
Q4 | $145K | Hold |
815
| – | – | 0.13% | 86 |
|
|
2018
Q3 | $136K | Hold |
815
| – | – | 0.11% | 94 |
|
|
2018
Q2 | $128K | Hold |
815
| – | – | 0.11% | 90 |
|
|
2018
Q1 | $127K | Hold |
815
| – | – | 0.11% | 94 |
|
|
2017
Q4 | $140K | Hold |
815
| – | – | 0.13% | 93 |
|
|
2017
Q3 | $128K | Hold |
815
| – | – | 0.12% | 95 |
|
|
2017
Q2 | $125K | Buy |
+815
| New | +$118K | 0.11% | 96 |
|
|
2017
Q1 | – | Sell |
-815
| Closed | -$99K | – | 200 |
|
|
2016
Q4 | $99K | Buy |
+815
| New | +$95.6K | 0.09% | 99 |
|
Other funds holding MCD
VCM
VPM
DAM
AUA Capital Management's MCD Position: Q1 2026 in Review
AUA Capital Management held its McDonald's (MCD) position steady in Q1 2026 at 1,059 shares worth $329K. The position accounts for 0.17% of the portfolio, ranked #62.
AUA Capital Management first reported a position in MCD in Q4 2016 and has held it in 37 quarters since. The position peaked at $331K in Q1 2025. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.
- AUA Capital Management held 1,059 shares of McDonald's worth $329K as of Q1 2026.
- AUA Capital Management left its McDonald's share count unchanged in Q1 2026.
- McDonald's made up 0.17% of AUA Capital Management's portfolio in Q1 2026, its #62 holding.
- AUA Capital Management first reported a position in McDonald's in Q4 2016 and has held it in 37 quarters since.
- AUA Capital Management's McDonald's position peaked at $331K in Q1 2025.
- 3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.
Based on AUA Capital Management's 13F filing for Q1 2026, filed 22 Apr 2026.