Auxier Asset Management’s McDonald's MCD Stock Holding History

Auxier Asset 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	$2.96M	Buy	9,517 +16	+0.2%	+$5.1K	0.42%	59
2025 Q4	$2.9M	Sell	9,501 -553	-6%	-$169K	0.41%	57
2025 Q3	$3.06M	Sell	10,054 -180	-2%	-$54.8K	0.43%	57
2025 Q2	$2.99M	Sell	10,234 -1,075	-10%	-$331K	0.44%	57
2025 Q1	$3.53M	Sell	11,309 -20	-0.2%	-$5.98K	0.53%	51
2024 Q4	$3.28M	Sell	11,329 -305	-3%	-$90.9K	0.51%	53
2024 Q3	$3.54M	Buy	11,634 +333	+3%	+$91.8K	0.52%	50
2024 Q2	$2.88M	Hold	11,301	–	–	0.46%	57
2024 Q1	$3.19M	Sell	11,301 -150	-1%	-$43.6K	0.48%	58
2023 Q4	$3.4M	Sell	11,451 -216	-2%	-$58.8K	0.55%	54
2023 Q3	$3.07M	Sell	11,667 -76	-0.6%	-$21.7K	0.52%	53
2023 Q2	$3.5M	Sell	11,743 -9	-0.1%	-$2.62K	0.58%	48
2023 Q1	$3.29M	Sell	11,752 -80	-0.7%	-$21.4K	0.57%	49
2022 Q4	$3.12M	Sell	11,832 -72	-0.6%	-$19K	0.54%	54
2022 Q3	$2.75M	Sell	11,904 -38	-0.3%	-$9.71K	0.53%	53
2022 Q2	$2.95M	Sell	11,942 -70	-0.6%	-$17.2K	0.53%	57
2022 Q1	$2.97M	Sell	12,012 -6	-0%	-$1.5K	0.47%	64
2021 Q4	$3.22M	Buy	12,018 +12	+0.1%	+$3.03K	0.5%	62
2021 Q3	$2.9M	Sell	12,006 -73	-0.6%	-$17.4K	0.49%	60
2021 Q2	$2.79M	Hold	12,079	–	–	0.46%	63
2021 Q1	$2.71M	Buy	12,079 +6	+0%	+$1.28K	0.47%	65
2020 Q4	$2.59M	Sell	12,073 -22	-0.2%	-$4.78K	0.48%	63
2020 Q3	$2.65M	Sell	12,095 -25	-0.2%	-$5.13K	0.56%	59
2020 Q2	$2.24M	Hold	12,120	–	–	0.49%	62
2020 Q1	$2M	Sell	12,120 -100	-0.8%	-$19.7K	0.5%	60
2019 Q4	$2.42M	Sell	12,220 -1,075	-8%	-$213K	0.45%	65
2019 Q3	$2.85M	Sell	13,295 -10	-0.1%	-$2.14K	0.57%	53
2019 Q2	$2.76M	Sell	13,305 -400	-3%	-$79.2K	0.55%	56
2019 Q1	$2.6M	Buy	13,705 +25	+0.2%	+$4.54K	0.53%	58
2018 Q4	$2.43M	Hold	13,680	–	–	0.54%	56
2018 Q3	$2.29M	Sell	13,680 -50	-0.4%	-$8.01K	0.43%	66
2018 Q2	$2.15M	Sell	13,730 -650	-5%	-$105K	0.43%	67
2018 Q1	$2.25M	Buy	14,380 +30	+0.2%	+$4.93K	0.45%	65
2017 Q4	$2.47M	Sell	14,350 -80	-0.6%	-$13.4K	0.47%	65
2017 Q3	$2.26M	Sell	14,430 -100	-0.7%	-$15.7K	0.46%	64
2017 Q2	$2.23M	Hold	14,530	–	–	0.45%	64
2017 Q1	$1.88M	Sell	14,530 -1,050	-7%	-$132K	0.39%	70
2016 Q4	$1.9M	Buy	15,580 +85	+0.5%	+$9.97K	0.41%	67
2016 Q3	$1.79M	Sell	15,495 -650	-4%	-$77K	0.4%	67
2016 Q2	$1.94M	Hold	16,145	–	–	0.44%	65
2016 Q1	$2.03M	Sell	16,145 -5,009	-24%	-$599K	0.48%	60
2015 Q4	$2.5M	Hold	21,154	–	–	0.57%	57
2015 Q3	$2.08M	Hold	21,154	–	–	0.49%	61
2015 Q2	$2.01M	Buy	21,154 +3,700	+21%	+$358K	0.42%	65
2015 Q1	$1.7M	Sell	17,454 -200	-1%	-$19K	0.34%	74
2014 Q4	$1.65M	Sell	17,654 -50	-0.3%	-$4.68K	0.33%	78
2014 Q3	$1.68M	Hold	17,704	–	–	0.35%	74
2014 Q2	$1.78M	Sell	17,704 -2,000	-10%	-$202K	0.36%	76
2014 Q1	$1.93M	Hold	19,704	–	–	0.41%	71
2013 Q4	$1.91M	Hold	19,704	–	–	0.4%	73
2013 Q3	$1.9M	Hold	19,704	–	–	0.44%	70
2013 Q2	$1.95M	Buy	+19,704	New	+$1.97M	0.47%	67

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 $137B AUM 18.02% 1-Year Est. Return

Auxier Asset Management's MCD Position: Q1 2026 in Review

Auxier Asset Management increased its McDonald's (MCD) stake by 0.17% in Q1 2026, buying an estimated $5.1K and bringing the position to 9,517 shares worth $2.96M. The position accounts for 0.42% of the portfolio, ranked #59.

Auxier Asset Management first reported a position in MCD in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.54M in Q3 2024. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Auxier Asset Management held 9,517 shares of McDonald's worth $2.96M as of Q1 2026.
Auxier Asset Management bought 16 McDonald's shares in Q1 2026, an estimated $5.1K.
McDonald's made up 0.42% of Auxier Asset Management's portfolio in Q1 2026, its #59 holding.
Auxier Asset Management first reported a position in McDonald's in Q2 2013 and has held it in 52 quarters since.
Auxier Asset Management's McDonald's position peaked at $3.54M in Q3 2024.
3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Auxier Asset Management's 13F filing for Q1 2026, filed 14 May 2026.