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Aviance Capital Partners’s McDonald's MCD Stock Holding History

Aviance Capital Partners’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 		$3.32M Buy
10,683
+334
+3% +$106K 0.39% 63
2025
Q4 		$3.16M Buy
10,349
+4
+0% +$1.23K 0.36% 62
2025
Q3 		$3.14M Buy
10,345
+17
+0.2% +$5.17K 0.37% 60
2025
Q2 		$3.02M Buy
10,328
+205
+2% +$63.2K 0.39% 61
2025
Q1 		$3.16M Sell
10,123
-35
-0.3% -$10.5K 0.44% 49
2024
Q4 		$2.94M Sell
10,158
-1,610
-14% -$480K 0.41% 57
2024
Q3 		$3.58M Buy
11,768
+51
+0.4% +$14.1K 0.47% 46
2024
Q2 		$2.99M Buy
11,717
+15
+0.1% +$3.98K 0.42% 52
2024
Q1 		$3.3M Buy
11,702
+8,538
+270% +$2.48M 0.49% 46
2023
Q4 		$938K Sell
3,164
-642
-17% -$175K 0.2% 125
2023
Q3 		$1M Buy
3,806
+27
+0.7% +$7.7K 0.23% 120
2023
Q2 		$1.13M Buy
3,779
+3
+0.1% +$872 0.24% 121
2023
Q1 		$1.06M Buy
3,776
+628
+20% +$168K 0.23% 121
2022
Q4 		$830K Buy
3,148
+318
+11% +$83.9K 0.19% 140
2022
Q3 		$653K Buy
2,830
+17
+0.6% +$4.34K 0.16% 153
2022
Q2 		$694K Buy
2,813
+4
+0.1% +$985 0.15% 157
2022
Q1 		$695K Sell
2,809
-115
-4% -$28.6K 0.13% 163
2021
Q4 		$784K Buy
2,924
+3
+0.1% +$757 0.13% 154
2021
Q3 		$704K Sell
2,921
-28
-0.9% -$6.68K 0.12% 168
2021
Q2 		$681K Buy
2,949
+111
+4% +$25.8K 0.12% 174
2021
Q1 		$636K Sell
2,838
-155
-5% -$33.1K 0.12% 183
2020
Q4 		$642K Sell
2,993
-56
-2% -$12.2K 0.13% 162
2020
Q3 		$669K Sell
3,049
-37
-1% -$7.6K 0.15% 146
2020
Q2 		$569K Buy
3,086
+4
+0.1% +$733 0.14% 152
2020
Q1 		$510K Buy
3,082
+5
+0.2% +$985 0.16% 141
2019
Q4 		$608K Buy
3,077
+3
+0.1% +$595 0.16% 145
2019
Q3 		$660K Sell
3,074
-51
-2% -$10.9K 0.19% 132
2019
Q2 		$649K Sell
3,125
-197
-6% -$39K 0.18% 145
2019
Q1 		$631K Buy
3,322
+59
+2% +$10.7K 0.18% 140
2018
Q4 		$579K Buy
3,263
+203
+7% +$36K 0.2% 130
2018
Q3 		$512K Sell
3,060
-31
-1% -$4.97K 0.12% 164
2018
Q2 		$484K Sell
3,091
-337
-10% -$54.6K 0.14% 168
2018
Q1 		$536K Sell
3,428
-195
-5% -$32.1K 0.16% 153
2017
Q4 		$624K Buy
3,623
+248
+7% +$41.6K 0.21% 135
2017
Q3 		$529K Sell
3,375
-392
-10% -$61.4K 0.18% 142
2017
Q2 		$577K Buy
3,767
+7
+0.2% +$1.01K 0.19% 133
2017
Q1 		$487K Buy
3,760
+9
+0.2% +$1.13K 0.18% 144
2016
Q4 		$457K Buy
3,751
+10
+0.3% +$1.17K 0.16% 139
2016
Q3 		$432K Sell
3,741
-66
-2% -$7.82K 0.15% 138
2016
Q2 		$458K Sell
3,807
-603
-14% -$75.5K 0.17% 132
2016
Q1 		$554K Buy
4,410
+696
+19% +$83.2K 0.19% 122
2015
Q4 		$439K Sell
3,714
-91
-2% -$10.2K 0.15% 139
2015
Q3 		$375K Buy
3,805
+1,205
+46% +$117K 0.15% 141
2015
Q2 		$247K Hold
2,600
– – 0.09% 179
2015
Q1 		$253K Sell
2,600
-1,000
-28% -$94.9K 0.09% 192
2014
Q4 		$337K Hold
3,600
– – 0.13% 180
2014
Q3 		$341K Sell
3,600
-300
-8% -$28.6K 0.13% 189
2014
Q2 		$393K Sell
3,900
-100
-3% -$10.1K 0.15% 170
2014
Q1 		$392K Sell
4,000
-1,028
-20% -$98.3K 0.17% 154
2013
Q4 		$488K Sell
5,028
-550
-10% -$52.8K 0.21% 135
2013
Q3 		$537K Sell
5,578
-355
-6% -$34.7K 0.25% 116
2013
Q2 		$587K Buy
+5,933
New +$594K 0.32% 88

Other funds holding MCD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
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

Aviance Capital Partners's MCD Position: Q1 2026 in Review

Aviance Capital Partners increased its McDonald's (MCD) stake by 3.2% in Q1 2026, buying an estimated $106K and bringing the position to 10,683 shares worth $3.32M. The position accounts for 0.39% of the portfolio, ranked #63.

Aviance Capital Partners first reported a position in MCD in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.58M in Q3 2024. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Aviance Capital Partners held 10,683 shares of McDonald's worth $3.32M as of Q1 2026.
  • Aviance Capital Partners bought 334 McDonald's shares in Q1 2026, an estimated $106K.
  • McDonald's made up 0.39% of Aviance Capital Partners's portfolio in Q1 2026, its #63 holding.
  • Aviance Capital Partners first reported a position in McDonald's in Q2 2013 and has held it in 52 quarters since.
  • Aviance Capital Partners's McDonald's position peaked at $3.58M in Q3 2024.
  • 3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Aviance Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.