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Axiom Investment Management’s McDonald's MCD Stock Holding History

Axiom Investment 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 		$155K Buy
+500
New +$159K 0.12% 124
2022
Q4 		$219K Sell
832
-75
-8% -$19.8K 0.57% 57
2022
Q3 		$211K Buy
+907
New +$232K 0.42% 52
2021
Q2 		– Sell
-1,136
Closed -$257K – 189
2021
Q1 		$257K Sell
1,136
-2,734
-71% -$585K 0.21% 105
2020
Q4 		$246 Buy
3,870
+2,549
+193% +$554K 0.22% 105
2020
Q3 		$290K Buy
1,321
+14
+1% +$2.87K 0.33% 79
2020
Q2 		$241K Buy
1,307
+19
+1% +$3.48K 0.32% 87
2020
Q1 		$211K Buy
1,288
+101
+9% +$19.9K 0.37% 77
2019
Q4 		$234K Sell
1,187
-1,281
-52% -$254K 0.34% 90
2019
Q3 		$532K Sell
2,468
-8,050
-77% -$1.73M 0.41% 70
2019
Q2 		$2.18M Buy
10,518
+619
+6% +$123K 0.39% 63
2019
Q1 		$1.87M Buy
9,899
+67
+0.7% +$12.2K 0.36% 69
2018
Q4 		$1.75M Buy
+9,832
New +$1.74M 0.37% 67

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

Axiom Investment Management's MCD Position: Q1 2026 in Review

Axiom Investment Management opened a new position in McDonald's (MCD) in Q1 2026: 500 shares worth $155K. The stake represents 0.12% of the portfolio and ranks #124 among its holdings. This is a return to the name: Axiom Investment Management previously reported a position in MCD as recently as Q4 2022.

Axiom Investment Management first reported a position in MCD in Q4 2018 and has held it in 13 quarters since. The position peaked at $2.18M in Q2 2019. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Axiom Investment Management held 500 shares of McDonald's worth $155K as of Q1 2026.
  • McDonald's was a new Axiom Investment Management position in Q1 2026.
  • McDonald's made up 0.12% of Axiom Investment Management's portfolio in Q1 2026, its #124 holding.
  • Axiom Investment Management first reported a position in McDonald's in Q4 2018 and has held it in 13 quarters since.
  • Axiom Investment Management's McDonald's position peaked at $2.18M in Q2 2019.
  • 3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Axiom Investment Management's 13F filing for Q1 2026, filed 26 May 2026.