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Ballast Advisors’s McDonald's MCD Stock Holding History

Ballast Advisors’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 		$243K Buy
781
+50
+7% +$15.9K 0.07% 103
2025
Q4 		$223K Sell
731
-87
-11% -$26.6K 0.06% 113
2025
Q3 		$249K Sell
818
-89
-10% -$27.1K 0.07% 102
2025
Q2 		$265K Buy
907
+95
+12% +$29.3K 0.08% 95
2025
Q1 		$254K Sell
812
-300
-27% -$89.7K 0.08% 92
2024
Q4 		$322K Hold
1,112
– – 0.1% 88
2024
Q3 		$339K Sell
1,112
-13
-1% -$3.58K 0.1% 88
2024
Q2 		$287K Hold
1,125
– – 0.09% 93
2024
Q1 		$317K Buy
1,125
+6
+0.5% +$1.75K 0.11% 93
2023
Q4 		$332K Sell
1,119
-107
-9% -$29.1K 0.12% 87
2023
Q3 		$323K Sell
1,226
-83
-6% -$23.7K 0.13% 88
2023
Q2 		$391K Sell
1,309
-15
-1% -$4.36K 0.15% 75
2023
Q1 		$370K Buy
1,324
+15
+1% +$4.02K 0.15% 73
2022
Q4 		$345K Buy
1,309
+14
+1% +$3.69K 0.15% 75
2022
Q3 		$299K Sell
1,295
-3
-0.2% -$767 0.14% 80
2022
Q2 		$320K Buy
1,298
+3
+0.2% +$739 0.14% 80
2022
Q1 		$320K Hold
1,295
– – 0.12% 91
2021
Q4 		$347K Hold
1,295
– – 0.13% 84
2021
Q3 		$312K Hold
1,295
– – 0.13% 85
2021
Q2 		$299K Hold
1,295
– – 0.13% 82
2021
Q1 		$290K Hold
1,295
– – 0.13% 82
2020
Q4 		$278K Hold
1,295
– – 0.14% 81
2020
Q3 		$284K Hold
1,295
– – 0.18% 70
2020
Q2 		$239K Hold
1,295
– – 0.17% 80
2020
Q1 		$214K Sell
1,295
-77
-6% -$15.2K 0.2% 76
2019
Q4 		$271K Buy
+1,372
New +$272K 0.2% 71

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

Ballast Advisors's MCD Position: Q1 2026 in Review

Ballast Advisors increased its McDonald's (MCD) stake by 6.8% in Q1 2026, buying an estimated $15.9K and bringing the position to 781 shares worth $243K. The position accounts for 0.07% of the portfolio, ranked #103.

Ballast Advisors first reported a position in MCD in Q4 2019 and has held it in 26 quarters since. The position peaked at $391K in Q2 2023. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Ballast Advisors held 781 shares of McDonald's worth $243K as of Q1 2026.
  • Ballast Advisors bought 50 McDonald's shares in Q1 2026, an estimated $15.9K.
  • McDonald's made up 0.07% of Ballast Advisors's portfolio in Q1 2026, its #103 holding.
  • Ballast Advisors first reported a position in McDonald's in Q4 2019 and has held it in 26 quarters since.
  • Ballast Advisors's McDonald's position peaked at $391K in Q2 2023.
  • 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Ballast Advisors's 13F filing for Q1 2026, filed 13 May 2026.