Bank of Montreal’s McDonald's MCD Stock Holding History

Bank of Montreal’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	$2.3M	Buy	7,400 +4,500	+155%	+$1.43M	﹤0.01%	1599
2025 Q4	$886K	Buy	+2,900	New	+$888K	﹤0.01%	2046
2025 Q2	–	Sell	-2,000	Closed	-$625K	–	3648
2025 Q1	$625K	Hold	2,000	–	–	﹤0.01%	2056
2024 Q4	$580K	Hold	2,000	–	–	﹤0.01%	2151
2024 Q3	$607K	Sell	2,000 -140,700	-99%	-$38.8M	﹤0.01%	2287
2024 Q2	$37.5M	Buy	+142,700	New	+$37.9M	0.01%	561
2023 Q4	–	Sell	-14,200	Closed	-$3.98M	–	4182
2023 Q3	$3.98M	Buy	+14,200	New	+$4.05M	﹤0.01%	1369
2020 Q3	–	Sell	-100,000	Closed	-$18.4M	–	4861
2020 Q2	$18.4M	Buy	+100,000	New	+$18.3M	0.02%	613
2020 Q1	–	Sell	-5,600	Closed	-$1.11M	–	4439
2019 Q4	$1.11M	Buy	+5,600	New	+$1.11M	﹤0.01%	2210
2019 Q2	–	Sell	-22,000	Closed	-$4.18M	–	4999
2019 Q1	$4.18M	Buy	+22,000	New	+$3.99M	﹤0.01%	1261
2016 Q3	–	Sell	-151	Closed	-$18K	–	4123
2016 Q2	$18K	Buy	+151	New	+$18.9K	﹤0.01%	3421
2015 Q4	–	Sell	-9,200	Closed	-$906K	–	4332
2015 Q3	$906K	Buy	9,200 +9,179	+43,710%	+$894K	﹤0.01%	1610
2015 Q2	$2K	Sell	21 -59,200	-100%	-$5.73M	﹤0.01%	3757
2015 Q1	$5.77M	Buy	+59,221	New	+$5.62M	0.01%	1000
2014 Q3	–	Sell	-41,768	Closed	-$4.21M	–	4239
2014 Q2	$4.21M	Buy	41,768 +36,156	+644%	+$3.65M	﹤0.01%	1150
2014 Q1	$550K	Buy	5,612 +4,124	+277%	+$394K	﹤0.01%	2009
2013 Q4	$144K	Buy	+1,488	New	+$143K	﹤0.01%	2369

Other funds holding MCD

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $147M AUM 25.76% 1-Year Est. Return

Bank of Montreal's MCD Position: Q1 2026 in Review

Bank of Montreal reduced its McDonald's (MCD) stake by 5.8% in Q1 2026, selling an estimated $27.5M and leaving 1,401,321 shares worth $436M. The position accounts for 0.16% of the portfolio, ranked #108.

Bank of Montreal first reported a position in MCD in Q2 2013 and has held it in 52 quarters since. The position peaked at $550M in Q4 2023. 3,575 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Bank of Montreal held 1,401,321 shares of McDonald's worth $436M as of Q1 2026.
Bank of Montreal sold 86,164 McDonald's shares in Q1 2026, an estimated $27.5M.
McDonald's made up 0.16% of Bank of Montreal's portfolio in Q1 2026, its #108 holding.
Bank of Montreal first reported a position in McDonald's in Q2 2013 and has held it in 52 quarters since.
Bank of Montreal's McDonald's position peaked at $550M in Q4 2023.
3,575 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.