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	$4.16M	Buy	13,400 +10,500	+362%	+$3.35M	﹤0.01%	1380
2025 Q4	$886K	Buy	2,900 +2,800	+2,800%	+$858K	﹤0.01%	2047
2025 Q3	$30.4K	Sell	100 -117,900	-100%	-$35.9M	﹤0.01%	3214
2025 Q2	$34.5M	Buy	118,000 +116,300	+6,841%	+$35.9M	0.02%	553
2025 Q1	$531K	Hold	1,700	–	–	﹤0.01%	2159
2024 Q4	$493K	Buy	+1,700	New	+$507K	﹤0.01%	2241
2023 Q3	–	Sell	-11,300	Closed	-$3.37M	–	4061
2023 Q2	$3.37M	Hold	11,300	–	–	﹤0.01%	1528
2023 Q1	$3.17M	Buy	+11,300	New	+$3.03M	﹤0.01%	1452
2022 Q3	–	Sell	-25,000	Closed	-$6.14K	–	4275
2022 Q2	$6.14K	Sell	25,000 -27,600	-52%	-$6.8M	﹤0.01%	1308
2022 Q1	$13.9M	Buy	+52,600	New	+$13.1M	0.01%	992
2020 Q3	–	Sell	-35,000	Closed	-$6.45M	–	4862
2020 Q2	$6.45M	Buy	+35,000	New	+$6.42M	0.01%	1049
2019 Q1	–	Sell	-300	Closed	-$53K	–	4566
2018 Q4	$53K	Buy	+300	New	+$53.2K	﹤0.01%	3258
2014 Q3	–	Sell	-7,500	Closed	-$756K	–	4240
2014 Q2	$756K	Buy	+7,500	New	+$757K	﹤0.01%	1883

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 $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. 3,568 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.
3,568 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.