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Bedell Frazier Investment Counselling’s McDonald's MCD Stock Holding History

Bedell Frazier Investment Counselling’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 		$6.17M Buy
19,843
+420
+2% +$134K 1.25% 25
2025
Q4 		$5.94M Buy
19,423
+14,066
+263% +$4.31M 1.15% 29
2025
Q3 		$1.63M Sell
5,357
-213
-4% -$64.8K 0.33% 69
2025
Q2 		$1.63M Sell
5,570
-225
-4% -$69.4K 0.41% 55
2025
Q1 		$1.81M Sell
5,795
-55
-0.9% -$16.5K 0.46% 47
2024
Q4 		$1.7M Sell
5,850
-20
-0.3% -$5.96K 0.42% 52
2024
Q3 		$1.79M Sell
5,870
-24
-0.4% -$6.62K 0.43% 51
2024
Q2 		$1.5M Buy
5,894
+25
+0.4% +$6.63K 0.36% 57
2024
Q1 		$1.65M Sell
5,869
-40
-0.7% -$11.6K 0.41% 54
2023
Q4 		$1.75M Sell
5,909
-25
-0.4% -$6.8K 0.48% 47
2023
Q3 		$1.56M Sell
5,934
-85
-1% -$24.2K 0.47% 44
2023
Q2 		$1.8M Sell
6,019
-1,263
-17% -$367K 0.53% 41
2023
Q1 		$2.04M Sell
7,282
-140
-2% -$37.5K 0.6% 37
2022
Q4 		$1.96M Buy
7,422
+65
+0.9% +$17.1K 0.51% 44
2022
Q3 		$1.7M Buy
7,357
+6,002
+443% +$1.53M 0.48% 47
2022
Q2 		$335K Buy
1,355
+50
+4% +$12.3K 0.1% 66
2022
Q1 		$323K Sell
1,305
-31
-2% -$7.72K 0.08% 77
2021
Q4 		$358K Buy
1,336
+31
+2% +$7.83K 0.09% 83
2021
Q3 		$315K Hold
1,305
– – 0.09% 78
2021
Q2 		$301K Hold
1,305
– – 0.08% 83
2021
Q1 		$293K Hold
1,305
– – 0.08% 76
2020
Q4 		$280K Hold
1,305
– – 0.09% 73
2020
Q3 		$286K Hold
1,305
– – 0.1% 65
2020
Q2 		$241K Hold
1,305
– – 0.1% 59
2020
Q1 		$216K Sell
1,305
-7
-0.5% -$1.38K 0.1% 50
2019
Q4 		$282K Hold
1,312
– – 0.11% 49
2019
Q3 		$282K Hold
1,312
– – 0.11% 51
2019
Q2 		$272K Hold
1,312
– – 0.1% 47
2019
Q1 		$249K Buy
1,312
+67
+5% +$12.2K 0.1% 49
2018
Q4 		$221K Buy
1,245
+15
+1% +$2.66K 0.09% 46
2018
Q3 		$206K Buy
+1,230
New +$197K 0.06% 58
2018
Q1 		– Sell
-1,230
Closed -$212K – 54
2017
Q4 		$212K Buy
+1,230
New +$207K 0.08% 48
2015
Q1 		– Sell
-55,887
Closed -$5.24M – 78
2014
Q4 		$5.24M Sell
55,887
-2,958
-5% -$277K 2.57% 13
2014
Q3 		$5.58M Buy
58,845
+1,102
+2% +$105K 2.61% 13
2014
Q2 		$5.82M Sell
57,743
-593
-1% -$59.9K 2.95% 11
2014
Q1 		$5.72M Buy
58,336
+2,135
+4% +$204K 3.21% 6
2013
Q4 		$5.45M Sell
56,201
-387
-0.7% -$37.2K 2.56% 11
2013
Q3 		$5.44M Buy
56,588
+200
+0.4% +$19.5K 2.62% 10
2013
Q2 		$5.47M Buy
+56,388
New +$5.65M 2.72% 10

Other funds holding MCD

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

Bedell Frazier Investment Counselling's MCD Position: Q1 2026 in Review

Bedell Frazier Investment Counselling increased its McDonald's (MCD) stake by 2.2% in Q1 2026, buying an estimated $134K and bringing the position to 19,843 shares worth $6.17M. The position accounts for 1.25% of the portfolio, ranked #25.

Bedell Frazier Investment Counselling first reported a position in MCD in Q2 2013 and has held it in 39 quarters since. 3,575 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Bedell Frazier Investment Counselling held 19,843 shares of McDonald's worth $6.17M as of Q1 2026.
  • Bedell Frazier Investment Counselling bought 420 McDonald's shares in Q1 2026, an estimated $134K.
  • McDonald's made up 1.25% of Bedell Frazier Investment Counselling's portfolio in Q1 2026, its #25 holding.
  • Bedell Frazier Investment Counselling first reported a position in McDonald's in Q2 2013 and has held it in 39 quarters since.
  • 3,575 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Bedell Frazier Investment Counselling's 13F filing for Q1 2026, filed 15 May 2026.