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Beese Fulmer Investment Management’s McDonald's MCD Stock Holding History

Beese Fulmer 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 		$17.6M Sell
56,550
-56,881
-50% -$18.1M 1.13% 31
2025
Q4 		$17.3M Buy
113,431
+59,105
+109% +$18.1M 1.13% 29
2025
Q3 		$16.5M Buy
54,326
+1,119
+2% +$341K 1.14% 28
2025
Q2 		$15.5M Buy
53,207
+861
+2% +$265K 1.16% 29
2025
Q1 		$16.4M Buy
52,346
+935
+2% +$280K 1.41% 24
2024
Q4 		$14.9M Sell
51,411
-150
-0.3% -$44.7K 1.27% 24
2024
Q3 		$15.7M Sell
51,561
-398
-0.8% -$110K 1.35% 22
2024
Q2 		$13.2M Buy
51,959
+728
+1% +$193K 1.21% 28
2024
Q1 		$14.4M Buy
51,231
+217
+0.4% +$63.1K 1.36% 26
2023
Q4 		$15.1M Buy
51,014
+618
+1% +$168K 1.57% 18
2023
Q3 		$13.3M Sell
50,396
-470
-0.9% -$134K 1.5% 20
2023
Q2 		$15.2M Sell
50,866
-245
-0.5% -$71.2K 1.64% 14
2023
Q1 		$14.3M Buy
51,111
+1,774
+4% +$475K 1.63% 16
2022
Q4 		$13M Buy
49,337
+2,264
+5% +$597K 1.57% 13
2022
Q3 		$10.9M Buy
47,073
+1,281
+3% +$327K 1.46% 20
2022
Q2 		$11.3M Buy
45,792
+24
+0.1% +$5.91K 1.45% 20
2022
Q1 		$11.3M Sell
45,768
-270
-0.6% -$67.3K 1.23% 25
2021
Q4 		$12.3M Sell
46,038
-279
-0.6% -$70.4K 1.28% 26
2021
Q3 		$11.2M Buy
46,317
+367
+0.8% +$87.6K 1.26% 23
2021
Q2 		$10.6M Sell
45,950
-263
-0.6% -$61.2K 1.2% 24
2021
Q1 		$10.4M Sell
46,213
-670
-1% -$143K 1.24% 22
2020
Q4 		$10.1M Sell
46,883
-1,236
-3% -$269K 1.29% 23
2020
Q3 		$10.6M Sell
48,119
-1,178
-2% -$242K 1.5% 19
2020
Q2 		$9.09M Sell
49,297
-2,298
-4% -$421K 1.34% 18
2020
Q1 		$8.53M Sell
51,595
-740
-1% -$146K 1.51% 16
2019
Q4 		$10.3M Buy
52,335
+1,012
+2% +$201K 1.45% 18
2019
Q3 		$11M Buy
51,323
+1,836
+4% +$394K 1.66% 13
2019
Q2 		$10.3M Sell
49,487
-177
-0.4% -$35.1K 1.95% 11
2019
Q1 		$9.43M Sell
49,664
-360
-0.7% -$65.3K 1.86% 10
2018
Q4 		$8.88M Buy
50,024
+1,324
+3% +$235K 2% 11
2018
Q3 		$8.15M Buy
48,700
+2,276
+5% +$365K 1.6% 15
2018
Q2 		$7.27M Buy
46,424
+2,711
+6% +$440K 1.53% 15
2018
Q1 		$6.84M Buy
43,713
+1,314
+3% +$216K 1.5% 15
2017
Q4 		$7.3M Sell
42,399
-52
-0.1% -$8.73K 1.56% 16
2017
Q3 		$6.65M Buy
42,451
+534
+1% +$83.7K 1.52% 17
2017
Q2 		$6.42M Buy
41,917
+402
+1% +$58.1K 1.53% 17
2017
Q1 		$5.38M Buy
41,515
+697
+2% +$87.5K 1.31% 26
2016
Q4 		$4.97M Buy
40,818
+760
+2% +$89.1K 1.28% 27
2016
Q3 		$4.62M Buy
40,058
+1,206
+3% +$143K 1.25% 30
2016
Q2 		$4.67M Buy
38,852
+239
+0.6% +$29.9K 1.33% 26
2016
Q1 		$4.94M Buy
38,613
+1,527
+4% +$182K 1.44% 22
2015
Q4 		$4.38M Sell
37,086
-526
-1% -$58.8K 1.35% 26
2015
Q3 		$3.71M Buy
37,612
+4,290
+13% +$418K 1.22% 28
2015
Q2 		$3.17M Buy
33,322
+2,346
+8% +$227K 1.02% 43
2015
Q1 		$3.02M Buy
30,976
+1,164
+4% +$110K 1.01% 42
2014
Q4 		$2.79M Sell
29,812
-32
-0.1% -$3K 0.88% 47
2014
Q3 		$2.83M Buy
29,844
+141
+0.5% +$13.4K 0.92% 42
2014
Q2 		$2.99M Buy
29,703
+1,061
+4% +$107K 0.97% 39
2014
Q1 		$2.81M Buy
28,642
+2,127
+8% +$203K 0.98% 38
2013
Q4 		$2.57M Buy
26,515
+925
+4% +$88.9K 0.91% 42
2013
Q3 		$2.46M Buy
25,590
+1,810
+8% +$177K 0.97% 39
2013
Q2 		$2.35M Buy
+23,780
New +$2.38M 1.01% 35

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

Beese Fulmer Investment Management's MCD Position: Q1 2026 in Review

Beese Fulmer Investment Management reduced its McDonald's (MCD) stake by 50% in Q1 2026, selling an estimated $18.1M and leaving 56,550 shares worth $17.6M. The position accounts for 1.13% of the portfolio, ranked #31.

Beese Fulmer Investment Management first reported a position in MCD in Q2 2013 and has held it in 52 quarters since. 3,566 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Beese Fulmer Investment Management held 56,550 shares of McDonald's worth $17.6M as of Q1 2026.
  • Beese Fulmer Investment Management sold 56,881 McDonald's shares in Q1 2026, an estimated $18.1M.
  • McDonald's made up 1.13% of Beese Fulmer Investment Management's portfolio in Q1 2026, its #31 holding.
  • Beese Fulmer Investment Management first reported a position in McDonald's in Q2 2013 and has held it in 52 quarters since.
  • 3,566 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q1 2026, filed 16 Apr 2026.