Bell Asset Management’s McDonald's MCD Stock Holding History

Bell Asset 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	$2.2M	Sell	7,066 -3,545	-33%	-$1.13M	0.65%	58
2025 Q4	$3.25M	Buy	+10,611	New	+$3.25M	0.87%	53
2024 Q4	–	Sell	-20,380	Closed	-$6.21M	–	69
2024 Q3	$6.21M	Sell	20,380 -7,848	-28%	-$2.16M	1.14%	39
2024 Q2	$7.19M	Buy	28,228 +5,385	+24%	+$1.43M	1.01%	48
2024 Q1	$6.44M	Sell	22,843 -86	-0.4%	-$25K	0.94%	54
2023 Q4	$6.8M	Buy	+22,929	New	+$6.24M	1.04%	50
2021 Q4	–	Sell	-26,396	Closed	-$6.36M	–	58
2021 Q3	$6.36M	Buy	26,396 +3,363	+15%	+$803K	1.09%	49
2021 Q2	$5.32M	Sell	23,033 -2,423	-10%	-$564K	1.04%	55
2021 Q1	$5.71M	Sell	25,456 -1,680	-6%	-$359K	1.23%	44
2020 Q4	$5.82M	Sell	27,136 -1,876	-6%	-$408K	1.27%	40
2020 Q3	$6.37M	Sell	29,012 -65	-0.2%	-$13.3K	1.58%	29
2020 Q2	$5.36M	Sell	29,077 -1,081	-4%	-$198K	1.45%	31
2020 Q1	$4.99M	Buy	30,158 +1,076	+4%	+$212K	1.55%	32
2019 Q4	$5.75M	Sell	29,082 -18,317	-39%	-$3.63M	1.48%	26
2019 Q3	$10.2M	Sell	47,399 -4,476	-9%	-$960K	1.56%	25
2019 Q2	$10.8M	Buy	51,875 +92	+0.2%	+$18.2K	1.75%	19
2019 Q1	$9.83M	Buy	51,783 +2,660	+5%	+$483K	1.69%	20
2018 Q4	$8.72M	Sell	49,123 -3,440	-7%	-$610K	1.83%	16
2018 Q3	$8.79M	Buy	52,563 +8,057	+18%	+$1.29M	1.83%	16
2018 Q2	$6.99M	Buy	+44,506	New	+$7.22M	1.69%	21

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

Bell Asset Management's MCD Position: Q1 2026 in Review

Bell Asset Management reduced its McDonald's (MCD) stake by 33% in Q1 2026, selling an estimated $1.13M and leaving 7,066 shares worth $2.2M. The position accounts for 0.65% of the portfolio, ranked #58.

Bell Asset Management first reported a position in MCD in Q2 2018 and has held it in 20 quarters since. The position peaked at $10.8M in Q2 2019. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Bell Asset Management held 7,066 shares of McDonald's worth $2.2M as of Q1 2026.
Bell Asset Management sold 3,545 McDonald's shares in Q1 2026, an estimated $1.13M.
McDonald's made up 0.65% of Bell Asset Management's portfolio in Q1 2026, its #58 holding.
Bell Asset Management first reported a position in McDonald's in Q2 2018 and has held it in 20 quarters since.
Bell Asset Management's McDonald's position peaked at $10.8M in Q2 2019.
3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Bell Asset Management's 13F filing for Q1 2026, filed 29 Apr 2026.