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Birinyi Associates’s McDonald's MCD Stock Holding History

Birinyi Associates’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 		$1.87M Sell
6,006
-8,414
-58% -$2.68M 0.51% 28
2025
Q4 		$4.41M Buy
14,420
+4
+0% +$1.23K 1.1% 18
2025
Q3 		$4.38M Buy
14,416
+61
+0.4% +$18.6K 1.12% 20
2025
Q2 		$4.19M Buy
14,355
+8,355
+139% +$2.58M 1.23% 20
2025
Q1 		$1.87M Sell
6,000
-300
-5% -$89.7K 0.61% 24
2024
Q4 		$1.83M Sell
6,300
-1,079
-15% -$322K 0.5% 25
2024
Q3 		$2.25M Sell
7,379
-2,450
-25% -$675K 0.65% 26
2024
Q2 		$2.5M Buy
+9,829
New +$2.61M 0.75% 22
2024
Q1 		– Sell
-13,544
Closed -$4.02M – 56
2023
Q4 		$4.02M Buy
+13,544
New +$3.69M 1.43% 16
2023
Q3 		– Sell
-7,968
Closed -$2.38M – 56
2023
Q2 		$2.38M Sell
7,968
-99
-1% -$28.8K 0.87% 18
2023
Q1 		$2.26M Sell
8,067
-400
-5% -$107K 0.93% 19
2022
Q4 		$2.23M Sell
8,467
-750
-8% -$198K 1.07% 17
2022
Q3 		$2.13M Buy
9,217
+400
+5% +$102K 0.99% 17
2022
Q2 		$2.18M Sell
8,817
-1,950
-18% -$480K 0.98% 19
2022
Q1 		$2.66M Buy
10,767
+800
+8% +$199K 0.92% 19
2021
Q4 		$2.67M Buy
9,967
+350
+4% +$88.4K 0.84% 24
2021
Q3 		$2.32M Sell
9,617
-300
-3% -$71.6K 0.78% 25
2021
Q2 		$2.29M Hold
9,917
– – 0.8% 22
2021
Q1 		$2.22M Sell
9,917
-6,750
-40% -$1.44M 0.85% 22
2020
Q4 		$3.58M Buy
16,667
+6,575
+65% +$1.43M 1.32% 13
2020
Q3 		$2.21M Sell
10,092
-2,100
-17% -$431K 0.94% 22
2020
Q2 		$2.25M Buy
12,192
+1,600
+15% +$293K 1.11% 15
2020
Q1 		$1.75M Sell
10,592
-570
-5% -$112K 0.95% 21
2019
Q4 		$2.21M Buy
11,162
+2,070
+23% +$411K 0.91% 23
2019
Q3 		$1.95M Sell
9,092
-5,930
-39% -$1.27M 0.85% 25
2019
Q2 		$3.12M Hold
15,022
– – 1.31% 16
2019
Q1 		$2.85M Hold
15,022
– – 1.22% 18
2018
Q4 		$2.67M Sell
15,022
-350
-2% -$62.1K 1.33% 17
2018
Q3 		$2.57M Sell
15,372
-1,500
-9% -$240K 0.91% 20
2018
Q2 		$2.64M Sell
16,872
-4,398
-21% -$713K 1.04% 20
2018
Q1 		$3.37M Buy
21,270
+1,400
+7% +$230K 1.37% 16
2017
Q4 		$3.42M Buy
19,870
+1,500
+8% +$252K 1.53% 14
2017
Q3 		$2.88M Buy
18,370
+1,500
+9% +$235K 1.37% 16
2017
Q2 		$2.58M Buy
16,870
+1,250
+8% +$181K 1.22% 18
2017
Q1 		$2.02M Hold
15,620
– – 1.01% 25
2016
Q4 		$1.9M Sell
15,620
-3,230
-17% -$379K 1.07% 22
2016
Q3 		$2.17M Sell
18,850
-44,120
-70% -$5.23M 1.17% 21
2016
Q2 		$7.58M Buy
62,970
+2,300
+4% +$288K 3.31% 7
2016
Q1 		$7.63M Buy
60,670
+50,000
+469% +$5.97M 3.38% 7
2015
Q4 		$1.26M Sell
10,670
-5,742
-35% -$642K 0.82% 30
2015
Q3 		$1.62M Buy
16,412
+3,277
+25% +$319K 0.7% 35
2015
Q2 		$1.25M Buy
13,135
+1,650
+14% +$160K 0.85% 26
2015
Q1 		$1.12M Sell
11,485
-50,500
-81% -$4.79M 0.74% 28
2014
Q4 		$5.81M Hold
61,985
– – 2.6% 7
2014
Q3 		$5.88M Sell
61,985
-5,220
-8% -$498K 2.67% 9
2014
Q2 		$6.77M Buy
67,205
+2,170
+3% +$219K 3.1% 7
2014
Q1 		$6.38M Sell
65,035
-250
-0.4% -$23.9K 3.24% 7
2013
Q4 		$6.33M Sell
65,285
-750
-1% -$72.1K 3.38% 8
2013
Q3 		$6.35M Sell
66,035
-1,500
-2% -$146K 3.58% 8
2013
Q2 		$6.69M Buy
+67,535
New +$6.76M 4.05% 7

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 $147M AUM 25.76% 1-Year Est. Return

Birinyi Associates's MCD Position: Q1 2026 in Review

Birinyi Associates reduced its McDonald's (MCD) stake by 58% in Q1 2026, selling an estimated $2.68M and leaving 6,006 shares worth $1.87M. The position accounts for 0.51% of the portfolio, ranked #28.

Birinyi Associates first reported a position in MCD in Q2 2013 and has held it in 50 quarters since. The position peaked at $7.63M in Q1 2016. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Birinyi Associates held 6,006 shares of McDonald's worth $1.87M as of Q1 2026.
  • Birinyi Associates sold 8,414 McDonald's shares in Q1 2026, an estimated $2.68M.
  • McDonald's made up 0.51% of Birinyi Associates's portfolio in Q1 2026, its #28 holding.
  • Birinyi Associates first reported a position in McDonald's in Q2 2013 and has held it in 50 quarters since.
  • Birinyi Associates's McDonald's position peaked at $7.63M in Q1 2016.
  • 3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Birinyi Associates's 13F filing for Q1 2026, filed 4 May 2026.