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Blalock Williams’s McDonald's MCD Stock Holding History

Blalock Williams’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 		$346K Sell
1,113
-32
-3% -$10.2K 0.27% 85
2025
Q4 		$350K Buy
1,145
+64
+6% +$19.6K 0.28% 77
2025
Q3 		$329K Buy
1,081
+73
+7% +$22.2K 0.29% 86
2025
Q2 		$295K Buy
1,008
+42
+4% +$12.9K 0.29% 91
2025
Q1 		$302K Buy
966
+73
+8% +$21.8K 0.34% 80
2024
Q4 		$259K Buy
+893
New +$266K 0.3% 87

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

Blalock Williams's MCD Position: Q1 2026 in Review

Blalock Williams reduced its McDonald's (MCD) stake by 2.8% in Q1 2026, selling an estimated $10.2K and leaving 1,113 shares worth $346K. The position accounts for 0.27% of the portfolio, ranked #85.

Blalock Williams first reported a position in MCD in Q4 2024 and has held it in 6 quarters since. The position peaked at $350K in Q4 2025. 3,569 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Blalock Williams held 1,113 shares of McDonald's worth $346K as of Q1 2026.
  • Blalock Williams sold 32 McDonald's shares in Q1 2026, an estimated $10.2K.
  • McDonald's made up 0.27% of Blalock Williams's portfolio in Q1 2026, its #85 holding.
  • Blalock Williams first reported a position in McDonald's in Q4 2024 and has held it in 6 quarters since.
  • Blalock Williams's McDonald's position peaked at $350K in Q4 2025.
  • 3,569 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Blalock Williams's 13F filing for Q1 2026, filed 14 May 2026.