Blue Edge Capital’s McDonald's MCD Stock Holding History

Blue Edge Capital’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	$896K	Hold	2,883	–	–	0.12%	81
2025 Q4	$881K	Buy	2,883 +63	+2%	+$19.3K	0.12%	83
2025 Q3	$857K	Hold	2,820	–	–	0.12%	80
2025 Q2	$824K	Hold	2,820	–	–	0.12%	80
2025 Q1	$881K	Hold	2,820	–	–	0.14%	76
2024 Q4	$817K	Hold	2,820	–	–	0.13%	78
2024 Q3	$859K	Hold	2,820	–	–	0.13%	78
2024 Q2	$719K	Hold	2,820	–	–	0.12%	83
2024 Q1	$795K	Hold	2,820	–	–	0.13%	82
2023 Q4	$836K	Hold	2,820	–	–	0.16%	73
2023 Q3	$743K	Hold	2,820	–	–	0.16%	76
2023 Q2	$842K	Hold	2,820	–	–	0.17%	67
2023 Q1	$789K	Buy	2,820 +1,895	+205%	+$508K	0.17%	72
2022 Q4	$244K	Hold	925	–	–	0.06%	101
2022 Q3	$213K	Hold	925	–	–	0.05%	103
2022 Q2	$228K	Hold	925	–	–	0.05%	101
2022 Q1	$229K	Hold	925	–	–	0.05%	102
2021 Q4	$248K	Hold	925	–	–	0.05%	96
2021 Q3	$223K	Hold	925	–	–	0.05%	95
2021 Q2	$214K	Hold	925	–	–	0.04%	104
2021 Q1	$207K	Buy	+925	New	+$198K	0.05%	94
2020 Q4	–	Sell	-925	Closed	-$203K	–	103
2020 Q3	$203K	Buy	+925	New	+$190K	0.06%	97
2014 Q1	–	Sell	-7,502	Closed	-$728K	–	71
2013 Q4	$728K	Buy	+7,502	New	+$721K	0.53%	55

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 $137B AUM 18.02% 1-Year Est. Return

Blue Edge Capital's MCD Position: Q1 2026 in Review

Blue Edge Capital held its McDonald's (MCD) position steady in Q1 2026 at 2,883 shares worth $896K. The position accounts for 0.12% of the portfolio, ranked #81.

Blue Edge Capital first reported a position in MCD in Q4 2013 and has held it in 23 quarters since. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Blue Edge Capital held 2,883 shares of McDonald's worth $896K as of Q1 2026.
Blue Edge Capital left its McDonald's share count unchanged in Q1 2026.
McDonald's made up 0.12% of Blue Edge Capital's portfolio in Q1 2026, its #81 holding.
Blue Edge Capital first reported a position in McDonald's in Q4 2013 and has held it in 23 quarters since.
3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Blue Edge Capital's 13F filing for Q1 2026, filed 2 Jun 2026.