Blue Water Asset Management’s McDonald's MCD Stock Holding History

Blue Water 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	–	Sell	-657	Closed	-$201K	–	105
2025 Q4	$201K	Buy	+657	New	+$201K	0.07%	102

Other funds holding MCD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Blue Water Asset Management's MCD Position: Q1 2026 in Review

Blue Water Asset Management sold out of McDonald's (MCD) in Q1 2026, closing a stake of 657 shares — an estimated $201K sold.

Blue Water Asset Management first reported a position in MCD in Q4 2025 and held it in 1 quarter. The position peaked at $201K in Q4 2025. 3,588 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Blue Water Asset Management reported no remaining McDonald's position as of Q1 2026 after selling out during the quarter.
Blue Water Asset Management sold 657 McDonald's shares in Q1 2026, an estimated $201K.
Blue Water Asset Management first reported a position in McDonald's in Q4 2025 and held it in 1 quarter.
Blue Water Asset Management's McDonald's position peaked at $201K in Q4 2025.
3,588 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Blue Water Asset Management's 13F filing for Q1 2026, filed 5 May 2026.