Bolthouse Investments’s McDonald's MCD Stock Holding History

Bolthouse Investments’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	$784K	Hold	2,522	–	–	0.71%	30
2025 Q4	$771K	Buy	2,522 +269	+12%	+$82.4K	0.69%	28
2025 Q3	$685K	Hold	2,253	–	–	0.62%	32
2025 Q2	$658K	Hold	2,253	–	–	0.65%	33
2025 Q1	$704K	Hold	2,253	–	–	0.73%	29
2024 Q4	$653K	Buy	+2,253	New	+$672K	0.6%	32

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

Bolthouse Investments's MCD Position: Q1 2026 in Review

Bolthouse Investments held its McDonald's (MCD) position steady in Q1 2026 at 2,522 shares worth $784K. The position accounts for 0.71% of the portfolio, ranked #30.

Bolthouse Investments first reported a position in MCD in Q4 2024 and has held it in 6 quarters since. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Bolthouse Investments held 2,522 shares of McDonald's worth $784K as of Q1 2026.
Bolthouse Investments left its McDonald's share count unchanged in Q1 2026.
McDonald's made up 0.71% of Bolthouse Investments's portfolio in Q1 2026, its #30 holding.
Bolthouse Investments first reported a position in McDonald's in Q4 2024 and has held it in 6 quarters since.
3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Bolthouse Investments's 13F filing for Q1 2026, filed 28 Apr 2026.