Bontempo Ohly Capital Management’s McDonald's MCD Stock Holding History

Bontempo Ohly Capital 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	-8,922	Closed	-$2.73M	–	38
2025 Q4	$2.73M	Sell	8,922 -51	-0.6%	-$15.6K	1.17%	26
2025 Q3	$2.73M	Sell	8,973 -41	-0.5%	-$12.5K	1.18%	26
2025 Q2	$2.63M	Buy	9,014 +257	+3%	+$79.2K	1.19%	25
2025 Q1	$2.74M	Buy	+8,757	New	+$2.62M	1.32%	26
2016 Q1	–	Sell	-21,583	Closed	-$2.55M	–	35
2015 Q4	$2.55M	Sell	21,583 -667	-3%	-$74.6K	2.42%	8
2015 Q3	$2.19M	Buy	22,250 +112	+0.5%	+$10.9K	2.21%	8
2015 Q2	$2.1M	Sell	22,138 -65	-0.3%	-$6.29K	2.04%	8
2015 Q1	$2.16M	Buy	22,203 +2,200	+11%	+$209K	2.06%	8
2014 Q4	$1.87M	Buy	+20,003	New	+$1.87M	1.81%	16

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

Bontempo Ohly Capital Management's MCD Position: Q1 2026 in Review

Bontempo Ohly Capital Management sold out of McDonald's (MCD) in Q1 2026, closing a stake of 8,922 shares — an estimated $2.73M sold.

Bontempo Ohly Capital Management first reported a position in MCD in Q4 2014 and held it in 9 quarters. The position peaked at $2.74M in Q1 2025. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Bontempo Ohly Capital Management reported no remaining McDonald's position as of Q1 2026 after selling out during the quarter.
Bontempo Ohly Capital Management sold 8,922 McDonald's shares in Q1 2026, an estimated $2.73M.
Bontempo Ohly Capital Management first reported a position in McDonald's in Q4 2014 and held it in 9 quarters.
Bontempo Ohly Capital Management's McDonald's position peaked at $2.74M in Q1 2025.
3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Bontempo Ohly Capital Management's 13F filing for Q1 2026, filed 15 May 2026.