BFO
MCD icon

Boston Family Office’s McDonald's MCD Stock Holding History

Boston Family Office’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 		$9.26M Buy
29,788
+1,563
+6% +$498K 0.62% 47
2025
Q4 		$8.63M Buy
28,225
+1,942
+7% +$595K 0.55% 49
2025
Q3 		$7.99M Buy
26,283
+33
+0.1% +$10K 0.51% 56
2025
Q2 		$7.67M Sell
26,250
-214
-0.8% -$66K 0.51% 53
2025
Q1 		$8.27M Sell
26,464
-127
-0.5% -$38K 0.59% 49
2024
Q4 		$7.71M Sell
26,591
-473
-2% -$141K 0.53% 54
2024
Q3 		$8.24M Sell
27,064
-613
-2% -$169K 0.56% 54
2024
Q2 		$7.05M Sell
27,677
-5,593
-17% -$1.48M 0.51% 56
2024
Q1 		$9.38M Hold
33,270
– – 0.67% 46
2023
Q4 		$9.87M Sell
33,270
-167
-0.5% -$45.5K 0.74% 38
2023
Q3 		$8.81M Sell
33,437
-502
-1% -$143K 0.72% 40
2023
Q2 		$10.1M Buy
33,939
+785
+2% +$228K 0.78% 41
2023
Q1 		$9.27M Buy
33,154
+200
+0.6% +$53.6K 0.74% 43
2022
Q4 		$8.68M Sell
32,954
-50
-0.2% -$13.2K 0.72% 45
2022
Q3 		$7.62M Sell
33,004
-4,799
-13% -$1.23M 0.68% 45
2022
Q2 		$9.33M Buy
37,803
+374
+1% +$92.1K 0.78% 41
2022
Q1 		$9.26M Sell
37,429
-100
-0.3% -$24.9K 0.66% 46
2021
Q4 		$10.1M Sell
37,529
-697
-2% -$176K 0.65% 48
2021
Q3 		$9.22M Buy
38,226
+271
+0.7% +$64.7K 0.67% 47
2021
Q2 		$8.77M Buy
37,955
+162
+0.4% +$37.7K 0.63% 52
2021
Q1 		$8.4M Buy
37,793
+445
+1% +$95.2K 0.63% 54
2020
Q4 		$8.01M Buy
37,348
+945
+3% +$205K 0.62% 54
2020
Q3 		$7.99M Sell
36,403
-34
-0.1% -$6.98K 0.73% 45
2020
Q2 		$6.72M Sell
36,437
-50
-0.1% -$9.17K 0.65% 48
2020
Q1 		$6.03M Sell
36,487
-777
-2% -$153K 0.71% 45
2019
Q4 		$7.36M Hold
37,264
– – 0.7% 46
2019
Q3 		$8M Sell
37,264
-15
-0% -$3.22K 0.83% 43
2019
Q2 		$7.74M Sell
37,279
-42
-0.1% -$8.32K 0.8% 43
2019
Q1 		$7.09M Sell
37,321
-967
-3% -$175K 0.77% 46
2018
Q4 		$6.8M Sell
38,288
-740
-2% -$131K 0.85% 46
2018
Q3 		$6.53M Buy
39,028
+628
+2% +$101K 0.69% 50
2018
Q2 		$6.02M Sell
38,400
-375
-1% -$60.8K 0.68% 49
2018
Q1 		$6.06M Buy
38,775
+18
+0% +$2.96K 0.69% 50
2017
Q4 		$6.67M Buy
38,757
+21
+0.1% +$3.53K 0.73% 50
2017
Q3 		$6.07M Buy
38,736
+22
+0.1% +$3.45K 0.69% 51
2017
Q2 		$5.93M Sell
38,714
-4,625
-11% -$668K 0.7% 51
2017
Q1 		$5.62M Sell
43,339
-4,595
-10% -$577K 0.69% 50
2016
Q4 		$5.83M Sell
47,934
-100
-0.2% -$11.7K 0.76% 42
2016
Q3 		$5.54M Sell
48,034
-42
-0.1% -$4.98K 0.72% 47
2016
Q2 		$5.79M Hold
48,076
– – 0.75% 40
2016
Q1 		$6.04M Buy
48,076
+837
+2% +$100K 0.8% 36
2015
Q4 		$5.58M Sell
47,239
-20
-0% -$2.24K 0.76% 38
2015
Q3 		$4.66M Sell
47,259
-364
-0.8% -$35.5K 0.65% 47
2015
Q2 		$4.53M Sell
47,623
-3,431
-7% -$332K 0.57% 57
2015
Q1 		$4.97M Sell
51,054
-12,111
-19% -$1.15M 0.62% 52
2014
Q4 		$5.92M Sell
63,165
-706
-1% -$66.1K 0.74% 42
2014
Q3 		$6.06M Sell
63,871
-3,085
-5% -$294K 0.78% 37
2014
Q2 		$6.75M Sell
66,956
-839
-1% -$84.7K 0.86% 36
2014
Q1 		$6.65M Sell
67,795
-14,590
-18% -$1.4M 0.88% 36
2013
Q4 		$7.99M Buy
82,385
+1,165
+1% +$112K 1.05% 29
2013
Q3 		$7.81M Sell
81,220
-475
-0.6% -$46.4K 1.11% 28
2013
Q2 		$8.09M Buy
+81,695
New +$8.18M 1.23% 21

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

Boston Family Office's MCD Position: Q1 2026 in Review

Boston Family Office increased its McDonald's (MCD) stake by 5.5% in Q1 2026, buying an estimated $498K and bringing the position to 29,788 shares worth $9.26M. The position accounts for 0.62% of the portfolio, ranked #47.

Boston Family Office first reported a position in MCD in Q2 2013 and has held it in 52 quarters since. The position peaked at $10.1M in Q2 2023. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Boston Family Office held 29,788 shares of McDonald's worth $9.26M as of Q1 2026.
  • Boston Family Office bought 1,563 McDonald's shares in Q1 2026, an estimated $498K.
  • McDonald's made up 0.62% of Boston Family Office's portfolio in Q1 2026, its #47 holding.
  • Boston Family Office first reported a position in McDonald's in Q2 2013 and has held it in 52 quarters since.
  • Boston Family Office's McDonald's position peaked at $10.1M in Q2 2023.
  • 3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Boston Family Office's 13F filing for Q1 2026, filed 13 May 2026.