BRM
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Boston Research & Management’s McDonald's MCD Stock Holding History

Boston Research & 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 		$7.49M Sell
24,102
-70
-0.3% -$22.3K 1.78% 18
2025
Q4 		$7.39M Sell
24,172
-847
-3% -$259K 1.7% 17
2025
Q3 		$7.6M Buy
25,019
+2
+0% +$609 1.68% 18
2025
Q2 		$7.31M Buy
25,017
+333
+1% +$103K 1.75% 19
2025
Q1 		$7.71M Sell
24,684
-362
-1% -$108K 1.91% 16
2024
Q4 		$7.26M Sell
25,046
-83
-0.3% -$24.8K 1.78% 17
2024
Q3 		$7.65M Buy
25,129
+190
+0.8% +$52.4K 1.8% 17
2024
Q2 		$6.36M Buy
24,939
+592
+2% +$157K 1.61% 21
2024
Q1 		$6.86M Buy
24,347
+108
+0.4% +$31.4K 1.7% 20
2023
Q4 		$7.19M Buy
24,239
+501
+2% +$136K 1.91% 13
2023
Q3 		$6.25M Buy
23,738
+140
+0.6% +$39.9K 1.85% 14
2023
Q2 		$7.04M Buy
23,598
+103
+0.4% +$29.9K 1.99% 13
2023
Q1 		$6.57M Sell
23,495
-485
-2% -$130K 1.96% 13
2022
Q4 		$6.32M Sell
23,980
-270
-1% -$71.2K 1.96% 15
2022
Q3 		$5.59M Sell
24,250
-35
-0.1% -$8.95K 1.91% 13
2022
Q2 		$6M Sell
24,285
-60
-0.2% -$14.8K 1.94% 11
2022
Q1 		$6.02M Sell
24,345
-719
-3% -$179K 1.75% 17
2021
Q4 		$6.72M Sell
25,064
-17
-0.1% -$4.29K 1.83% 19
2021
Q3 		$6.05M Buy
25,081
+15
+0.1% +$3.58K 1.8% 19
2021
Q2 		$5.79M Buy
25,066
+105
+0.4% +$24.4K 1.76% 21
2021
Q1 		$5.59M Buy
24,961
+276
+1% +$59K 1.8% 22
2020
Q4 		$5.3M Buy
24,685
+168
+0.7% +$36.5K 1.84% 22
2020
Q3 		$5.38M Sell
24,517
-765
-3% -$157K 2.1% 14
2020
Q2 		$4.66M Buy
25,282
+313
+1% +$57.4K 1.94% 17
2020
Q1 		$4.13M Sell
24,969
-448
-2% -$88.3K 2.07% 16
2019
Q4 		$5.02M Buy
25,417
+75
+0.3% +$14.9K 1.88% 20
2019
Q3 		$5.44M Buy
25,342
+145
+0.6% +$31.1K 2.15% 9
2019
Q2 		$5.23M Sell
25,197
-260
-1% -$51.5K 2.12% 10
2019
Q1 		$4.83M Sell
25,457
-305
-1% -$55.4K 2.01% 13
2018
Q4 		$4.57M Buy
25,762
+1,170
+5% +$207K 2.18% 11
2018
Q3 		$4.11M Buy
24,592
+500
+2% +$80.1K 1.88% 20
2018
Q2 		$3.77M Sell
24,092
-570
-2% -$92.4K 1.86% 17
2018
Q1 		$3.86M Buy
24,662
+130
+0.5% +$21.4K 1.96% 18
2017
Q4 		$4.22M Sell
24,532
-1,720
-7% -$289K 2.12% 11
2017
Q3 		$4.11M Sell
26,252
-365
-1% -$57.2K 2.1% 11
2017
Q2 		$4.08M Sell
26,617
-415
-2% -$60K 2.21% 6
2017
Q1 		$3.5M Sell
27,032
-785
-3% -$98.5K 1.91% 16
2016
Q4 		$3.38M Buy
27,817
+340
+1% +$39.9K 1.93% 14
2016
Q3 		$3.17M Buy
27,477
+527
+2% +$62.4K 1.83% 20
2016
Q2 		$3.24M Buy
26,950
+80
+0.3% +$10K 1.97% 11
2016
Q1 		$3.38M Sell
26,870
-730
-3% -$87.2K 2.1% 9
2015
Q4 		$3.26M Sell
27,600
-10
-0% -$1.12K 2.03% 10
2015
Q3 		$2.72M Buy
27,610
+30
+0.1% +$2.92K 1.79% 20
2015
Q2 		$2.62M Sell
27,580
-390
-1% -$37.7K 1.66% 27
2015
Q1 		$2.73M Buy
27,970
+2,575
+10% +$244K 1.73% 24
2014
Q4 		$2.38M Sell
25,395
-795
-3% -$74.4K 1.49% 30
2014
Q3 		$2.48M Buy
26,190
+2,370
+10% +$226K 1.67% 22
2014
Q2 		$2.4M Buy
23,820
+431
+2% +$43.5K 1.66% 23
2014
Q1 		$2.29M Buy
23,389
+460
+2% +$44K 1.69% 22
2013
Q4 		$2.22M Buy
22,929
+1,042
+5% +$100K 1.71% 22
2013
Q3 		$2.1M Buy
21,887
+220
+1% +$21.5K 1.78% 21
2013
Q2 		$2.15M Buy
+21,667
New +$2.17M 1.91% 17

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 Research & Management's MCD Position: Q1 2026 in Review

Boston Research & Management reduced its McDonald's (MCD) stake by 0.29% in Q1 2026, selling an estimated $22.3K and leaving 24,102 shares worth $7.49M. The position accounts for 1.78% of the portfolio, ranked #18.

Boston Research & Management first reported a position in MCD in Q2 2013 and has held it in 52 quarters since. The position peaked at $7.71M in Q1 2025. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Boston Research & Management held 24,102 shares of McDonald's worth $7.49M as of Q1 2026.
  • Boston Research & Management sold 70 McDonald's shares in Q1 2026, an estimated $22.3K.
  • McDonald's made up 1.78% of Boston Research & Management's portfolio in Q1 2026, its #18 holding.
  • Boston Research & Management first reported a position in McDonald's in Q2 2013 and has held it in 52 quarters since.
  • Boston Research & Management's McDonald's position peaked at $7.71M in Q1 2025.
  • 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Boston Research & Management's 13F filing for Q1 2026, filed 10 Apr 2026.