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Boyar Asset Management’s McDonald's MCD Stock Holding History

Boyar 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 		$1.59M Sell
5,108
-167
-3% -$53.2K 0.9% 28
2025
Q4 		$1.61M Sell
5,275
-40
-0.8% -$12.3K 1.02% 24
2025
Q3 		$1.62M Sell
5,315
-30
-0.6% -$9.13K 1.02% 24
2025
Q2 		$1.56M Hold
5,345
– – 1.02% 23
2025
Q1 		$1.67M Sell
5,345
-836
-14% -$250K 1.21% 19
2024
Q4 		$1.79M Buy
6,181
+4
+0.1% +$1.19K 1.18% 22
2024
Q3 		$1.88M Hold
6,177
– – 1.21% 22
2024
Q2 		$1.57M Sell
6,177
-22
-0.4% -$5.84K 1.08% 25
2024
Q1 		$1.75M Hold
6,199
– – 1.14% 23
2023
Q4 		$1.84M Sell
6,199
-15
-0.2% -$4.08K 1.38% 19
2023
Q3 		$1.64M Hold
6,214
– – 1.29% 23
2023
Q2 		$1.85M Hold
6,214
– – 1.37% 20
2023
Q1 		$1.74M Hold
6,214
– – 1.34% 24
2022
Q4 		$1.64M Sell
6,214
-95
-2% -$25.1K 1.34% 22
2022
Q3 		$1.46M Hold
6,309
– – 1.2% 25
2022
Q2 		$1.56M Sell
6,309
-386
-6% -$95.1K 1.29% 24
2022
Q1 		$1.66M Hold
6,695
– – 1.06% 28
2021
Q4 		$1.79M Hold
6,695
– – 1.08% 26
2021
Q3 		$1.61M Hold
6,695
– – 1.06% 27
2021
Q2 		$1.55M Hold
6,695
– – 1% 30
2021
Q1 		$1.5M Sell
6,695
-30
-0.4% -$6.42K 1.02% 30
2020
Q4 		$1.44M Hold
6,725
– – 1.09% 27
2020
Q3 		$1.48M Hold
6,725
– – 1.24% 25
2020
Q2 		$1.24M Hold
6,725
– – 1.15% 26
2020
Q1 		$1.11M Hold
6,725
– – 1.25% 24
2019
Q4 		$1.33M Sell
6,725
-221
-3% -$43.8K 0.96% 32
2019
Q3 		$1.49M Sell
6,946
-90
-1% -$19.3K 1.13% 32
2019
Q2 		$1.46M Sell
7,036
-84
-1% -$16.6K 1.08% 33
2019
Q1 		$1.35M Sell
7,120
-125
-2% -$22.7K 1.02% 34
2018
Q4 		$1.29M Sell
7,245
-318
-4% -$56.4K 1.06% 34
2018
Q3 		$1.26M Hold
7,563
– – 0.86% 37
2018
Q2 		$1.19M Sell
7,563
-126
-2% -$20.4K 0.87% 37
2018
Q1 		$1.2M Hold
7,689
– – 0.87% 37
2017
Q4 		$1.32M Sell
7,689
-176
-2% -$29.6K 0.94% 36
2017
Q3 		$1.23M Sell
7,865
-552
-7% -$86.5K 0.92% 38
2017
Q2 		$1.29M Hold
8,417
– – 0.95% 39
2017
Q1 		$1.09M Buy
8,417
+2,845
+51% +$357K 0.8% 41
2016
Q4 		$678K Sell
5,572
-3,000
-35% -$352K 0.68% 46
2016
Q3 		$989K Sell
8,572
-699
-8% -$82.8K 0.78% 43
2016
Q2 		$1.12M Sell
9,271
-16
-0.2% -$2K 0.89% 42
2016
Q1 		$1.17M Sell
9,287
-46
-0.5% -$5.5K 0.92% 41
2015
Q4 		$1.1M Sell
9,333
-24
-0.3% -$2.68K 0.88% 40
2015
Q3 		$922K Buy
9,357
+886
+10% +$86.3K 0.78% 40
2015
Q2 		$805K Buy
8,471
+1,490
+21% +$144K 0.62% 46
2015
Q1 		$680K Buy
6,981
+989
+17% +$93.8K 0.52% 46
2014
Q4 		$561K Buy
+5,992
New +$561K 0.44% 51

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

Boyar Asset Management's MCD Position: Q1 2026 in Review

Boyar Asset Management reduced its McDonald's (MCD) stake by 3.2% in Q1 2026, selling an estimated $53.2K and leaving 5,108 shares worth $1.59M. The position accounts for 0.9% of the portfolio, ranked #28.

Boyar Asset Management first reported a position in MCD in Q4 2014 and has held it in 46 quarters since. The position peaked at $1.88M in Q3 2024. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Boyar Asset Management held 5,108 shares of McDonald's worth $1.59M as of Q1 2026.
  • Boyar Asset Management sold 167 McDonald's shares in Q1 2026, an estimated $53.2K.
  • McDonald's made up 0.9% of Boyar Asset Management's portfolio in Q1 2026, its #28 holding.
  • Boyar Asset Management first reported a position in McDonald's in Q4 2014 and has held it in 46 quarters since.
  • Boyar Asset Management's McDonald's position peaked at $1.88M in Q3 2024.
  • 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Boyar Asset Management's 13F filing for Q1 2026, filed 8 May 2026.