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Braun Stacey Associates’s McDonald's MCD Stock Holding History

Braun Stacey Associates’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 		$3.58M Hold
11,505
– – 0.12% 89
2025
Q4 		$3.52M Hold
11,505
– – 0.11% 88
2025
Q3 		$3.5M Buy
11,505
+1,080
+10% +$329K 0.11% 88
2025
Q2 		$3.05M Buy
10,425
+150
+1% +$46.2K 0.11% 90
2025
Q1 		$3.21M Buy
10,275
+1,175
+13% +$351K 0.13% 91
2024
Q4 		$2.64M Hold
9,100
– – 0.1% 94
2024
Q3 		$2.77M Buy
9,100
+3,400
+60% +$937K 0.11% 96
2024
Q2 		$1.45M Sell
5,700
-50
-0.9% -$13.3K 0.06% 94
2024
Q1 		$1.62M Sell
5,750
-500
-8% -$145K 0.06% 95
2023
Q4 		$1.85M Buy
6,250
+150
+2% +$40.8K 0.08% 95
2023
Q3 		$1.61M Buy
6,100
+200
+3% +$57K 0.08% 98
2023
Q2 		$1.76M Sell
5,900
-5,600
-49% -$1.63M 0.08% 100
2023
Q1 		$3.22M Buy
11,500
+5,600
+95% +$1.5M 0.08% 107
2022
Q4 		$1.55M Sell
5,900
-450
-7% -$119K 0.09% 106
2022
Q3 		$1.47M Sell
6,350
-25,928
-80% -$6.63M 0.09% 104
2022
Q2 		$7.97M Buy
32,278
+29,553
+1,085% +$7.28M 0.45% 90
2022
Q1 		$674K Buy
2,725
+200
+8% +$49.8K 0.03% 120
2021
Q4 		$677K Buy
2,525
+325
+15% +$82.1K 0.02% 121
2021
Q3 		$530K Hold
2,200
– – 0.02% 123
2021
Q2 		$508K Hold
2,200
– – 0.02% 122
2021
Q1 		$493K Sell
2,200
-200
-8% -$42.8K 0.02% 122
2020
Q4 		$515K Buy
2,400
+100
+4% +$21.7K 0.02% 118
2020
Q3 		$505K Sell
2,300
-100
-4% -$20.5K 0.03% 116
2020
Q2 		$443K Sell
2,400
-1,350
-36% -$248K 0.03% 112
2020
Q1 		$620K Sell
3,750
-100
-3% -$19.7K 0.05% 112
2019
Q4 		$761K Sell
3,850
-9,449
-71% -$1.87M 0.04% 110
2019
Q3 		$2.85M Sell
13,299
-3,200
-19% -$686K 0.18% 98
2019
Q2 		$3.43M Sell
16,499
-4,195
-20% -$831K 0.22% 98
2019
Q1 		$3.93M Sell
20,694
-3,064
-13% -$556K 0.26% 100
2018
Q4 		$4.22M Buy
23,758
+9,958
+72% +$1.77M 0.33% 96
2018
Q3 		$2.31M Sell
13,800
-300
-2% -$48.1K 0.15% 108
2018
Q2 		$2.21M Sell
14,100
-300
-2% -$48.6K 0.15% 104
2018
Q1 		$2.25M Sell
14,400
-2,137
-13% -$352K 0.15% 108
2017
Q4 		$2.85M Buy
16,537
+875
+6% +$147K 0.19% 109
2017
Q3 		$2.45M Buy
15,662
+3,012
+24% +$472K 0.17% 105
2017
Q2 		$1.94M Buy
12,650
+3,450
+38% +$499K 0.13% 110
2017
Q1 		$1.19M Buy
9,200
+3,550
+63% +$445K 0.08% 119
2016
Q4 		$688K Buy
5,650
+2,690
+91% +$315K 0.05% 134
2016
Q3 		$341K Sell
2,960
-121,636
-98% -$14.4M 0.02% 135
2016
Q2 		$15M Sell
124,596
-8,750
-7% -$1.1M 0.97% 55
2016
Q1 		$16.8M Buy
133,346
+19,875
+18% +$2.38M 1.09% 31
2015
Q4 		$13.4M Buy
+113,471
New +$12.7M 0.84% 71
2015
Q3 		– Sell
-46,845
Closed -$4.45M – 214
2015
Q2 		$4.45M Buy
+46,845
New +$4.53M 0.19% 120
2015
Q1 		– Sell
-16,220
Closed -$1.52M – 155
2014
Q4 		$1.52M Sell
16,220
-73,191
-82% -$6.85M 0.09% 106
2014
Q3 		$8.48M Sell
89,411
-21,019
-19% -$2M 0.52% 92
2014
Q2 		$11.1M Buy
110,430
+41,095
+59% +$4.15M 0.66% 84
2014
Q1 		$6.8M Sell
69,335
-2,955
-4% -$283K 0.4% 96
2013
Q4 		$7.01M Sell
72,290
-17,068
-19% -$1.64M 0.4% 95
2013
Q3 		$8.6M Sell
89,358
-49,407
-36% -$4.82M 0.53% 89
2013
Q2 		$13.7M Buy
+138,765
New +$13.9M 0.87% 63

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 $147M AUM 25.76% 1-Year Est. Return

Braun Stacey Associates's MCD Position: Q1 2026 in Review

Braun Stacey Associates held its McDonald's (MCD) position steady in Q1 2026 at 11,505 shares worth $3.58M. The position accounts for 0.12% of the portfolio, ranked #89.

Braun Stacey Associates first reported a position in MCD in Q2 2013 and has held it in 50 quarters since. The position peaked at $16.8M in Q1 2016. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Braun Stacey Associates held 11,505 shares of McDonald's worth $3.58M as of Q1 2026.
  • Braun Stacey Associates left its McDonald's share count unchanged in Q1 2026.
  • McDonald's made up 0.12% of Braun Stacey Associates's portfolio in Q1 2026, its #89 holding.
  • Braun Stacey Associates first reported a position in McDonald's in Q2 2013 and has held it in 50 quarters since.
  • Braun Stacey Associates's McDonald's position peaked at $16.8M in Q1 2016.
  • 3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Braun Stacey Associates's 13F filing for Q1 2026, filed 22 Apr 2026.