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Brick & Kyle Associates’s McDonald's MCD Stock Holding History

Brick & Kyle 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 		$1.8M Buy
+5,807
New +$1.85M 0.6% 40
2025
Q3 		– Sell
-6,032
Closed -$1.8M – 65
2025
Q2 		$1.8M Sell
6,032
-665
-10% -$205K 0.8% 34
2025
Q1 		$2.08M Buy
6,697
+2
+0% +$598 0.96% 36
2024
Q4 		$1.94M Buy
+6,695
New +$2M 0.83% 38
2024
Q3 		– Sell
-6,918
Closed -$1.76M – 57
2024
Q2 		$1.76M Sell
6,918
-98
-1% -$26K 0.73% 39
2024
Q1 		$1.93M Sell
7,016
-197
-3% -$57.3K 0.86% 37
2023
Q4 		$2.14M Sell
7,213
-145
-2% -$39.5K 1.06% 35
2023
Q3 		$1.94M Sell
7,358
-192
-3% -$54.8K 1.03% 36
2023
Q2 		$2.24M Buy
7,550
+1
+0% +$291 1.2% 34
2023
Q1 		$2.11M Sell
7,549
-292
-4% -$78.2K 1.21% 35
2022
Q4 		$2.07M Sell
7,841
-893
-10% -$236K 1.2% 37
2022
Q3 		$2.02M Sell
8,734
-12,741
-59% -$3.26M 1.23% 36
2022
Q2 		$5.28M Sell
21,475
-344
-2% -$84.7K 2.96% 10
2022
Q1 		$5.39M Sell
21,819
-22,625
-51% -$5.64M 2.62% 11
2021
Q4 		$11.9M Buy
44,444
+22,215
+100% +$5.61M 2.77% 10
2021
Q3 		$5.39M Buy
22,229
+29
+0.1% +$6.92K 2.73% 11
2021
Q2 		$5.13M Sell
22,200
-415
-2% -$96.6K 2.68% 11
2021
Q1 		$5.09M Sell
22,615
-330
-1% -$70.6K 2.81% 10
2020
Q4 		$4.91M Buy
22,945
+813
+4% +$177K 3.06% 10
2020
Q3 		$5.05M Sell
22,132
-965
-4% -$198K 3.49% 5
2020
Q2 		$4.21M Buy
23,097
+166
+0.7% +$30.4K 3.14% 7
2020
Q1 		$3.79M Sell
22,931
-1,208
-5% -$238K 3.56% 7
2019
Q4 		$5.11M Sell
24,139
-108
-0.4% -$21.4K 3.89% 6
2019
Q3 		$4.65M Buy
24,247
+4,290
+21% +$920K 3.86% 5
2019
Q2 		$4.23M Sell
19,957
-210
-1% -$41.6K 3.99% 6
2019
Q1 		$3.83M Buy
20,167
+269
+1% +$48.8K 3.93% 6
2018
Q4 		$3.53M Buy
+19,898
New +$3.53M 3.38% 7
2018
Q2 		$3.26M Sell
20,795
-517
-2% -$83.8K 2.55% 8
2018
Q1 		$3.33M Buy
21,312
+157
+0.7% +$25.8K 2.69% 9
2017
Q4 		$3.64M Buy
21,155
+92
+0.4% +$15.4K 2.96% 7
2017
Q3 		$3.3M Sell
21,063
-8
-0% -$1.25K 2.67% 10
2017
Q2 		$3.23M Buy
21,071
+357
+2% +$51.6K 2.77% 7
2017
Q1 		$2.69M Sell
20,714
-467
-2% -$58.6K 2.08% 16
2016
Q4 		$2.58M Sell
21,181
-335
-2% -$39.3K 2.07% 14
2016
Q3 		$2.48M Buy
21,516
+20,449
+1,916% +$2.42M 2% 17
2016
Q2 		$128K Hold
1,067
– – 0.1% 110
2016
Q1 		$134K Hold
1,067
– – 0.12% 104
2015
Q4 		$126K Hold
1,067
– – 0.11% 105
2015
Q3 		$105K Sell
1,067
-105
-9% -$10.2K 0.1% 119
2015
Q2 		$111K Buy
1,172
+222
+23% +$21.5K 0.09% 127
2015
Q1 		$93K Hold
950
– – 0.08% 132
2014
Q4 		$89K Buy
+950
New +$88.9K 0.08% 136

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

Brick & Kyle Associates's MCD Position: Q1 2026 in Review

Brick & Kyle Associates opened a new position in McDonald's (MCD) in Q1 2026: 5,807 shares worth $1.8M. The stake represents 0.6% of the portfolio and ranks #40 among its holdings. This is a return to the name: Brick & Kyle Associates previously reported a position in MCD as recently as Q2 2025.

Brick & Kyle Associates first reported a position in MCD in Q4 2014 and has held it in 42 quarters since. The position peaked at $11.9M in Q4 2021. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Brick & Kyle Associates held 5,807 shares of McDonald's worth $1.8M as of Q1 2026.
  • McDonald's was a new Brick & Kyle Associates position in Q1 2026.
  • McDonald's made up 0.6% of Brick & Kyle Associates's portfolio in Q1 2026, its #40 holding.
  • Brick & Kyle Associates first reported a position in McDonald's in Q4 2014 and has held it in 42 quarters since.
  • Brick & Kyle Associates's McDonald's position peaked at $11.9M in Q4 2021.
  • 3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Brick & Kyle Associates's 13F filing for Q1 2026, filed 2 Jul 2026.