Broadleaf Partners’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $367K | Hold |
1,181
| – | – | 0.09% | 63 |
|
|
2025
Q4 | $361K | Hold |
1,181
| – | – | 0.08% | 62 |
|
|
2025
Q3 | $359K | Hold |
1,181
| – | – | 0.07% | 61 |
|
|
2025
Q2 | $345K | Hold |
1,181
| – | – | 0.08% | 65 |
|
|
2025
Q1 | $369K | Hold |
1,181
| – | – | 0.1% | 63 |
|
|
2024
Q4 | $342K | Hold |
1,181
| – | – | 0.08% | 61 |
|
|
2024
Q3 | $360K | Hold |
1,181
| – | – | 0.09% | 62 |
|
|
2024
Q2 | $301K | Hold |
1,181
| – | – | 0.07% | 63 |
|
|
2024
Q1 | $333K | Hold |
1,181
| – | – | 0.09% | 64 |
|
|
2023
Q4 | $350K | Hold |
1,181
| – | – | 0.1% | 64 |
|
|
2023
Q3 | $311K | Hold |
1,181
| – | – | 0.1% | 57 |
|
|
2023
Q2 | $352K | Hold |
1,181
| – | – | 0.12% | 57 |
|
|
2023
Q1 | $330K | Hold |
1,181
| – | – | 0.12% | 60 |
|
|
2022
Q4 | $311K | Sell |
1,181
-49
| -4% | -$12.9K | 0.12% | 57 |
|
|
2022
Q3 | $284K | Sell |
1,230
-50
| -4% | -$12.8K | 0.12% | 59 |
|
|
2022
Q2 | $316K | Hold |
1,280
| – | – | 0.13% | 54 |
|
|
2022
Q1 | $317K | Sell |
1,280
-5
| -0.4% | -$1.25K | 0.11% | 59 |
|
|
2021
Q4 | $344K | Hold |
1,285
| – | – | 0.11% | 58 |
|
|
2021
Q3 | $310K | Hold |
1,285
| – | – | 0.1% | 60 |
|
|
2021
Q2 | $297K | Hold |
1,285
| – | – | 0.1% | 63 |
|
|
2021
Q1 | $288K | Hold |
1,285
| – | – | 0.11% | 63 |
|
|
2020
Q4 | $276K | Hold |
1,285
| – | – | 0.11% | 59 |
|
|
2020
Q3 | $282K | Sell |
1,285
-5
| -0.4% | -$1.03K | 0.12% | 56 |
|
|
2020
Q2 | $238K | Hold |
1,290
| – | – | 0.12% | 57 |
|
|
2020
Q1 | $213K | Hold |
1,290
| – | – | 0.14% | 54 |
|
|
2019
Q4 | $255K | Buy |
1,290
+60
| +5% | +$11.9K | 0.14% | 58 |
|
|
2019
Q3 | $264K | Hold |
1,230
| – | – | 0.17% | 49 |
|
|
2019
Q2 | $255K | Hold |
1,230
| – | – | 0.16% | 48 |
|
|
2019
Q1 | $234K | Hold |
1,230
| – | – | 0.16% | 46 |
|
|
2018
Q4 | $218K | Hold |
1,230
| – | – | 0.17% | 47 |
|
|
2018
Q3 | $206K | Buy |
+1,230
| New | +$197K | 0.14% | 52 |
|
|
2018
Q1 | – | Sell |
-1,230
| Closed | -$212K | – | 55 |
|
|
2017
Q4 | $212K | Buy |
+1,230
| New | +$207K | 0.18% | 50 |
|
Other funds holding MCD
VCM
VPM
DAM
Broadleaf Partners's MCD Position: Q1 2026 in Review
Broadleaf Partners held its McDonald's (MCD) position steady in Q1 2026 at 1,181 shares worth $367K. The position accounts for 0.09% of the portfolio, ranked #63.
Broadleaf Partners first reported a position in MCD in Q4 2017 and has held it in 32 quarters since. The position peaked at $369K in Q1 2025. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.
- Broadleaf Partners held 1,181 shares of McDonald's worth $367K as of Q1 2026.
- Broadleaf Partners left its McDonald's share count unchanged in Q1 2026.
- McDonald's made up 0.09% of Broadleaf Partners's portfolio in Q1 2026, its #63 holding.
- Broadleaf Partners first reported a position in McDonald's in Q4 2017 and has held it in 32 quarters since.
- Broadleaf Partners's McDonald's position peaked at $369K in Q1 2025.
- 3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.
Based on Broadleaf Partners's 13F filing for Q1 2026, filed 14 May 2026.