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Brooks Moore & Associates’s McDonald's MCD Stock Holding History

Brooks Moore & 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 		$330K Hold
1,062
– – 0.17% 89
2025
Q4 		$325K Hold
1,062
– – 0.16% 89
2025
Q3 		$323K Hold
1,062
– – 0.16% 89
2025
Q2 		$319K Hold
1,062
– – 0.17% 91
2025
Q1 		$332K Hold
1,062
– – 0.19% 85
2024
Q4 		$308K Sell
1,062
-100
-9% -$29.8K 0.18% 83
2024
Q3 		$354K Hold
1,162
– – 0.21% 74
2024
Q2 		$296K Hold
1,162
– – 0.19% 77
2024
Q1 		$328K Hold
1,162
– – 0.21% 75
2023
Q4 		$345K Hold
1,162
– – 0.24% 68
2023
Q3 		$306K Hold
1,162
– – 0.23% 68
2023
Q2 		$347K Hold
1,162
– – 0.24% 68
2023
Q1 		$325K Sell
1,162
-150
-11% -$40.2K 0.23% 67
2022
Q4 		$346K Buy
1,312
+136
+12% +$35.9K 0.25% 65
2022
Q3 		$271K Hold
1,176
– – 0.22% 66
2022
Q2 		$290K Buy
1,176
+150
+15% +$36.9K 0.21% 72
2022
Q1 		$254K Hold
1,026
– – 0.16% 89
2021
Q4 		$275K Sell
1,026
-25
-2% -$6.31K 0.16% 89
2021
Q3 		$253K Sell
1,051
-58
-5% -$13.8K 0.17% 92
2021
Q2 		$256K Sell
1,109
-50
-4% -$11.6K 0.16% 90
2021
Q1 		$260K Hold
1,159
– – 0.18% 83
2020
Q4 		$249K Hold
1,159
– – 0.19% 84
2020
Q3 		$254K Hold
1,159
– – 0.22% 76
2020
Q2 		$214K Buy
+1,159
New +$213K 0.2% 77
2020
Q1 		– Sell
-1,159
Closed -$229K – 88
2019
Q4 		$229K Hold
1,159
– – 0.18% 92
2019
Q3 		$249K Hold
1,159
– – 0.21% 88
2019
Q2 		$241K Hold
1,159
– – 0.21% 92
2019
Q1 		$220K Hold
1,159
– – 0.2% 87
2018
Q4 		$206K Buy
+1,159
New +$206K 0.21% 85

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

Brooks Moore & Associates's MCD Position: Q1 2026 in Review

Brooks Moore & Associates held its McDonald's (MCD) position steady in Q1 2026 at 1,062 shares worth $330K. The position accounts for 0.17% of the portfolio, ranked #89.

Brooks Moore & Associates first reported a position in MCD in Q4 2018 and has held it in 29 quarters since. The position peaked at $354K in Q3 2024. 3,566 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Brooks Moore & Associates held 1,062 shares of McDonald's worth $330K as of Q1 2026.
  • Brooks Moore & Associates left its McDonald's share count unchanged in Q1 2026.
  • McDonald's made up 0.17% of Brooks Moore & Associates's portfolio in Q1 2026, its #89 holding.
  • Brooks Moore & Associates first reported a position in McDonald's in Q4 2018 and has held it in 29 quarters since.
  • Brooks Moore & Associates's McDonald's position peaked at $354K in Q3 2024.
  • 3,566 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Brooks Moore & Associates's 13F filing for Q1 2026, filed 15 May 2026.