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Brooktree Capital Management’s McDonald's MCD Stock Holding History

Brooktree Capital 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 		$674K Sell
2,168
-128
-6% -$40.8K 0.53% 28
2025
Q4 		$702K Hold
2,296
– – 0.47% 24
2025
Q3 		$698K Hold
2,296
– – 0.44% 24
2025
Q2 		$671K Buy
+2,296
New +$708K 0.44% 25
2024
Q1 		– Sell
-990
Closed -$294K – 29
2023
Q4 		$294K Buy
990
+86
+10% +$23.4K 0.24% 26
2023
Q3 		$238K Hold
904
– – 0.2% 27
2023
Q2 		$270K Sell
904
-250
-22% -$72.6K 0.21% 28
2023
Q1 		$323K Sell
1,154
-525
-31% -$141K 0.25% 28
2022
Q4 		$442K Sell
1,679
-497
-23% -$131K 0.36% 29
2022
Q3 		$502K Sell
2,176
-622
-22% -$159K 0.41% 31
2022
Q2 		$691K Sell
2,798
-276
-9% -$68K 0.52% 31
2022
Q1 		$760K Sell
3,074
-9,905
-76% -$2.47M 0.5% 33
2021
Q4 		$3.48M Sell
12,979
-225
-2% -$56.8K 2.13% 15
2021
Q3 		$3.18M Sell
13,204
-2
-0% -$477 2.03% 17
2021
Q2 		$3.05M Sell
13,206
-50
-0.4% -$11.6K 1.96% 18
2021
Q1 		$2.97M Sell
13,256
-947
-7% -$203K 1.99% 17
2020
Q4 		$3.05M Sell
14,203
-1,040
-7% -$226K 2.24% 14
2020
Q3 		$3.35M Sell
15,243
-25
-0.2% -$5.13K 2.83% 12
2020
Q2 		$2.82M Hold
15,268
– – 2.65% 14
2020
Q1 		$2.52M Hold
15,268
– – 2.93% 13
2019
Q4 		$3.02M Buy
+15,268
New +$3.03M 2.77% 12

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

Brooktree Capital Management's MCD Position: Q1 2026 in Review

Brooktree Capital Management reduced its McDonald's (MCD) stake by 5.6% in Q1 2026, selling an estimated $40.8K and leaving 2,168 shares worth $674K. The position accounts for 0.53% of the portfolio, ranked #28.

Brooktree Capital Management first reported a position in MCD in Q4 2019 and has held it in 21 quarters since. The position peaked at $3.48M in Q4 2021. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Brooktree Capital Management held 2,168 shares of McDonald's worth $674K as of Q1 2026.
  • Brooktree Capital Management sold 128 McDonald's shares in Q1 2026, an estimated $40.8K.
  • McDonald's made up 0.53% of Brooktree Capital Management's portfolio in Q1 2026, its #28 holding.
  • Brooktree Capital Management first reported a position in McDonald's in Q4 2019 and has held it in 21 quarters since.
  • Brooktree Capital Management's McDonald's position peaked at $3.48M in Q4 2021.
  • 3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Brooktree Capital Management's 13F filing for Q1 2026, filed 6 May 2026.