C.M. Bidwell & Associates’s McDonald's MCD Stock Holding History

C.M. Bidwell & 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	$253K	Sell	814 -3	-0.4%	-$956	0.12%	111
2025 Q4	$250K	Sell	817 -28	-3%	-$8.58K	0.12%	117
2025 Q3	$257K	Sell	845 -64	-7%	-$19.5K	0.12%	110
2025 Q2	$266K	Buy	+909	New	+$280K	0.14%	106
2020 Q2	–	Sell	-664	Closed	-$110K	–	440
2020 Q1	$110K	Buy	+664	New	+$131K	0.12%	159
2019 Q4	–	Sell	-1,030	Closed	-$221K	–	430
2019 Q3	$221K	Buy	+1,030	New	+$221K	0.22%	117
2016 Q2	–	Sell	-56,960	Closed	-$7.16M	–	287
2016 Q1	$7.16M	Buy	56,960 +54,250	+2,002%	+$6.48M	1.78%	7
2015 Q4	$320K	Buy	+2,710	New	+$303K	0.08%	118
2014 Q3	–	Sell	-90	Closed	-$9K	–	267
2014 Q2	$9K	Buy	+90	New	+$9.09K	﹤0.01%	223

Other funds holding MCD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

C.M. Bidwell & Associates's MCD Position: Q1 2026 in Review

C.M. Bidwell & Associates reduced its McDonald's (MCD) stake by 0.37% in Q1 2026, selling an estimated $956 and leaving 814 shares worth $253K. The position accounts for 0.12% of the portfolio, ranked #111.

C.M. Bidwell & Associates first reported a position in MCD in Q2 2014 and has held it in 9 quarters since. The position peaked at $7.16M in Q1 2016. 3,564 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

C.M. Bidwell & Associates held 814 shares of McDonald's worth $253K as of Q1 2026.
C.M. Bidwell & Associates sold 3 McDonald's shares in Q1 2026, an estimated $956.
McDonald's made up 0.12% of C.M. Bidwell & Associates's portfolio in Q1 2026, its #111 holding.
C.M. Bidwell & Associates first reported a position in McDonald's in Q2 2014 and has held it in 9 quarters since.
C.M. Bidwell & Associates's McDonald's position peaked at $7.16M in Q1 2016.
3,564 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on C.M. Bidwell & Associates's 13F filing for Q1 2026, filed 15 May 2026.