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Caitlin John’s McDonald's MCD Stock Holding History

Caitlin John’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 		$115K Hold
369
– – 0.07% 218
2025
Q4 		$113K Hold
369
– – 0.07% 220
2025
Q3 		$112K Buy
+369
New +$112K 0.08% 175
2025
Q1 		– Sell
-405
Closed -$117K – 520
2024
Q4 		$117K Buy
405
+13
+3% +$3.88K 0.08% 165
2024
Q3 		$117K Sell
392
-1,637
-81% -$451K 0.07% 168
2024
Q2 		$517K Buy
2,029
+1,745
+614% +$463K 0.37% 66
2024
Q1 		$80.1K Buy
284
+50
+21% +$14.5K 0.06% 186
2023
Q4 		$69.2K Buy
+234
New +$63.7K 0.06% 166

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

Caitlin John's MCD Position: Q1 2026 in Review

Caitlin John held its McDonald's (MCD) position steady in Q1 2026 at 369 shares worth $115K. The position accounts for 0.07% of the portfolio, ranked #218.

Caitlin John first reported a position in MCD in Q4 2023 and has held it in 8 quarters since. The position peaked at $517K in Q2 2024. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Caitlin John held 369 shares of McDonald's worth $115K as of Q1 2026.
  • Caitlin John left its McDonald's share count unchanged in Q1 2026.
  • McDonald's made up 0.07% of Caitlin John's portfolio in Q1 2026, its #218 holding.
  • Caitlin John first reported a position in McDonald's in Q4 2023 and has held it in 8 quarters since.
  • Caitlin John's McDonald's position peaked at $517K in Q2 2024.
  • 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.