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
2025 Q4	–	Sell	-5	Closed	-$2.1K	–	969
2025 Q3	$2.1K	Buy	+5	New	+$1.52K	﹤0.01%	687

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

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.