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Camelot Portfolios’s McDonald's MCD Stock Holding History

Camelot Portfolios’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 		– Sell
-30
Closed -$9.17K – 386
2025
Q4 		$9.17K Buy
+30
New +$9.19K 0.01% 431
2024
Q3 		– Sell
-149
Closed -$38K – 378
2024
Q2 		$38K Buy
+149
New +$39.5K 0.02% 316
2020
Q1 		– Sell
-1,045
Closed -$207K – 231
2019
Q4 		$207K Buy
+1,045
New +$207K 0.09% 211
2016
Q2 		– Sell
-2,319
Closed -$291K – 174
2016
Q1 		$291K Sell
2,319
-750
-24% -$89.6K 0.18% 114
2015
Q4 		$363K Sell
3,069
-257
-8% -$28.7K 0.23% 101
2015
Q3 		$328K Sell
3,326
-10,634
-76% -$1.04M 0.22% 113
2015
Q2 		$1.33M Buy
13,960
+1,543
+12% +$149K 0.77% 33
2015
Q1 		$1.21M Sell
12,417
-1,055
-8% -$100K 0.7% 39
2014
Q4 		$1.26M Buy
13,472
+91
+0.7% +$8.52K 0.73% 37
2014
Q3 		$1.27M Buy
13,381
+2,641
+25% +$252K 0.74% 35
2014
Q2 		$1.08M Buy
10,740
+10
+0.1% +$1.01K 0.7% 43
2014
Q1 		$1.05M Buy
10,730
+290
+3% +$27.7K 0.71% 37
2013
Q4 		$1.01M Buy
10,440
+8,350
+400% +$802K 0.65% 45
2013
Q3 		$201K Hold
2,090
– – 0.15% 135
2013
Q2 		$207K Buy
+2,090
New +$209K 0.16% 128

Other funds holding MCD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return

Camelot Portfolios's MCD Position: Q1 2026 in Review

Camelot Portfolios sold out of McDonald's (MCD) in Q1 2026, closing a stake of 30 shares — an estimated $9.17K sold.

Camelot Portfolios first reported a position in MCD in Q2 2013 and held it in 15 quarters. The position peaked at $1.33M in Q2 2015. 3,587 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Camelot Portfolios reported no remaining McDonald's position as of Q1 2026 after selling out during the quarter.
  • Camelot Portfolios sold 30 McDonald's shares in Q1 2026, an estimated $9.17K.
  • Camelot Portfolios first reported a position in McDonald's in Q2 2013 and held it in 15 quarters.
  • Camelot Portfolios's McDonald's position peaked at $1.33M in Q2 2015.
  • 3,587 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Camelot Portfolios's 13F filing for Q1 2026, filed 8 May 2026.