Campbell Newman Asset Management’s McDonald's MCD Stock Holding History

Campbell Newman Asset 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	–	Sell	-23,204	Closed	-$7.09M	–	110
2025 Q4	$7.09M	Hold	23,204	–	–	0.52%	37
2025 Q3	$7.05M	Hold	23,204	–	–	0.52%	36
2025 Q2	$6.78M	Hold	23,204	–	–	0.54%	34
2025 Q1	$7.25M	Sell	23,204 -1,697	-7%	-$508K	0.62%	35
2024 Q4	$7.22M	Hold	24,901	–	–	0.58%	35
2024 Q3	$7.58M	Hold	24,901	–	–	0.57%	36
2024 Q2	$6.35M	Sell	24,901 -566	-2%	-$150K	0.51%	39
2024 Q1	$7.18M	Hold	25,467	–	–	0.58%	37
2023 Q4	$7.55M	Hold	25,467	–	–	0.65%	37
2023 Q3	$6.71M	Hold	25,467	–	–	0.63%	37
2023 Q2	$7.6M	Hold	25,467	–	–	0.68%	34
2023 Q1	$7.12M	Hold	25,467	–	–	0.69%	34
2022 Q4	$6.71M	Hold	25,467	–	–	0.67%	35
2022 Q3	$5.88M	Hold	25,467	–	–	0.66%	33
2022 Q2	$6.29M	Hold	25,467	–	–	0.66%	33
2022 Q1	$6.3M	Hold	25,467	–	–	0.61%	36
2021 Q4	$6.83M	Hold	25,467	–	–	0.61%	33
2021 Q3	$6.14M	Hold	25,467	–	–	0.63%	34
2021 Q2	$5.88M	Hold	25,467	–	–	0.58%	36
2021 Q1	$5.71M	Sell	25,467 -2,232	-8%	-$477K	0.6%	35
2020 Q4	$5.94M	Hold	27,699	–	–	0.67%	34
2020 Q3	$6.08M	Sell	27,699 -109	-0.4%	-$22.4K	0.78%	34
2020 Q2	$5.13M	Buy	27,808 +109	+0.4%	+$20K	0.71%	34
2020 Q1	$4.58M	Hold	27,699	–	–	0.78%	34
2019 Q4	$5.47M	Hold	27,699	–	–	0.74%	36
2019 Q3	$5.95M	Hold	27,699	–	–	0.85%	36
2019 Q2	$5.75M	Hold	27,699	–	–	0.84%	34
2019 Q1	$5.26M	Hold	27,699	–	–	0.81%	34
2018 Q4	$4.92M	Hold	27,699	–	–	0.86%	34
2018 Q3	$4.63M	Hold	27,699	–	–	0.67%	34
2018 Q2	$4.34M	Hold	27,699	–	–	0.67%	33
2018 Q1	$4.33M	Hold	27,699	–	–	0.72%	34
2017 Q4	$4.77M	Hold	27,699	–	–	0.8%	34
2017 Q3	$4.34M	Hold	27,699	–	–	0.78%	34
2017 Q2	$4.24M	Hold	27,699	–	–	0.76%	34
2017 Q1	$3.59M	Hold	27,699	–	–	0.66%	34
2016 Q4	$3.37M	Hold	27,699	–	–	0.65%	35
2016 Q3	$3.19M	Hold	27,699	–	–	0.56%	38
2016 Q2	$3.33M	Buy	+27,699	New	+$3.47M	0.61%	38

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

Campbell Newman Asset Management's MCD Position: Q1 2026 in Review

Campbell Newman Asset Management sold out of McDonald's (MCD) in Q1 2026, closing a stake of 23,204 shares — an estimated $7.09M sold.

Campbell Newman Asset Management first reported a position in MCD in Q2 2016 and held it in 39 quarters. The position peaked at $7.6M in Q2 2023. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Campbell Newman Asset Management reported no remaining McDonald's position as of Q1 2026 after selling out during the quarter.
Campbell Newman Asset Management sold 23,204 McDonald's shares in Q1 2026, an estimated $7.09M.
Campbell Newman Asset Management first reported a position in McDonald's in Q2 2016 and held it in 39 quarters.
Campbell Newman Asset Management's McDonald's position peaked at $7.6M in Q2 2023.
3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Campbell Newman Asset Management's 13F filing for Q1 2026, filed 16 Apr 2026.