CCP
MCD icon

Carmel Capital Partners’s McDonald's MCD Stock Holding History

Carmel Capital Partners’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 		$329K Sell
1,057
-287
-21% -$91.4K 0.12% 94
2025
Q4 		$411K Sell
1,344
-5
-0.4% -$1.53K 0.14% 86
2025
Q3 		$410K Sell
1,349
-1,044
-44% -$318K 0.17% 81
2025
Q2 		$699K Buy
2,393
+3
+0.1% +$925 0.25% 75
2025
Q1 		$747K Buy
2,390
+8
+0.3% +$2.39K 0.29% 72
2024
Q4 		$691K Sell
2,382
-6
-0.3% -$1.79K 0.28% 67
2024
Q3 		$727K Buy
2,388
+101
+4% +$27.8K 0.28% 72
2024
Q2 		$583K Buy
2,287
+66
+3% +$17.5K 0.25% 70
2024
Q1 		$626K Buy
2,221
+1,038
+88% +$302K 0.26% 72
2023
Q4 		$351K Sell
1,183
-115
-9% -$31.3K 0.18% 94
2023
Q3 		$342K Sell
1,298
-12
-0.9% -$3.42K 0.15% 102
2023
Q2 		$391K Buy
1,310
+37
+3% +$10.8K 0.2% 79
2023
Q1 		$356K Buy
1,273
+13
+1% +$3.48K 0.21% 83
2022
Q4 		$332K Buy
+1,260
New +$332K 0.23% 90

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

Carmel Capital Partners's MCD Position: Q1 2026 in Review

Carmel Capital Partners reduced its McDonald's (MCD) stake by 21% in Q1 2026, selling an estimated $91.4K and leaving 1,057 shares worth $329K. The position accounts for 0.12% of the portfolio, ranked #94.

Carmel Capital Partners first reported a position in MCD in Q4 2022 and has held it in 14 quarters since. The position peaked at $747K in Q1 2025. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Carmel Capital Partners held 1,057 shares of McDonald's worth $329K as of Q1 2026.
  • Carmel Capital Partners sold 287 McDonald's shares in Q1 2026, an estimated $91.4K.
  • McDonald's made up 0.12% of Carmel Capital Partners's portfolio in Q1 2026, its #94 holding.
  • Carmel Capital Partners first reported a position in McDonald's in Q4 2022 and has held it in 14 quarters since.
  • Carmel Capital Partners's McDonald's position peaked at $747K in Q1 2025.
  • 3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Carmel Capital Partners's 13F filing for Q1 2026, filed 30 Apr 2026.