CIA
MCD icon

CCM Investment Advisers’s McDonald's MCD Stock Holding History

CCM Investment Advisers’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 		$240K Hold
772
– – 0.02% 83
2025
Q4 		$236K Hold
772
– – 0.02% 77
2025
Q3 		$235K Buy
+772
New +$235K 0.02% 79
2014
Q2 		– Sell
-3,871
Closed -$379K – 123
2014
Q1 		$379K Sell
3,871
-18,000
-82% -$1.72M 0.04% 98
2013
Q4 		$2.12M Sell
21,871
-46,927
-68% -$4.51M 0.2% 75
2013
Q3 		$6.62M Sell
68,798
-65,288
-49% -$6.37M 0.66% 56
2013
Q2 		$13.3M Buy
+134,086
New +$13.4M 1.37% 32

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

CCM Investment Advisers's MCD Position: Q1 2026 in Review

CCM Investment Advisers held its McDonald's (MCD) position steady in Q1 2026 at 772 shares worth $240K. The position accounts for 0.02% of the portfolio, ranked #83.

CCM Investment Advisers first reported a position in MCD in Q2 2013 and has held it in 7 quarters since. The position peaked at $13.3M in Q2 2013. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • CCM Investment Advisers held 772 shares of McDonald's worth $240K as of Q1 2026.
  • CCM Investment Advisers left its McDonald's share count unchanged in Q1 2026.
  • McDonald's made up 0.02% of CCM Investment Advisers's portfolio in Q1 2026, its #83 holding.
  • CCM Investment Advisers first reported a position in McDonald's in Q2 2013 and has held it in 7 quarters since.
  • CCM Investment Advisers's McDonald's position peaked at $13.3M in Q2 2013.
  • 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on CCM Investment Advisers's 13F filing for Q1 2026, filed 20 May 2026.