Ceera Investments’s McDonald's MCD Stock Holding History

Ceera Investments’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	$232K	Hold	747	–	–	0.1%	87
2025 Q4	$228K	Hold	747	–	–	0.09%	86
2025 Q3	$227K	Sell	747 -10	-1%	-$3.04K	0.07%	107
2025 Q2	$221K	Sell	757 -4	-0.5%	-$1.23K	0.07%	110
2025 Q1	$238K	Buy	761 +4	+0.5%	+$1.2K	0.08%	93
2024 Q4	$219K	Hold	757	–	–	0.08%	95
2024 Q3	$231K	Buy	+757	New	+$209K	0.09%	94

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

Ceera Investments's MCD Position: Q1 2026 in Review

Ceera Investments held its McDonald's (MCD) position steady in Q1 2026 at 747 shares worth $232K. The position accounts for 0.1% of the portfolio, ranked #87.

Ceera Investments first reported a position in MCD in Q3 2024 and has held it in 7 quarters since. The position peaked at $238K in Q1 2025. 3,564 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Ceera Investments held 747 shares of McDonald's worth $232K as of Q1 2026.
Ceera Investments left its McDonald's share count unchanged in Q1 2026.
McDonald's made up 0.1% of Ceera Investments's portfolio in Q1 2026, its #87 holding.
Ceera Investments first reported a position in McDonald's in Q3 2024 and has held it in 7 quarters since.
Ceera Investments's McDonald's position peaked at $238K in Q1 2025.
3,564 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Ceera Investments's 13F filing for Q1 2026, filed 6 May 2026.