Cercano Management’s McDonald's MCD Stock Holding History

Cercano 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	$4.56M	Buy	14,658 +13,731	+1,481%	+$4.37M	0.2%	65
2025 Q4	$283K	Hold	927	–	–	0.01%	124
2025 Q3	$282K	Hold	927	–	–	0.01%	129
2025 Q2	$271K	Hold	927	–	–	0.01%	130
2025 Q1	$290K	Hold	927	–	–	0.01%	123
2024 Q4	$269K	Hold	927	–	–	0.01%	151
2024 Q3	$282K	Buy	+927	New	+$256K	0.01%	137
2023 Q2	–	Sell	-32,201	Closed	-$9M	–	125
2023 Q1	$9M	Buy	+32,201	New	+$8.63M	0.36%	56

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

Cercano Management's MCD Position: Q1 2026 in Review

Cercano Management increased its McDonald's (MCD) stake by 1,481% in Q1 2026, buying an estimated $4.37M and bringing the position to 14,658 shares worth $4.56M. The position accounts for 0.2% of the portfolio, ranked #65.

Cercano Management first reported a position in MCD in Q1 2023 and has held it in 8 quarters since. The position peaked at $9M in Q1 2023. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Cercano Management held 14,658 shares of McDonald's worth $4.56M as of Q1 2026.
Cercano Management bought 13,731 McDonald's shares in Q1 2026, an estimated $4.37M.
McDonald's made up 0.2% of Cercano Management's portfolio in Q1 2026, its #65 holding.
Cercano Management first reported a position in McDonald's in Q1 2023 and has held it in 8 quarters since.
Cercano Management's McDonald's position peaked at $9M in Q1 2023.
3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Cercano Management's 13F filing for Q1 2026, filed 13 May 2026.