Cerity Partners’s McDonald's MCD Stock Holding History

Cerity 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	$155K	Buy	+500	New	+$159K	﹤0.01%	2944

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

Cerity Partners's MCD Position: Q1 2026 in Review

Cerity Partners increased its McDonald's (MCD) stake by 2% in Q1 2026, buying an estimated $3.23M and bringing the position to 515,095 shares worth $160M. The position accounts for 0.23% of the portfolio, ranked #91.

Cerity Partners first reported a position in MCD in Q1 2017 and has held it in 37 quarters since. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Cerity Partners held 515,095 shares of McDonald's worth $160M as of Q1 2026.
Cerity Partners bought 10,154 McDonald's shares in Q1 2026, an estimated $3.23M.
McDonald's made up 0.23% of Cerity Partners's portfolio in Q1 2026, its #91 holding.
Cerity Partners first reported a position in McDonald's in Q1 2017 and has held it in 37 quarters since.
3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.