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Childress Capital Advisors’s McDonald's MCD Stock Holding History

Childress Capital Advisors’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 		$730K Sell
2,350
-402
-15% -$128K 0.13% 117
2025
Q4 		$841K Buy
2,752
+39
+1% +$11.9K 0.14% 107
2025
Q3 		$825K Buy
2,713
+565
+26% +$172K 0.15% 101
2025
Q2 		$628K Buy
2,148
+419
+24% +$129K 0.16% 101
2025
Q1 		$540K Sell
1,729
-104
-6% -$31.1K 0.16% 97
2024
Q4 		$531K Buy
1,833
+79
+5% +$23.6K 0.15% 94
2024
Q3 		$534K Buy
1,754
+114
+7% +$31.4K 0.14% 104
2024
Q2 		$418K Sell
1,640
-114
-6% -$30.2K 0.12% 118
2024
Q1 		$495K Sell
1,754
-263
-13% -$76.5K 0.14% 96
2023
Q4 		$598K Sell
2,017
-69
-3% -$18.8K 0.18% 76
2023
Q3 		$550K Buy
+2,086
New +$595K 0.18% 78
2023
Q2 		– Sell
-834
Closed -$233K – 89
2023
Q1 		$233K Sell
834
-1,704
-67% -$457K 0.1% 78
2022
Q4 		$669K Sell
2,538
-93
-4% -$24.5K 0.22% 72
2022
Q3 		$614K Buy
2,631
+151
+6% +$38.6K 0.24% 71
2022
Q2 		$612K Buy
2,480
+428
+21% +$105K 0.24% 72
2022
Q1 		$504K Sell
2,052
-17
-0.8% -$4.24K 0.18% 96
2021
Q4 		$555K Sell
2,069
-369
-15% -$93.2K 0.23% 80
2021
Q3 		$587K Buy
2,438
+550
+29% +$131K 0.24% 81
2021
Q2 		$436K Sell
1,888
-23
-1% -$5.35K 0.2% 86
2021
Q1 		$428K Buy
1,911
+711
+59% +$152K 0.2% 97
2020
Q4 		$257K Buy
+1,200
New +$261K 0.15% 81

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

Childress Capital Advisors's MCD Position: Q1 2026 in Review

Childress Capital Advisors reduced its McDonald's (MCD) stake by 15% in Q1 2026, selling an estimated $128K and leaving 2,350 shares worth $730K. The position accounts for 0.13% of the portfolio, ranked #117.

Childress Capital Advisors first reported a position in MCD in Q4 2020 and has held it in 21 quarters since. The position peaked at $841K in Q4 2025. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Childress Capital Advisors held 2,350 shares of McDonald's worth $730K as of Q1 2026.
  • Childress Capital Advisors sold 402 McDonald's shares in Q1 2026, an estimated $128K.
  • McDonald's made up 0.13% of Childress Capital Advisors's portfolio in Q1 2026, its #117 holding.
  • Childress Capital Advisors first reported a position in McDonald's in Q4 2020 and has held it in 21 quarters since.
  • Childress Capital Advisors's McDonald's position peaked at $841K in Q4 2025.
  • 3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Childress Capital Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.