Coastal Bridge Advisors’s McDonald's MCD Stock Holding History

Coastal Bridge 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	$4M	Buy	12,872 +342	+3%	+$109K	0.28%	81
2025 Q4	$3.83M	Sell	12,530 -120	-0.9%	-$36.8K	0.29%	86
2025 Q3	$3.84M	Sell	12,650 -209	-2%	-$63.6K	0.29%	90
2025 Q2	$3.76M	Buy	+12,859	New	+$3.96M	0.31%	89
2025 Q1	–	Sell	-3,638	Closed	-$1.05M	–	343
2024 Q4	$1.05M	Sell	3,638 -30	-0.8%	-$8.95K	0.27%	63
2024 Q3	$1.12M	Buy	3,668 +3	+0.1%	+$827	0.28%	61
2024 Q2	$934K	Buy	3,665 +7	+0.2%	+$1.86K	0.23%	65
2024 Q1	$1.03M	Buy	3,658 +2	+0.1%	+$582	0.24%	66
2023 Q4	$1.08M	Buy	3,656 +12	+0.3%	+$3.27K	0.28%	61
2023 Q3	$960K	Buy	3,644 +112	+3%	+$31.9K	0.26%	63
2023 Q2	$1.05M	Buy	3,532 +2	+0.1%	+$581	0.26%	60
2023 Q1	$987K	Sell	3,530 -33	-0.9%	-$8.84K	0.25%	60
2022 Q4	$939K	Buy	3,563 +37	+1%	+$9.76K	0.27%	62
2022 Q3	$814K	Buy	3,526 +702	+25%	+$179K	0.22%	63
2022 Q2	$697K	Buy	2,824 +1	+0%	+$246	0.21%	69
2022 Q1	$698K	Buy	2,823 +1	+0%	+$249	0.16%	73
2021 Q4	$757K	Buy	2,822 +125	+5%	+$31.6K	0.16%	77
2021 Q3	$650K	Hold	2,697	–	–	0.15%	70
2021 Q2	$623K	Buy	2,697 +32	+1%	+$7.45K	0.13%	76
2021 Q1	$597K	Buy	2,665 +1,248	+88%	+$267K	0.11%	75
2020 Q4	$304K	Sell	1,417 -551	-28%	-$120K	0.06%	99
2020 Q3	$432K	Sell	1,968 -54	-3%	-$11.1K	0.13%	75
2020 Q2	$373K	Hold	2,022	–	–	0.12%	83
2020 Q1	$334K	Buy	2,022 +58	+3%	+$11.4K	0.12%	86
2019 Q4	$388K	Sell	1,964 -40	-2%	-$7.93K	0.1%	83
2019 Q3	$430K	Buy	2,004 +57	+3%	+$12.2K	0.15%	87
2019 Q2	$404K	Sell	1,947 -51	-3%	-$10.1K	0.12%	84
2019 Q1	$379K	Buy	1,998 +58	+3%	+$10.5K	0.13%	82
2018 Q4	$345K	Buy	1,940 +3	+0.2%	+$532	0.14%	84
2018 Q3	$324K	Buy	1,937 +3	+0.2%	+$481	0.12%	91
2018 Q2	$303K	Buy	1,934 +4	+0.2%	+$649	0.12%	92
2018 Q1	$302K	Sell	1,930 -997	-34%	-$164K	0.11%	89
2017 Q4	$507K	Sell	2,927 -937	-24%	-$157K	0.16%	65
2017 Q3	$605K	Buy	3,864 +3	+0.1%	+$470	0.2%	58
2017 Q2	$591K	Buy	3,861 +152	+4%	+$22K	0.2%	57
2017 Q1	$481K	Buy	3,709 +4	+0.1%	+$502	0.16%	54
2016 Q4	$451K	Buy	3,705 +454	+14%	+$53.2K	0.18%	53
2016 Q3	$375K	Buy	3,251 +4	+0.1%	+$474	0.18%	44
2016 Q2	$391K	Hold	3,247	–	–	0.2%	42
2016 Q1	$408K	Sell	3,247 -9	-0.3%	-$1.07K	0.29%	37
2015 Q4	$385K	Buy	+3,256	New	+$364K	0.21%	39

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 $147M AUM 25.76% 1-Year Est. Return

Coastal Bridge Advisors's MCD Position: Q1 2026 in Review

Coastal Bridge Advisors increased its McDonald's (MCD) stake by 2.7% in Q1 2026, buying an estimated $109K and bringing the position to 12,872 shares worth $4M. The position accounts for 0.28% of the portfolio, ranked #81.

Coastal Bridge Advisors first reported a position in MCD in Q4 2015 and has held it in 41 quarters since. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Coastal Bridge Advisors held 12,872 shares of McDonald's worth $4M as of Q1 2026.
Coastal Bridge Advisors bought 342 McDonald's shares in Q1 2026, an estimated $109K.
McDonald's made up 0.28% of Coastal Bridge Advisors's portfolio in Q1 2026, its #81 holding.
Coastal Bridge Advisors first reported a position in McDonald's in Q4 2015 and has held it in 41 quarters since.
3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.