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Cohen Investment Advisors’s McDonald's MCD Stock Holding History

Cohen Investment 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 		$3.99M Buy
12,842
+163
+1% +$51.9K 1.9% 22
2025
Q4 		$3.88M Buy
12,679
+238
+2% +$72.9K 1.78% 25
2025
Q3 		$3.78M Buy
12,441
+614
+5% +$187K 1.84% 23
2025
Q2 		$3.46M Buy
11,827
+295
+3% +$90.9K 1.8% 25
2025
Q1 		$3.6M Buy
11,532
+1,292
+13% +$386K 2.09% 20
2024
Q4 		$2.97M Buy
10,240
+191
+2% +$57K 1.79% 23
2024
Q3 		$3.06M Buy
10,049
+37
+0.4% +$10.2K 1.87% 23
2024
Q2 		$2.64M Sell
10,012
-318
-3% -$84.4K 2.12% 16
2024
Q1 		$2.91M Buy
10,330
+1,095
+12% +$318K 1.89% 23
2023
Q4 		$2.74M Sell
9,235
-777
-8% -$211K 2.02% 18
2023
Q3 		$2.64M Buy
10,012
+759
+8% +$216K 2.12% 16
2023
Q2 		$2.76M Sell
9,253
-806
-8% -$234K 2.22% 11
2023
Q1 		$2.81M Sell
10,059
-154
-2% -$41.3K 2.22% 12
2022
Q4 		$2.69M Buy
10,213
+62
+0.6% +$16.4K 2.24% 16
2022
Q3 		$2.34M Sell
10,151
-153
-1% -$39.1K 2.15% 15
2022
Q2 		$2.54M Sell
10,304
-98
-0.9% -$24.1K 2.18% 14
2022
Q1 		$2.57M Buy
10,402
+47
+0.5% +$11.7K 1.91% 21
2021
Q4 		$2.78M Sell
10,355
-28
-0.3% -$7.07K 1.98% 19
2021
Q3 		$2.5M Sell
10,383
-306
-3% -$73K 1.92% 20
2021
Q2 		$2.47M Sell
10,689
-439
-4% -$102K 1.92% 20
2021
Q1 		$2.47M Buy
11,128
+812
+8% +$174K 2% 20
2020
Q4 		$2.21M Buy
+10,316
New +$2.24M 2% 20

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

Cohen Investment Advisors's MCD Position: Q1 2026 in Review

Cohen Investment Advisors increased its McDonald's (MCD) stake by 1.3% in Q1 2026, buying an estimated $51.9K and bringing the position to 12,842 shares worth $3.99M. The position accounts for 1.9% of the portfolio, ranked #22.

Cohen Investment Advisors first reported a position in MCD in Q4 2020 and has held it in 22 quarters since. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Cohen Investment Advisors held 12,842 shares of McDonald's worth $3.99M as of Q1 2026.
  • Cohen Investment Advisors bought 163 McDonald's shares in Q1 2026, an estimated $51.9K.
  • McDonald's made up 1.9% of Cohen Investment Advisors's portfolio in Q1 2026, its #22 holding.
  • Cohen Investment Advisors first reported a position in McDonald's in Q4 2020 and has held it in 22 quarters since.
  • 3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Cohen Investment Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.