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Coldstream Capital Management’s McDonald's MCD Stock Holding History

Coldstream Capital 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 		$10.2M Buy
32,802
+1,901
+6% +$606K 0.13% 93
2025
Q4 		$9.44M Sell
30,901
-446
-1% -$137K 0.12% 97
2025
Q3 		$9.53M Buy
31,347
+604
+2% +$184K 0.13% 95
2025
Q2 		$8.98M Buy
30,743
+155
+0.5% +$47.8K 0.15% 91
2025
Q1 		$9.55M Sell
30,588
-681
-2% -$204K 0.2% 71
2024
Q4 		$9.06M Buy
31,269
+974
+3% +$290K 0.19% 74
2024
Q3 		$9.22M Buy
30,295
+1,898
+7% +$523K 0.2% 70
2024
Q2 		$7.24M Buy
28,397
+424
+2% +$112K 0.18% 77
2024
Q1 		$7.89M Buy
27,973
+1,054
+4% +$307K 0.2% 71
2023
Q4 		$7.98M Sell
26,919
-109
-0.4% -$29.7K 0.22% 62
2023
Q3 		$7.12M Sell
27,028
-477
-2% -$136K 0.23% 63
2023
Q2 		$8.21M Buy
27,505
+94
+0.3% +$27.3K 0.26% 57
2023
Q1 		$7.66M Buy
27,411
+232
+0.9% +$62.2K 0.26% 61
2022
Q4 		$7.16M Buy
+27,179
New +$7.17M 0.26% 64
2022
Q2 		$6.77M Buy
27,414
+2,006
+8% +$494K 0.26% 68
2022
Q1 		$6.28M Sell
25,408
-598
-2% -$149K 0.22% 72
2021
Q4 		$6.97M Buy
26,006
+3,654
+16% +$923K 0.22% 68
2021
Q3 		$4.91M Buy
22,352
+1,376
+7% +$328K 0.24% 57
2021
Q2 		$4.84M Sell
20,976
-2,503
-11% -$582K 0.2% 74
2021
Q1 		$5.26M Buy
23,479
+1,265
+6% +$271K 0.31% 44
2020
Q4 		$4.77M Buy
22,214
+1,615
+8% +$351K 0.29% 46
2020
Q3 		$4.52M Sell
20,599
-207
-1% -$42.5K 0.38% 35
2020
Q2 		$3.84M Buy
20,806
+247
+1% +$45.3K 0.34% 43
2020
Q1 		$3.4M Buy
20,559
+319
+2% +$62.9K 0.37% 42
2019
Q4 		$4M Sell
20,240
-79
-0.4% -$15.7K 0.33% 52
2019
Q3 		$4.36M Sell
20,319
-1,083
-5% -$232K 0.37% 49
2019
Q2 		$4.45M Sell
21,402
-131
-0.6% -$25.9K 0.37% 49
2019
Q1 		$4.09M Sell
21,533
-1,946
-8% -$353K 0.36% 50
2018
Q4 		$4.17M Buy
23,479
+376
+2% +$66.7K 0.4% 47
2018
Q3 		$3.87M Buy
23,103
+1,528
+7% +$245K 0.35% 50
2018
Q2 		$3.38M Buy
21,575
+1,744
+9% +$283K 0.34% 50
2018
Q1 		$3.1M Sell
19,831
-806
-4% -$133K 0.33% 53
2017
Q4 		$3.55M Buy
20,637
+613
+3% +$103K 0.39% 46
2017
Q3 		$3.14M Buy
20,024
+1,095
+6% +$172K 0.36% 55
2017
Q2 		$2.9M Buy
18,929
+14,351
+313% +$2.07M 0.37% 50
2017
Q1 		$593K Buy
4,578
+206
+5% +$25.8K 0.08% 145
2016
Q4 		$532K Buy
4,372
+120
+3% +$14.1K 0.09% 138
2016
Q3 		$491K Sell
4,252
-278
-6% -$32.9K 0.09% 120
2016
Q2 		$545K Buy
4,530
+70
+2% +$8.77K 0.1% 154
2016
Q1 		$561K Buy
4,460
+226
+5% +$27K 0.1% 113
2015
Q4 		$500K Sell
4,234
-604
-12% -$67.5K 0.11% 98
2015
Q3 		$477K Buy
4,838
+172
+4% +$16.8K 0.13% 97
2015
Q2 		$444K Buy
4,666
+1,469
+46% +$142K 0.12% 97
2015
Q1 		$311K Buy
3,197
+183
+6% +$17.4K 0.09% 106
2014
Q4 		$282K Sell
3,014
-49
-2% -$4.59K 0.08% 125
2014
Q3 		$290K Buy
3,063
+36
+1% +$3.43K 0.08% 119
2014
Q2 		$305K Sell
3,027
-174
-5% -$17.6K 0.09% 128
2014
Q1 		$314K Sell
3,201
-370
-10% -$35.4K 0.1% 115
2013
Q4 		$346K Sell
3,571
-658
-16% -$63.2K 0.11% 109
2013
Q3 		$407K Sell
4,229
-13,632
-76% -$1.33M 0.13% 93
2013
Q2 		$1.77M Buy
+17,861
New +$1.79M 0.6% 37

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

Coldstream Capital Management's MCD Position: Q1 2026 in Review

Coldstream Capital Management increased its McDonald's (MCD) stake by 6.2% in Q1 2026, buying an estimated $606K and bringing the position to 32,802 shares worth $10.2M. The position accounts for 0.13% of the portfolio, ranked #93.

Coldstream Capital Management first reported a position in MCD in Q2 2013 and has held it in 51 quarters since. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Coldstream Capital Management held 32,802 shares of McDonald's worth $10.2M as of Q1 2026.
  • Coldstream Capital Management bought 1,901 McDonald's shares in Q1 2026, an estimated $606K.
  • McDonald's made up 0.13% of Coldstream Capital Management's portfolio in Q1 2026, its #93 holding.
  • Coldstream Capital Management first reported a position in McDonald's in Q2 2013 and has held it in 51 quarters since.
  • 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Coldstream Capital Management's 13F filing for Q1 2026, filed 8 May 2026.