Commonwealth Equity Services’s McDonald's MCD Stock Holding History

Commonwealth Equity Services’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	$144M	Sell	463,572 -14,426	-3%	-$4.6M	0.2%	93
2025 Q4	$146M	Sell	477,998 -25,644	-5%	-$7.85M	0.19%	94
2025 Q3	$153M	Sell	503,642 -60,645	-11%	-$18.5M	0.2%	94
2025 Q2	$165M	Sell	564,287 -27,807	-5%	-$8.57M	0.22%	81
2025 Q1	$185M	Buy	592,094 +14,279	+2%	+$4.27M	0.26%	69
2024 Q4	$168M	Buy	577,815 +5,642	+1%	+$1.68M	0.24%	71
2024 Q3	$174M	Sell	572,173 -12,281	-2%	-$3.38M	0.26%	70
2024 Q2	$149M	Sell	584,454 -940	-0.2%	-$249K	0.24%	74
2024 Q1	$165M	Sell	585,394 -7,366	-1%	-$2.14M	0.27%	67
2023 Q4	$176M	Buy	592,760 +9,587	+2%	+$2.61M	0.32%	58
2023 Q3	$154M	Sell	583,173 -8,673	-1%	-$2.47M	0.32%	56
2023 Q2	$177M	Sell	591,846 -1,897	-0.3%	-$551K	0.36%	48
2023 Q1	$166K	Buy	593,743 +8,336	+1%	+$2.23M	0.35%	53
2022 Q4	$154M	Buy	585,407 +7,334	+1%	+$1.93M	0.37%	54
2022 Q3	$133M	Buy	578,073 +10,899	+2%	+$2.79M	0.34%	59
2022 Q2	$140M	Buy	567,174 +13,622	+2%	+$3.35M	0.36%	55
2022 Q1	$137M	Buy	553,552 +20,979	+4%	+$5.23M	0.31%	60
2021 Q4	$143M	Buy	532,573 +7,943	+2%	+$2.01M	0.32%	61
2021 Q3	$126M	Buy	524,630 +3,749	+0.7%	+$895K	0.32%	62
2021 Q2	$120M	Buy	520,881 +20,647	+4%	+$4.8M	0.31%	63
2021 Q1	$112M	Buy	500,234 +4,088	+0.8%	+$874K	0.32%	65
2020 Q4	$106M	Sell	496,146 -3,850	-0.8%	-$837K	0.32%	61
2020 Q3	$110M	Buy	499,996 +12,791	+3%	+$2.63M	0.37%	53
2020 Q2	$89.9M	Buy	487,205 +38,451	+9%	+$7.05M	0.34%	68
2020 Q1	$74.2M	Buy	448,754 +8,481	+2%	+$1.67M	0.35%	60
2019 Q4	$87M	Buy	440,273 +20,120	+5%	+$3.99M	0.33%	66
2019 Q3	$90.2M	Buy	420,153 +10,147	+2%	+$2.18M	0.38%	59
2019 Q2	$85.1M	Sell	410,006 -2,275	-0.6%	-$451K	0.38%	58
2019 Q1	$78.3M	Buy	412,281 +17,966	+5%	+$3.26M	0.36%	61
2018 Q4	$70M	Buy	394,315 +14,420	+4%	+$2.56M	0.37%	63
2018 Q3	$63.6M	Sell	379,895 -11,289	-3%	-$1.81M	0.3%	71
2018 Q2	$61.3M	Buy	391,184 +10,160	+3%	+$1.65M	0.32%	72
2018 Q1	$59.6M	Sell	381,024 -15,649	-4%	-$2.57M	0.32%	71
2017 Q4	$68.3M	Sell	396,673 -29,927	-7%	-$5.03M	0.37%	59
2017 Q3	$66.8M	Buy	426,600 +4,353	+1%	+$682K	0.4%	55
2017 Q2	$64.7M	Buy	422,247 +4,477	+1%	+$647K	0.41%	53
2017 Q1	$54.1M	Sell	417,770 -6,015	-1%	-$755K	0.36%	63
2016 Q4	$51.6M	Buy	423,785 +9,257	+2%	+$1.09M	0.38%	56
2016 Q3	$47.8M	Buy	414,528 +3,916	+1%	+$464K	0.38%	60
2016 Q2	$49.4M	Buy	410,612 +91	+0%	+$11.4K	0.42%	55
2016 Q1	$51.6M	Buy	410,521 +24,757	+6%	+$2.96M	0.46%	44
2015 Q4	$45.6M	Buy	385,764 +18,571	+5%	+$2.08M	0.43%	49
2015 Q3	$36.2M	Buy	367,193 +23,445	+7%	+$2.28M	0.38%	53
2015 Q2	$32.7M	Sell	343,748 -18,099	-5%	-$1.75M	0.32%	61
2015 Q1	$35.3M	Sell	361,847 -7,448	-2%	-$707K	0.37%	55
2014 Q4	$34.6M	Sell	369,295 -39,636	-10%	-$3.71M	0.39%	48
2014 Q3	$38.8M	Sell	408,931 -2,586	-0.6%	-$247K	0.47%	40
2014 Q2	$41.5M	Buy	411,517 +33,166	+9%	+$3.35M	0.5%	36
2014 Q1	$37.1M	Buy	378,351 +13,117	+4%	+$1.25M	0.51%	34
2013 Q4	$35.4M	Buy	365,234 +1,532	+0.4%	+$147K	0.51%	37
2013 Q3	$35M	Buy	363,702 +7,838	+2%	+$765K	0.57%	33
2013 Q2	$35.2M	Buy	+355,864	New	+$35.6M	0.62%	29

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

Commonwealth Equity Services's MCD Position: Q1 2026 in Review

Commonwealth Equity Services reduced its McDonald's (MCD) stake by 3% in Q1 2026, selling an estimated $4.6M and leaving 463,572 shares worth $144M. The position accounts for 0.2% of the portfolio, ranked #93.

Commonwealth Equity Services first reported a position in MCD in Q2 2013 and has held it in 52 quarters since. The position peaked at $185M in Q1 2025. 3,564 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Commonwealth Equity Services held 463,572 shares of McDonald's worth $144M as of Q1 2026.
Commonwealth Equity Services sold 14,426 McDonald's shares in Q1 2026, an estimated $4.6M.
McDonald's made up 0.2% of Commonwealth Equity Services's portfolio in Q1 2026, its #93 holding.
Commonwealth Equity Services first reported a position in McDonald's in Q2 2013 and has held it in 52 quarters since.
Commonwealth Equity Services's McDonald's position peaked at $185M in Q1 2025.
3,564 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.