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

Compass 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	$1.2M	Sell	3,856 -900	-19%	-$287K	0.07%	53
2025 Q4	$1.45M	Sell	4,756 -235	-5%	-$72K	0.08%	55
2025 Q3	$1.52M	Buy	4,991 +1,135	+29%	+$345K	0.08%	52
2025 Q2	$1.13M	Buy	3,856 +200	+5%	+$61.7K	0.06%	51
2025 Q1	$1.14M	Hold	3,656	–	–	0.08%	28
2024 Q4	$1.06M	Hold	3,656	–	–	0.07%	29
2024 Q3	$1.11M	Hold	3,656	–	–	0.07%	29
2024 Q2	$932K	Hold	3,656	–	–	0.06%	29
2024 Q1	$1.03M	Hold	3,656	–	–	0.07%	30
2023 Q4	$1.08M	Hold	3,656	–	–	0.08%	29
2023 Q3	$963K	Hold	3,656	–	–	0.08%	28
2023 Q2	$1.09M	Hold	3,656	–	–	0.08%	29
2023 Q1	$1.02M	Hold	3,656	–	–	0.08%	30
2022 Q4	$963K	Hold	3,656	–	–	0.08%	31
2022 Q3	$844K	Hold	3,656	–	–	0.07%	31
2022 Q2	$903K	Hold	3,656	–	–	0.07%	29
2022 Q1	$904K	Hold	3,656	–	–	0.06%	30
2021 Q4	$980K	Hold	3,656	–	–	0.07%	30
2021 Q3	$881K	Hold	3,656	–	–	0.07%	30
2021 Q2	$844K	Hold	3,656	–	–	0.06%	30
2021 Q1	$819K	Hold	3,656	–	–	0.07%	30
2020 Q4	$785K	Hold	3,656	–	–	0.07%	30
2020 Q3	$802K	Hold	3,656	–	–	0.08%	30
2020 Q2	$674K	Hold	3,656	–	–	0.07%	29
2020 Q1	$605K	Hold	3,656	–	–	0.08%	29
2019 Q4	$722K	Hold	3,656	–	–	0.08%	30
2019 Q3	$785K	Hold	3,656	–	–	0.09%	29
2019 Q2	$759K	Sell	3,656 -20	-0.5%	-$3.96K	0.09%	29
2019 Q1	$698K	Buy	3,676 +20	+0.5%	+$3.63K	0.09%	30
2018 Q4	$649K	Sell	3,656 -500	-12%	-$88.7K	0.09%	30
2018 Q3	$695K	Buy	4,156 +500	+14%	+$80.1K	0.09%	31
2018 Q2	$573K	Sell	3,656 -725	-17%	-$118K	0.08%	32
2018 Q1	$685K	Sell	4,381 -305	-7%	-$50.2K	0.1%	32
2017 Q4	$807K	Hold	4,686	–	–	0.12%	32
2017 Q3	$734K	Hold	4,686	–	–	0.12%	32
2017 Q2	$718K	Hold	4,686	–	–	0.12%	32
2017 Q1	$607K	Hold	4,686	–	–	0.1%	32
2016 Q4	$570K	Hold	4,686	–	–	0.11%	35
2016 Q3	$541K	Sell	4,686 -131	-3%	-$15.5K	0.1%	34
2016 Q2	$580K	Buy	4,817 +131	+3%	+$16.4K	0.11%	34
2016 Q1	$589K	Buy	4,686 +370	+9%	+$44.2K	0.12%	33
2015 Q4	$510K	Hold	4,316	–	–	0.11%	34
2015 Q3	$425K	Sell	4,316 -138	-3%	-$13.4K	0.1%	36
2015 Q2	$423K	Buy	4,454 +138	+3%	+$13.3K	0.09%	36
2015 Q1	$421K	Hold	4,316	–	–	0.09%	37
2014 Q4	$404K	Hold	4,316	–	–	0.09%	36
2014 Q3	$409K	Hold	4,316	–	–	0.08%	47
2014 Q2	$435K	Hold	4,316	–	–	0.08%	48
2014 Q1	$423K	Sell	4,316 -80	-2%	-$7.65K	0.08%	47
2013 Q4	$427K	Buy	4,396 +80	+2%	+$7.69K	0.09%	47
2013 Q3	$415K	Buy	4,316 +1,962	+83%	+$192K	0.09%	46
2013 Q2	$233K	Buy	+2,354	New	+$236K	0.06%	50

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

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

Compass Capital Management reduced its McDonald's (MCD) stake by 19% in Q1 2026, selling an estimated $287K and leaving 3,856 shares worth $1.2M. The position accounts for 0.07% of the portfolio, ranked #53.

Compass Capital Management first reported a position in MCD in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.52M in Q3 2025. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Compass Capital Management held 3,856 shares of McDonald's worth $1.2M as of Q1 2026.
Compass Capital Management sold 900 McDonald's shares in Q1 2026, an estimated $287K.
McDonald's made up 0.07% of Compass Capital Management's portfolio in Q1 2026, its #53 holding.
Compass Capital Management first reported a position in McDonald's in Q2 2013 and has held it in 52 quarters since.
Compass Capital Management's McDonald's position peaked at $1.52M in Q3 2025.
3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Compass Capital Management's 13F filing for Q1 2026, filed 21 May 2026.