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Concord Asset Management (Virginia)’s McDonald's MCD Stock Holding History

Concord Asset Management (Virginia)’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 		$2.68M Buy
8,623
+2,172
+34% +$692K 0.45% 59
2025
Q4 		$1.97M Buy
6,451
+120
+2% +$36.8K 0.34% 69
2025
Q3 		$1.92M Sell
6,331
-979
-13% -$298K 0.35% 69
2025
Q2 		$2.14M Buy
7,310
+1,111
+18% +$343K 0.32% 80
2025
Q1 		$1.97M Sell
6,199
-1,677
-21% -$502K 0.44% 63
2024
Q4 		$2.28M Sell
7,876
-613
-7% -$183K 0.5% 52
2024
Q3 		$2.58M Buy
8,489
+913
+12% +$252K 0.58% 47
2024
Q2 		$1.93M Buy
7,576
+947
+14% +$251K 0.48% 51
2024
Q1 		$1.87M Buy
6,629
+1,249
+23% +$363K 0.49% 49
2023
Q4 		$1.6M Buy
5,380
+1,947
+57% +$530K 0.47% 48
2023
Q3 		$904K Buy
3,433
+709
+26% +$202K 0.3% 55
2023
Q2 		$813K Buy
2,724
+462
+20% +$134K 0.29% 48
2023
Q1 		$633K Buy
2,262
+1,272
+128% +$341K 0.26% 48
2022
Q4 		$261K Buy
+990
New +$261K 0.18% 45

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

Concord Asset Management (Virginia)'s MCD Position: Q1 2026 in Review

Concord Asset Management (Virginia) increased its McDonald's (MCD) stake by 34% in Q1 2026, buying an estimated $692K and bringing the position to 8,623 shares worth $2.68M. The position accounts for 0.45% of the portfolio, ranked #59.

Concord Asset Management (Virginia) first reported a position in MCD in Q4 2022 and has held it in 14 quarters since. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Concord Asset Management (Virginia) held 8,623 shares of McDonald's worth $2.68M as of Q1 2026.
  • Concord Asset Management (Virginia) bought 2,172 McDonald's shares in Q1 2026, an estimated $692K.
  • McDonald's made up 0.45% of Concord Asset Management (Virginia)'s portfolio in Q1 2026, its #59 holding.
  • Concord Asset Management (Virginia) first reported a position in McDonald's in Q4 2022 and has held it in 14 quarters since.
  • 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Concord Asset Management (Virginia)'s 13F filing for Q1 2026, filed 1 May 2026.