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Concorde Asset Management’s McDonald's MCD Stock Holding History

Concorde Asset 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 		– Sell
-793
Closed -$242K – 233
2025
Q4 		$242K Sell
793
-39
-5% -$11.9K 0.1% 196
2025
Q3 		$251K Buy
+832
New +$253K 0.1% 189
2025
Q1 		$250K Buy
820
+115
+16% +$34.4K 0.13% 140
2024
Q4 		$204K Sell
705
-865
-55% -$258K 0.11% 171
2024
Q3 		$478K Buy
1,570
+346
+28% +$95.4K 0.27% 67
2024
Q2 		$312K Sell
1,224
-239
-16% -$63.4K 0.19% 98
2024
Q1 		$412K Sell
1,463
-32
-2% -$9.31K 0.28% 62
2023
Q4 		$443K Buy
1,495
+36
+2% +$9.8K 0.3% 60
2023
Q3 		$384K Sell
1,459
-68
-4% -$19.4K 0.35% 64
2023
Q2 		$456K Buy
1,527
+273
+22% +$79.3K 0.42% 48
2023
Q1 		$351K Sell
1,254
-228
-15% -$61.1K 0.42% 45
2022
Q4 		$390K Buy
1,482
+2
+0.1% +$528 0.35% 71
2022
Q3 		$341K Buy
+1,480
New +$378K 0.38% 76
2019
Q3 		– Sell
-1,105
Closed -$229K – 187
2019
Q2 		$229K Sell
1,105
-128
-10% -$25.4K 0.13% 191
2019
Q1 		$234K Buy
+1,233
New +$224K 0.15% 175
2018
Q3 		– Sell
-1,511
Closed -$237K – 149
2018
Q2 		$237K Sell
1,511
-159
-10% -$25.8K 0.27% 103
2018
Q1 		$272K Buy
1,670
+25
+2% +$4.11K 0.33% 89
2017
Q4 		$283K Sell
1,645
-555
-25% -$93.2K 0.36% 89
2017
Q3 		$345K Buy
2,200
+258
+13% +$40.4K 0.3% 96
2017
Q2 		$298K Sell
1,942
-453
-19% -$65.5K 0.4% 89
2017
Q1 		$311K Buy
2,395
+287
+14% +$36K 0.51% 72
2016
Q4 		$257K Buy
2,108
+132
+7% +$15.5K 0.46% 80
2016
Q3 		$229K Sell
1,976
-118
-6% -$14K 0.29% 100
2016
Q2 		$252K Buy
+2,094
New +$262K 0.25% 106
2015
Q2 		– Sell
-2,681
Closed -$260K – 115
2015
Q1 		$260K Buy
+2,681
New +$254K 0.3% 87

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

Concorde Asset Management's MCD Position: Q1 2026 in Review

Concorde Asset Management sold out of McDonald's (MCD) in Q1 2026, closing a stake of 793 shares — an estimated $242K sold.

Concorde Asset Management first reported a position in MCD in Q1 2015 and held it in 25 quarters. The position peaked at $478K in Q3 2024. 3,564 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Concorde Asset Management reported no remaining McDonald's position as of Q1 2026 after selling out during the quarter.
  • Concorde Asset Management sold 793 McDonald's shares in Q1 2026, an estimated $242K.
  • Concorde Asset Management first reported a position in McDonald's in Q1 2015 and held it in 25 quarters.
  • Concorde Asset Management's McDonald's position peaked at $478K in Q3 2024.
  • 3,564 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Concorde Asset Management's 13F filing for Q1 2026, filed 1 Jun 2026.