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Convergence Investment Partners’s McDonald's MCD Stock Holding History

Convergence Investment Partners’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 		$1.95M Buy
6,269
+5,442
+658% +$1.73M 0.32% 112
2025
Q4 		$253K Sell
827
-32
-4% -$9.8K 0.05% 230
2025
Q3 		$261K Hold
859
– – 0.06% 232
2025
Q2 		$251K Sell
859
-52
-6% -$16K 0.06% 218
2025
Q1 		$285K Sell
911
-251
-22% -$75.1K 0.08% 215
2024
Q4 		$337K Sell
1,162
-11
-0.9% -$3.28K 0.08% 204
2024
Q3 		$357K Sell
1,173
-31
-3% -$8.54K 0.1% 194
2024
Q2 		$307K Sell
1,204
-39
-3% -$10.3K 0.09% 208
2024
Q1 		$350K Sell
1,243
-2,379
-66% -$692K 0.13% 182
2023
Q4 		$1.07M Buy
3,622
+2,385
+193% +$649K 0.56% 65
2023
Q3 		$326K Buy
1,237
+15
+1% +$4.28K 0.19% 111
2023
Q2 		$365K Sell
1,222
-36
-3% -$10.5K 0.21% 107
2023
Q1 		$352K Sell
1,258
-13
-1% -$3.48K 0.21% 108
2022
Q4 		$335K Sell
1,271
-43
-3% -$11.3K 0.2% 116
2022
Q3 		$303K Sell
1,314
-81
-6% -$20.7K 0.2% 116
2022
Q2 		$344K Sell
1,395
-8
-0.6% -$1.97K 0.21% 112
2022
Q1 		$347K Sell
1,403
-6
-0.4% -$1.5K 0.18% 121
2021
Q4 		$378K Sell
1,409
-70
-5% -$17.7K 0.19% 122
2021
Q3 		$357K Sell
1,479
-44
-3% -$10.5K 0.19% 120
2021
Q2 		$352K Sell
1,523
-94
-6% -$21.9K 0.15% 142
2021
Q1 		$362K Sell
1,617
-5,603
-78% -$1.2M 0.17% 129
2020
Q4 		$1.55M Sell
7,220
-538
-7% -$117K 0.78% 47
2020
Q3 		$1.7M Sell
7,758
-3,973
-34% -$816K 0.59% 46
2020
Q2 		$2.16M Buy
11,731
+10,228
+681% +$1.88M 0.74% 40
2020
Q1 		$248K Sell
1,503
-133
-8% -$26.2K 0.11% 195
2019
Q4 		$323K Sell
1,636
-22
-1% -$4.36K 0.09% 190
2019
Q3 		$356K Sell
1,658
-142
-8% -$30.4K 0.1% 187
2019
Q2 		$374K Buy
1,800
+22
+1% +$4.36K 0.09% 189
2019
Q1 		$338K Sell
1,778
-7
-0.4% -$1.27K 0.07% 209
2018
Q4 		$317K Buy
1,785
+220
+14% +$39K 0.07% 243
2018
Q3 		$262K Buy
1,565
+77
+5% +$12.3K 0.05% 280
2018
Q2 		$233K Buy
1,488
+23
+2% +$3.73K 0.03% 286
2018
Q1 		$229K Buy
1,465
+89
+6% +$14.6K 0.03% 278
2017
Q4 		$237K Buy
1,376
+900
+189% +$151K 0.03% 286
2017
Q3 		$75K Sell
476
-914
-66% -$143K 0.01% 312
2017
Q2 		$213K Buy
+1,390
New +$201K 0.03% 333
2016
Q2 		– Sell
-37,942
Closed -$4.77M – 350
2016
Q1 		$4.77M Buy
+37,942
New +$4.53M 0.57% 46
2014
Q4 		– Sell
-10,791
Closed -$1.02M – 402
2014
Q3 		$1.02M Sell
10,791
-207
-2% -$19.7K 0.14% 227
2014
Q2 		$1.11M Buy
10,998
+389
+4% +$39.3K 0.15% 215
2014
Q1 		$1.04M Buy
10,609
+374
+4% +$35.8K 0.16% 186
2013
Q4 		$993K Buy
10,235
+1,612
+19% +$155K 0.16% 171
2013
Q3 		$830K Buy
8,623
+851
+11% +$83.1K 0.18% 166
2013
Q2 		$769K Buy
+7,772
New +$778K 0.2% 153

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

Convergence Investment Partners's MCD Position: Q1 2026 in Review

Convergence Investment Partners increased its McDonald's (MCD) stake by 658% in Q1 2026, buying an estimated $1.73M and bringing the position to 6,269 shares worth $1.95M. The position accounts for 0.32% of the portfolio, ranked #112.

Convergence Investment Partners first reported a position in MCD in Q2 2013 and has held it in 43 quarters since. The position peaked at $4.77M in Q1 2016. 3,564 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Convergence Investment Partners held 6,269 shares of McDonald's worth $1.95M as of Q1 2026.
  • Convergence Investment Partners bought 5,442 McDonald's shares in Q1 2026, an estimated $1.73M.
  • McDonald's made up 0.32% of Convergence Investment Partners's portfolio in Q1 2026, its #112 holding.
  • Convergence Investment Partners first reported a position in McDonald's in Q2 2013 and has held it in 43 quarters since.
  • Convergence Investment Partners's McDonald's position peaked at $4.77M in Q1 2016.
  • 3,564 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Convergence Investment Partners's 13F filing for Q1 2026, filed 7 May 2026.