CAS
MCD icon

Coppell Advisory Solutions’s McDonald's MCD Stock Holding History

Coppell Advisory Solutions’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
-6,283
Closed -$1.94M – 225
2025
Q4 		$1.94M Sell
6,283
-50
-0.8% -$15.3K 0.19% 107
2025
Q3 		$1.92M Buy
6,333
+75
+1% +$22.8K 0.2% 105
2025
Q2 		$1.82M Buy
+6,258
New +$1.93M 0.22% 105
2025
Q1 		– Sell
-9,318
Closed -$2.7M – 1224
2024
Q4 		$2.7M Sell
9,318
-2,579
-22% -$769K 0.38% 52
2024
Q3 		$3.61M Buy
11,897
+3,075
+35% +$848K 0.53% 35
2024
Q2 		$2.25M Buy
+8,822
New +$2.34M 0.37% 59
2023
Q4 		$2.06M Buy
6,950
+2,432
+54% +$662K 0.41% 55
2023
Q3 		$1.19M Sell
4,518
-1,186
-21% -$338K 0.41% 60
2023
Q2 		$1.68M Buy
5,704
+953
+20% +$277K 0.48% 47
2023
Q1 		$1.32M Buy
4,751
+233
+5% +$62.4K 0.43% 59
2022
Q4 		$1.19M Buy
+4,518
New +$1.19M 0.4% 64
2020
Q4 		$553K Buy
+2,576
New +$560K 0.28% 94

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 $147M AUM 25.76% 1-Year Est. Return

Coppell Advisory Solutions's MCD Position: Q1 2026 in Review

Coppell Advisory Solutions sold out of McDonald's (MCD) in Q1 2026, closing a stake of 6,283 shares — an estimated $1.94M sold.

Coppell Advisory Solutions first reported a position in MCD in Q4 2020 and held it in 12 quarters. The position peaked at $3.61M in Q3 2024. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Coppell Advisory Solutions reported no remaining McDonald's position as of Q1 2026 after selling out during the quarter.
  • Coppell Advisory Solutions sold 6,283 McDonald's shares in Q1 2026, an estimated $1.94M.
  • Coppell Advisory Solutions first reported a position in McDonald's in Q4 2020 and held it in 12 quarters.
  • Coppell Advisory Solutions's McDonald's position peaked at $3.61M in Q3 2024.
  • 3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Coppell Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.