CAM
MCD icon

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

Costello 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 		$116K Hold
373
– – 0.04% 153
2025
Q4 		$114K Sell
373
-21
-5% -$6.43K 0.04% 141
2025
Q3 		$120K Sell
394
-17
-4% -$5.17K 0.04% 141
2025
Q2 		$120K Sell
411
-15
-4% -$4.62K 0.05% 142
2025
Q1 		$133K Sell
426
-32
-7% -$9.57K 0.05% 128
2024
Q4 		$133K Sell
458
-13
-3% -$3.88K 0.09% 68
2024
Q3 		$144K Hold
471
– – 0.1% 69
2024
Q2 		$120K Buy
471
+1
+0.2% +$265 0.09% 63
2024
Q1 		$133K Buy
470
+25
+6% +$7.27K 0.09% 62
2023
Q4 		$132K Buy
445
+11
+3% +$2.99K 0.11% 62
2023
Q3 		$114K Sell
434
-26
-6% -$7.42K 0.11% 62
2023
Q2 		$137K Buy
460
+35
+8% +$10.2K 0.12% 60
2023
Q1 		$119K Sell
425
-49
-10% -$13.1K 0.12% 63
2022
Q4 		$125K Sell
474
-17
-3% -$4.49K 0.11% 62
2022
Q3 		$113K Buy
491
+1
+0.2% +$256 0.11% 63
2022
Q2 		$121K Buy
490
+1
+0.2% +$246 0.1% 64
2022
Q1 		$121K Sell
489
-184
-27% -$45.8K 0.08% 73
2021
Q4 		$180K Buy
673
+123
+22% +$31.1K 0.11% 68
2021
Q3 		$133K Hold
550
– – 0.09% 72
2021
Q2 		$127K Hold
550
– – 0.08% 70
2021
Q1 		$123K Buy
550
+1
+0.2% +$214 0.09% 74
2020
Q4 		$118K Hold
549
– – 0.09% 70
2020
Q3 		$120K Buy
549
+1
+0.2% +$205 0.11% 63
2020
Q2 		$101K Buy
+548
New +$100K 0.1% 60

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

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

Costello Asset Management held its McDonald's (MCD) position steady in Q1 2026 at 373 shares worth $116K. The position accounts for 0.04% of the portfolio, ranked #153.

Costello Asset Management first reported a position in MCD in Q2 2020 and has held it in 24 quarters since. The position peaked at $180K in Q4 2021. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Costello Asset Management held 373 shares of McDonald's worth $116K as of Q1 2026.
  • Costello Asset Management left its McDonald's share count unchanged in Q1 2026.
  • McDonald's made up 0.04% of Costello Asset Management's portfolio in Q1 2026, its #153 holding.
  • Costello Asset Management first reported a position in McDonald's in Q2 2020 and has held it in 24 quarters since.
  • Costello Asset Management's McDonald's position peaked at $180K in Q4 2021.
  • 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Costello Asset Management's 13F filing for Q1 2026, filed 30 Apr 2026.