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

Councilmark 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	$615K	Hold	1,980	–	–	0.35%	49
2025 Q4	$605K	Hold	1,980	–	–	0.34%	51
2025 Q3	$602K	Hold	1,980	–	–	0.35%	53
2025 Q2	$578K	Hold	1,980	–	–	0.37%	53
2025 Q1	$618K	Hold	1,980	–	–	0.42%	50
2024 Q4	$574K	Hold	1,980	–	–	0.39%	50
2024 Q3	$603K	Hold	1,980	–	–	0.4%	51
2024 Q2	$505K	Hold	1,980	–	–	0.36%	55
2024 Q1	$558K	Buy	+1,980	New	+$576K	0.4%	53

Other funds holding MCD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Councilmark Asset Management held its McDonald's (MCD) position steady in Q1 2026 at 1,980 shares worth $615K. The position accounts for 0.35% of the portfolio, ranked #49.

Councilmark Asset Management first reported a position in MCD in Q1 2024 and has held it in 9 quarters since. The position peaked at $618K in Q1 2025. 3,566 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Councilmark Asset Management held 1,980 shares of McDonald's worth $615K as of Q1 2026.
Councilmark Asset Management left its McDonald's share count unchanged in Q1 2026.
McDonald's made up 0.35% of Councilmark Asset Management's portfolio in Q1 2026, its #49 holding.
Councilmark Asset Management first reported a position in McDonald's in Q1 2024 and has held it in 9 quarters since.
Councilmark Asset Management's McDonald's position peaked at $618K in Q1 2025.
3,566 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Councilmark Asset Management's 13F filing for Q1 2026, filed 12 May 2026.