Creekside Partners’s McDonald's MCD Stock Holding History

Creekside 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	$738K	Sell	2,374 -129	-5%	-$41.1K	0.3%	72
2025 Q4	$765K	Hold	2,503	–	–	0.32%	67
2025 Q3	$761K	Hold	2,503	–	–	0.34%	69
2025 Q2	$731K	Sell	2,503 -79	-3%	-$24.4K	0.35%	65
2025 Q1	$807K	Hold	2,582	–	–	0.42%	55
2024 Q4	$749K	Hold	2,582	–	–	0.39%	59
2024 Q3	$786K	Hold	2,582	–	–	0.41%	55
2024 Q2	$658K	Buy	+2,582	New	+$685K	0.36%	60

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

Creekside Partners's MCD Position: Q1 2026 in Review

Creekside Partners reduced its McDonald's (MCD) stake by 5.2% in Q1 2026, selling an estimated $41.1K and leaving 2,374 shares worth $738K. The position accounts for 0.3% of the portfolio, ranked #72.

Creekside Partners first reported a position in MCD in Q2 2024 and has held it in 8 quarters since. The position peaked at $807K in Q1 2025. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Creekside Partners held 2,374 shares of McDonald's worth $738K as of Q1 2026.
Creekside Partners sold 129 McDonald's shares in Q1 2026, an estimated $41.1K.
McDonald's made up 0.3% of Creekside Partners's portfolio in Q1 2026, its #72 holding.
Creekside Partners first reported a position in McDonald's in Q2 2024 and has held it in 8 quarters since.
Creekside Partners's McDonald's position peaked at $807K in Q1 2025.
3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Creekside Partners's 13F filing for Q1 2026, filed 22 Apr 2026.