CAG
MCD icon

Csenge Advisory Group’s McDonald's MCD Stock Holding History

Csenge Advisory Group’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 		$1.88M Sell
6,044
-1,100
-15% -$350K 0.09% 189
2025
Q4 		$2.18M Sell
7,144
-450
-6% -$138K 0.1% 177
2025
Q3 		$2.31M Sell
7,594
-915
-11% -$278K 0.11% 162
2025
Q2 		$2.67M Sell
8,509
-177
-2% -$54.6K 0.14% 126
2025
Q1 		$2.7M Sell
8,686
-446
-5% -$133K 0.15% 122
2024
Q4 		$2.65M Sell
9,132
-1,744
-16% -$520K 0.14% 119
2024
Q3 		$3.32M Sell
10,876
-119
-1% -$32.8K 0.17% 105
2024
Q2 		$2.8M Buy
10,995
+280
+3% +$74.3K 0.16% 115
2024
Q1 		$3.02M Sell
10,715
-8
-0.1% -$2.33K 0.17% 110
2023
Q4 		$3.18M Buy
10,723
+496
+5% +$135K 0.2% 93
2023
Q3 		$2.69M Buy
10,227
+66
+0.6% +$18.8K 0.18% 104
2023
Q2 		$3.03M Buy
10,161
+58
+0.6% +$16.9K 0.2% 92
2023
Q1 		$2.82M Buy
10,103
+130
+1% +$34.8K 0.2% 95
2022
Q4 		$2.63M Sell
9,973
-105
-1% -$27.7K 0.2% 92
2022
Q3 		$2.33M Sell
10,078
-161
-2% -$41.2K 0.19% 96
2022
Q2 		$2.53M Buy
10,239
+1,111
+12% +$274K 0.21% 99
2022
Q1 		$2.26M Buy
9,128
+2,948
+48% +$734K 0.18% 102
2021
Q4 		$1.44M Sell
6,180
-42
-0.7% -$10.6K 0.13% 134
2021
Q3 		$1.51M Buy
6,222
+42
+0.7% +$10K 0.13% 143
2021
Q2 		$1.44M Buy
6,180
+2,032
+49% +$473K 0.13% 134
2021
Q1 		$960K Sell
4,148
-283
-6% -$60.5K 0.1% 160
2020
Q4 		$951K Sell
4,431
-85
-2% -$18.5K 0.11% 137
2020
Q3 		$1.01M Sell
4,516
-2,057
-31% -$422K 0.14% 123
2020
Q2 		$1.21M Buy
6,573
+1,350
+26% +$248K 0.17% 102
2020
Q1 		$864K Buy
5,223
+2,946
+129% +$580K 0.23% 97
2019
Q4 		$450K Buy
2,277
+17
+0.8% +$3.37K 0.11% 174
2019
Q3 		$486K Buy
2,260
+1,283
+131% +$275K 0.13% 151
2019
Q2 		$203K Buy
+977
New +$194K 0.07% 184
2018
Q4 		– Sell
-982
Closed -$180K – 929
2018
Q3 		$180K Sell
982
-1,220
-55% -$196K 0.07% 173
2018
Q2 		$352K Sell
2,202
-377
-15% -$61.1K 0.13% 156
2018
Q1 		$403K Buy
2,579
+128
+5% +$21.1K 0.14% 148
2017
Q4 		$422K Buy
2,451
+11
+0.5% +$1.85K 0.15% 123
2017
Q3 		$382K Buy
+2,440
New +$382K 0.15% 138

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

Csenge Advisory Group's MCD Position: Q1 2026 in Review

Csenge Advisory Group reduced its McDonald's (MCD) stake by 15% in Q1 2026, selling an estimated $350K and leaving 6,044 shares worth $1.88M. The position accounts for 0.09% of the portfolio, ranked #189.

Csenge Advisory Group first reported a position in MCD in Q3 2017 and has held it in 33 quarters since. The position peaked at $3.32M in Q3 2024. 3,566 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Csenge Advisory Group held 6,044 shares of McDonald's worth $1.88M as of Q1 2026.
  • Csenge Advisory Group sold 1,100 McDonald's shares in Q1 2026, an estimated $350K.
  • McDonald's made up 0.09% of Csenge Advisory Group's portfolio in Q1 2026, its #189 holding.
  • Csenge Advisory Group first reported a position in McDonald's in Q3 2017 and has held it in 33 quarters since.
  • Csenge Advisory Group's McDonald's position peaked at $3.32M in Q3 2024.
  • 3,566 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Csenge Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.