Cypress Capital Advisors’s McDonald's MCD Stock Holding History

Cypress Capital Advisors’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	$1.02M	Sell	3,280 -47	-1%	-$15K	0.55%	32
2025 Q4	$1.02M	Sell	3,327 -28	-0.8%	-$8.58K	0.55%	31
2025 Q3	$1.02M	Sell	3,355 -80	-2%	-$24.3K	0.58%	31
2025 Q2	$1M	Sell	3,435 -6	-0.2%	-$1.85K	0.63%	30
2025 Q1	$1.07M	Buy	3,441 +144	+4%	+$43.1K	0.75%	26
2024 Q4	$956K	Buy	+3,297	New	+$983K	0.75%	28

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

Cypress Capital Advisors's MCD Position: Q1 2026 in Review

Cypress Capital Advisors reduced its McDonald's (MCD) stake by 1.4% in Q1 2026, selling an estimated $15K and leaving 3,280 shares worth $1.02M. The position accounts for 0.55% of the portfolio, ranked #32.

Cypress Capital Advisors first reported a position in MCD in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.07M in Q1 2025. 3,564 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Cypress Capital Advisors held 3,280 shares of McDonald's worth $1.02M as of Q1 2026.
Cypress Capital Advisors sold 47 McDonald's shares in Q1 2026, an estimated $15K.
McDonald's made up 0.55% of Cypress Capital Advisors's portfolio in Q1 2026, its #32 holding.
Cypress Capital Advisors first reported a position in McDonald's in Q4 2024 and has held it in 6 quarters since.
Cypress Capital Advisors's McDonald's position peaked at $1.07M in Q1 2025.
3,564 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Cypress Capital Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.