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Delta Investment Management’s McDonald's MCD Stock Holding History

Delta Investment 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 		$701K Sell
2,254
-147
-6% -$46.8K 0.13% 118
2025
Q4 		$734K Sell
2,401
-14
-0.6% -$4.29K 0.13% 121
2025
Q3 		$734K Hold
2,415
– – 0.13% 107
2025
Q2 		$705K Buy
2,415
+1
+0% +$308 0.14% 104
2025
Q1 		$754K Sell
2,414
-378
-14% -$113K 0.15% 84
2024
Q4 		$809K Buy
2,792
+342
+14% +$102K 0.16% 86
2024
Q3 		$746K Buy
2,450
+2
+0.1% +$551 0.15% 87
2024
Q2 		$624K Sell
2,448
-139
-5% -$36.9K 0.14% 93
2024
Q1 		$729K Buy
2,587
+174
+7% +$50.6K 0.17% 96
2023
Q4 		$716K Sell
2,413
-19
-0.8% -$5.17K 0.18% 81
2023
Q3 		$641K Buy
2,432
+21
+0.9% +$5.99K 0.18% 74
2023
Q2 		$719K Hold
2,411
– – 0.2% 70
2023
Q1 		$674K Buy
2,411
+99
+4% +$26.5K 0.19% 72
2022
Q4 		$609K Sell
2,312
-21
-0.9% -$5.54K 0.2% 79
2022
Q3 		$538K Hold
2,333
– – 0.23% 77
2022
Q2 		$576K Buy
2,333
+1
+0% +$246 0.26% 68
2022
Q1 		$577K Hold
2,332
– – 0.17% 70
2021
Q4 		$625K Sell
2,332
-25
-1% -$6.31K 0.18% 88
2021
Q3 		$568K Hold
2,357
– – 0.18% 93
2021
Q2 		$544K Hold
2,357
– – 0.16% 97
2021
Q1 		$528K Hold
2,357
– – 0.17% 93
2020
Q4 		$505K Sell
2,357
-565
-19% -$123K 0.16% 103
2020
Q3 		$641K Sell
2,922
-74
-2% -$15.2K 0.35% 50
2020
Q2 		$552K Buy
+2,996
New +$549K 0.23% 75

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

Delta Investment Management's MCD Position: Q1 2026 in Review

Delta Investment Management reduced its McDonald's (MCD) stake by 6.1% in Q1 2026, selling an estimated $46.8K and leaving 2,254 shares worth $701K. The position accounts for 0.13% of the portfolio, ranked #118.

Delta Investment Management first reported a position in MCD in Q2 2020 and has held it in 24 quarters since. The position peaked at $809K in Q4 2024. 3,566 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Delta Investment Management held 2,254 shares of McDonald's worth $701K as of Q1 2026.
  • Delta Investment Management sold 147 McDonald's shares in Q1 2026, an estimated $46.8K.
  • McDonald's made up 0.13% of Delta Investment Management's portfolio in Q1 2026, its #118 holding.
  • Delta Investment Management first reported a position in McDonald's in Q2 2020 and has held it in 24 quarters since.
  • Delta Investment Management's McDonald's position peaked at $809K in Q4 2024.
  • 3,566 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Delta Investment Management's 13F filing for Q1 2026, filed 13 May 2026.