DA
MCD icon

Detalus Advisors’s McDonald's MCD Stock Holding History

Detalus 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 		$476K Sell
1,532
-194
-11% -$61.8K 0.11% 102
2025
Q4 		$527K Sell
1,726
-16
-0.9% -$4.9K 0.13% 86
2025
Q3 		$529K Sell
1,742
-31
-2% -$9.44K 0.14% 81
2025
Q2 		$518K Sell
1,773
-36
-2% -$11.1K 0.15% 79
2025
Q1 		$565K Buy
1,809
+39
+2% +$11.7K 0.18% 72
2024
Q4 		$513K Sell
1,770
-45
-2% -$13.4K 0.17% 73
2024
Q3 		$553K Sell
1,815
-90
-5% -$24.8K 0.18% 72
2024
Q2 		$485K Buy
1,905
+157
+9% +$41.7K 0.17% 80
2024
Q1 		$493K Buy
1,748
+52
+3% +$15.1K 0.18% 80
2023
Q4 		$503K Sell
1,696
-50
-3% -$13.6K 0.2% 77
2023
Q3 		$460K Hold
1,746
– – 0.22% 78
2023
Q2 		$521K Sell
1,746
-423
-20% -$123K 0.23% 74
2023
Q1 		$606K Hold
2,169
– – 0.29% 60
2022
Q4 		$572K Buy
2,169
+341
+19% +$90K 0.28% 70
2022
Q3 		$422K Hold
1,828
– – 0.25% 78
2022
Q2 		$451K Buy
1,828
+1
+0.1% +$246 0.27% 68
2022
Q1 		$452K Sell
1,827
-1,453
-44% -$362K 0.24% 69
2021
Q4 		$879K Buy
3,280
+514
+19% +$130K 0.42% 38
2021
Q3 		$667K Sell
2,766
-200
-7% -$47.7K 0.34% 51
2021
Q2 		$685K Sell
2,966
-485
-14% -$113K 0.36% 48
2021
Q1 		$774K Buy
3,451
+25
+0.7% +$5.35K 0.46% 41
2020
Q4 		$735K Sell
3,426
-60
-2% -$13K 0.46% 39
2020
Q3 		$765K Sell
3,486
-175
-5% -$35.9K 0.56% 27
2020
Q2 		$675K Buy
3,661
+29
+0.8% +$5.32K 0.52% 31
2020
Q1 		$601K Buy
3,632
+8
+0.2% +$1.58K 0.55% 30
2019
Q4 		$716K Buy
+3,624
New +$719K 0.52% 33

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

Detalus Advisors's MCD Position: Q1 2026 in Review

Detalus Advisors reduced its McDonald's (MCD) stake by 11% in Q1 2026, selling an estimated $61.8K and leaving 1,532 shares worth $476K. The position accounts for 0.11% of the portfolio, ranked #102.

Detalus Advisors first reported a position in MCD in Q4 2019 and has held it in 26 quarters since. The position peaked at $879K in Q4 2021. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Detalus Advisors held 1,532 shares of McDonald's worth $476K as of Q1 2026.
  • Detalus Advisors sold 194 McDonald's shares in Q1 2026, an estimated $61.8K.
  • McDonald's made up 0.11% of Detalus Advisors's portfolio in Q1 2026, its #102 holding.
  • Detalus Advisors first reported a position in McDonald's in Q4 2019 and has held it in 26 quarters since.
  • Detalus Advisors's McDonald's position peaked at $879K in Q4 2021.
  • 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Detalus Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.