Disciplined Equity Management’s McDonald's MCD Stock Holding History

Disciplined Equity 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	–	Sell	-51	Closed	-$15.6K	–	54
2025 Q4	$15.6K	Hold	51	–	–	0.01%	52
2025 Q3	$15.5K	Hold	51	–	–	0.01%	51
2025 Q2	$14.9K	Hold	51	–	–	0.01%	55
2025 Q1	$15.9K	Hold	51	–	–	0.01%	57
2024 Q4	$14.8K	Hold	51	–	–	0.01%	56
2024 Q3	$15.5K	Hold	51	–	–	0.01%	56
2024 Q2	$13K	Hold	51	–	–	0.01%	57
2024 Q1	$14.4K	Hold	51	–	–	0.01%	54
2023 Q4	$15.1K	Hold	51	–	–	0.01%	86
2023 Q3	$13.4K	Hold	51	–	–	0.01%	50
2023 Q2	$15.2K	Hold	51	–	–	0.01%	50
2023 Q1	$14.3K	Hold	51	–	–	0.01%	50
2022 Q4	$13K	Hold	51	–	–	0.01%	50
2022 Q3	$12K	Sell	51 -105	-67%	-$26.8K	0.01%	52
2022 Q2	$39K	Buy	+156	New	+$38.4K	0.04%	58

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 $147M AUM 25.76% 1-Year Est. Return

Disciplined Equity Management's MCD Position: Q1 2026 in Review

Disciplined Equity Management sold out of McDonald's (MCD) in Q1 2026, closing a stake of 51 shares — an estimated $15.6K sold.

Disciplined Equity Management first reported a position in MCD in Q2 2022 and held it in 15 quarters. The position peaked at $39K in Q2 2022. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Disciplined Equity Management reported no remaining McDonald's position as of Q1 2026 after selling out during the quarter.
Disciplined Equity Management sold 51 McDonald's shares in Q1 2026, an estimated $15.6K.
Disciplined Equity Management first reported a position in McDonald's in Q2 2022 and held it in 15 quarters.
Disciplined Equity Management's McDonald's position peaked at $39K in Q2 2022.
3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Disciplined Equity Management's 13F filing for Q1 2026, filed 28 Apr 2026.