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Diversified Portfolios Inc’s McDonald's MCD Stock Holding History

Diversified Portfolios Inc’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
-809
Closed -$247K – 188
2025
Q4 		$247K Buy
809
+32
+4% +$9.8K 0.02% 168
2025
Q3 		$236K Sell
777
-1,965
-72% -$598K 0.02% 154
2025
Q2 		$801K Buy
2,742
+155
+6% +$47.8K 0.08% 93
2025
Q1 		$808K Sell
2,587
-104
-4% -$31.1K 0.09% 86
2024
Q4 		$780K Sell
2,691
-318
-11% -$94.8K 0.09% 89
2024
Q3 		$916K Sell
3,009
-487
-14% -$134K 0.1% 81
2024
Q2 		$891K Buy
3,496
+479
+16% +$127K 0.12% 80
2024
Q1 		$851K Buy
3,017
+4
+0.1% +$1.16K 0.12% 74
2023
Q4 		$893K Sell
3,013
-15
-0.5% -$4.08K 0.14% 71
2023
Q3 		$798K Buy
3,028
+201
+7% +$57.3K 0.15% 67
2023
Q2 		$844K Sell
2,827
-951
-25% -$276K 0.17% 66
2023
Q1 		$1.06M Buy
3,778
+49
+1% +$13.1K 0.24% 60
2022
Q4 		$983K Buy
3,729
+6
+0.2% +$1.58K 0.23% 61
2022
Q3 		$859K Buy
3,723
+1,449
+64% +$370K 0.23% 56
2022
Q2 		$561K Buy
2,274
+492
+28% +$121K 0.16% 68
2022
Q1 		$441K Sell
1,782
-160
-8% -$39.9K 0.11% 94
2021
Q4 		$521K Buy
1,942
+129
+7% +$32.6K 0.13% 86
2021
Q3 		$437K Sell
1,813
-66
-4% -$15.8K 0.12% 78
2021
Q2 		$434K Buy
1,879
+454
+32% +$106K 0.16% 69
2021
Q1 		$319K Sell
1,425
-35
-2% -$7.49K 0.1% 78
2020
Q4 		$313K Buy
+1,460
New +$317K 0.11% 73

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

Diversified Portfolios Inc's MCD Position: Q1 2026 in Review

Diversified Portfolios Inc sold out of McDonald's (MCD) in Q1 2026, closing a stake of 809 shares — an estimated $247K sold.

Diversified Portfolios Inc first reported a position in MCD in Q4 2020 and held it in 21 quarters. The position peaked at $1.06M in Q1 2023. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Diversified Portfolios Inc reported no remaining McDonald's position as of Q1 2026 after selling out during the quarter.
  • Diversified Portfolios Inc sold 809 McDonald's shares in Q1 2026, an estimated $247K.
  • Diversified Portfolios Inc first reported a position in McDonald's in Q4 2020 and held it in 21 quarters.
  • Diversified Portfolios Inc's McDonald's position peaked at $1.06M in Q1 2023.
  • 3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Diversified Portfolios Inc's 13F filing for Q1 2026, filed 6 May 2026.