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Donaldson Capital Management’s McDonald's MCD Stock Holding History

Donaldson Capital 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 		$65.7M Buy
211,239
+161
+0.1% +$51.3K 2.12% 16
2025
Q4 		$64.5M Sell
211,078
-3,563
-2% -$1.09M 2.05% 18
2025
Q3 		$65.2M Buy
214,641
+1,110
+0.5% +$338K 2.07% 16
2025
Q2 		$62.4M Buy
213,531
+2,354
+1% +$726K 2.29% 18
2025
Q1 		$66M Buy
211,177
+6,742
+3% +$2.02M 2.49% 13
2024
Q4 		$59.3M Buy
204,435
+10,256
+5% +$3.06M 2.26% 16
2024
Q3 		$59.1M Buy
194,179
+180,519
+1,322% +$49.8M 2.27% 16
2024
Q2 		$3.48M Sell
13,660
-2,246
-14% -$596K 0.15% 73
2024
Q1 		$4.48M Sell
15,906
-2,497
-14% -$726K 0.19% 61
2023
Q4 		$5.46M Sell
18,403
-3,045
-14% -$829K 0.24% 53
2023
Q3 		$5.65M Sell
21,448
-1,850
-8% -$528K 0.27% 49
2023
Q2 		$6.95M Buy
23,298
+134
+0.6% +$38.9K 0.32% 46
2023
Q1 		$6.48M Sell
23,164
-1,215
-5% -$326K 0.31% 47
2022
Q4 		$6.42M Sell
24,379
-1,340
-5% -$354K 0.31% 46
2022
Q3 		$5.93M Buy
25,719
+658
+3% +$168K 0.33% 48
2022
Q2 		$6.19M Sell
25,061
-1,839
-7% -$453K 0.32% 48
2022
Q1 		$6.65M Sell
26,900
-7,538
-22% -$1.88M 0.3% 53
2021
Q4 		$9.23M Sell
34,438
-385
-1% -$97.2K 0.41% 46
2021
Q3 		$8.4M Sell
34,823
-3,726
-10% -$889K 0.42% 47
2021
Q2 		$8.9M Sell
38,549
-142,885
-79% -$33.3M 0.46% 47
2021
Q1 		$40.7M Buy
181,434
+4,436
+3% +$949K 2.23% 19
2020
Q4 		$38M Sell
176,998
-413
-0.2% -$89.8K 2.25% 21
2020
Q3 		$38.9M Sell
177,411
-16,005
-8% -$3.29M 2.63% 14
2020
Q2 		$35.7M Buy
193,416
+1,126
+0.6% +$206K 2.59% 18
2020
Q1 		$31.8M Buy
192,290
+4,334
+2% +$854K 2.78% 13
2019
Q4 		$37.1M Buy
187,956
+1,915
+1% +$380K 2.51% 13
2019
Q3 		$39.9M Buy
186,041
+2,604
+1% +$558K 2.96% 7
2019
Q2 		$38.1M Buy
183,437
+13,036
+8% +$2.58M 3.16% 8
2019
Q1 		$32.4M Buy
170,401
+13,653
+9% +$2.48M 2.88% 12
2018
Q4 		$27.8M Buy
156,748
+151,389
+2,825% +$26.8M 2.84% 12
2018
Q3 		$897K Buy
5,359
+78
+1% +$12.5K 0.08% 88
2018
Q2 		$827K Sell
5,281
-133
-2% -$21.6K 0.08% 86
2018
Q1 		$847K Sell
5,414
-513
-9% -$84.4K 0.08% 87
2017
Q4 		$1.02M Sell
5,927
-77
-1% -$12.9K 0.1% 87
2017
Q3 		$941K Buy
6,004
+125
+2% +$19.6K 0.1% 85
2017
Q2 		$900K Buy
5,879
+64
+1% +$9.25K 0.1% 80
2017
Q1 		$754K Sell
5,815
-198
-3% -$24.8K 0.09% 90
2016
Q4 		$732K Buy
6,013
+205
+4% +$24K 0.09% 90
2016
Q3 		$670K Sell
5,808
-728
-11% -$86.3K 0.09% 81
2016
Q2 		$787K Buy
6,536
+336
+5% +$42.1K 0.11% 73
2016
Q1 		$779K Sell
6,200
-891
-13% -$106K 0.11% 73
2015
Q4 		$838K Sell
7,091
-7
-0.1% -$783 0.12% 70
2015
Q3 		$699K Sell
7,098
-885
-11% -$86.2K 0.1% 78
2015
Q2 		$759K Sell
7,983
-955
-11% -$92.4K 0.11% 78
2015
Q1 		$871K Sell
8,938
-2,230
-20% -$212K 0.12% 68
2014
Q4 		$1.05M Sell
11,168
-9,628
-46% -$901K 0.16% 60
2014
Q3 		$1.97M Sell
20,796
-119,783
-85% -$11.4M 0.31% 48
2014
Q2 		$14.2M Sell
140,579
-2,651
-2% -$268K 2.27% 26
2014
Q1 		$14M Sell
143,230
-1,901
-1% -$182K 2.54% 20
2013
Q4 		$14.1M Buy
145,131
+2,849
+2% +$274K 2.72% 18
2013
Q3 		$13.7M Sell
142,282
-4,315
-3% -$421K 2.9% 8
2013
Q2 		$14.5M Buy
+146,597
New +$14.7M 3.28% 7

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

Donaldson Capital Management's MCD Position: Q1 2026 in Review

Donaldson Capital Management increased its McDonald's (MCD) stake by 0.08% in Q1 2026, buying an estimated $51.3K and bringing the position to 211,239 shares worth $65.7M. The position accounts for 2.12% of the portfolio, ranked #16.

Donaldson Capital Management first reported a position in MCD in Q2 2013 and has held it in 52 quarters since. The position peaked at $66M in Q1 2025. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Donaldson Capital Management held 211,239 shares of McDonald's worth $65.7M as of Q1 2026.
  • Donaldson Capital Management bought 161 McDonald's shares in Q1 2026, an estimated $51.3K.
  • McDonald's made up 2.12% of Donaldson Capital Management's portfolio in Q1 2026, its #16 holding.
  • Donaldson Capital Management first reported a position in McDonald's in Q2 2013 and has held it in 52 quarters since.
  • Donaldson Capital Management's McDonald's position peaked at $66M in Q1 2025.
  • 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Donaldson Capital Management's 13F filing for Q1 2026, filed 30 Apr 2026.