DoubleLine ETF Adviser’s McDonald's MCD Stock Holding History

DoubleLine ETF Adviser’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	$3.29M	Sell	10,576 -1,523	-13%	-$485K	1.25%	18
2025 Q4	$3.7M	Buy	+12,099	New	+$3.71M	1.11%	23
2025 Q3	–	Sell	-11,534	Closed	-$3.37M	–	179
2025 Q2	$3.37M	Sell	11,534 -1,851	-14%	-$571K	1.08%	29
2025 Q1	$4.18M	Buy	+13,385	New	+$4M	1.39%	17
2024 Q3	–	Sell	-14,809	Closed	-$3.77M	–	224
2024 Q2	$3.77M	Buy	+14,809	New	+$3.93M	0.99%	24
2024 Q1	–	Sell	-13,239	Closed	-$3.93M	–	227
2023 Q4	$3.93M	Buy	13,239 +1,435	+12%	+$391K	1.13%	17
2023 Q3	$3.11M	Buy	11,804 +1,376	+13%	+$392K	1.11%	20
2023 Q2	$3.11M	Sell	10,428 -2,258	-18%	-$656K	1.15%	15
2023 Q1	$3.55M	Buy	12,686 +3,925	+45%	+$1.05M	1.51%	13
2022 Q4	$2.31M	Buy	+8,761	New	+$2.31M	1.18%	14

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 $137B AUM 18.02% 1-Year Est. Return

DoubleLine ETF Adviser's MCD Position: Q1 2026 in Review

DoubleLine ETF Adviser reduced its McDonald's (MCD) stake by 13% in Q1 2026, selling an estimated $485K and leaving 10,576 shares worth $3.29M. The position accounts for 1.25% of the portfolio, ranked #18.

DoubleLine ETF Adviser first reported a position in MCD in Q4 2022 and has held it in 10 quarters since. The position peaked at $4.18M in Q1 2025. 3,564 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

DoubleLine ETF Adviser held 10,576 shares of McDonald's worth $3.29M as of Q1 2026.
DoubleLine ETF Adviser sold 1,523 McDonald's shares in Q1 2026, an estimated $485K.
McDonald's made up 1.25% of DoubleLine ETF Adviser's portfolio in Q1 2026, its #18 holding.
DoubleLine ETF Adviser first reported a position in McDonald's in Q4 2022 and has held it in 10 quarters since.
DoubleLine ETF Adviser's McDonald's position peaked at $4.18M in Q1 2025.
3,564 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on DoubleLine ETF Adviser's 13F filing for Q1 2026, filed 15 May 2026.