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E&G Advisors’s McDonald's MCD Stock Holding History

E&G 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 		$319K Buy
1,029
+20
+2% +$6.37K 0.07% 175
2025
Q4 		$308K Sell
1,009
-50
-5% -$15.3K 0.07% 171
2025
Q3 		$321K Sell
1,059
-50
-5% -$15.2K 0.07% 170
2025
Q2 		$324K Sell
1,109
-100
-8% -$30.8K 0.08% 160
2025
Q1 		$377K Hold
1,209
– – 0.11% 138
2024
Q4 		$350K Sell
1,209
-100
-8% -$29.8K 0.1% 148
2024
Q3 		$398K Sell
1,309
-200
-13% -$55.1K 0.11% 140
2024
Q2 		$385K Sell
1,509
-2
-0.1% -$531 0.11% 139
2024
Q1 		$426K Buy
1,511
+171
+13% +$49.7K 0.13% 127
2023
Q4 		$397K Buy
1,340
+33
+3% +$8.98K 0.14% 125
2023
Q3 		$345K Hold
1,307
– – 0.13% 139
2023
Q2 		$390K Buy
1,307
+40
+3% +$11.6K 0.14% 136
2023
Q1 		$354K Sell
1,267
-200
-14% -$53.6K 0.13% 139
2022
Q4 		$387K Buy
1,467
+100
+7% +$26.4K 0.15% 138
2022
Q3 		$315K Sell
1,367
-208
-13% -$53.2K 0.12% 146
2022
Q2 		$389K Hold
1,575
– – 0.13% 141
2022
Q1 		$389K Hold
1,575
– – 0.11% 154
2021
Q4 		$422K Hold
1,575
– – 0.11% 148
2021
Q3 		$380K Buy
+1,575
New +$376K 0.1% 153
2021
Q2 		– Sell
-1,575
Closed -$367K – 164
2021
Q1 		$353K Buy
1,575
+370
+31% +$79.1K 0.1% 148
2020
Q4 		$259K Buy
+1,205
New +$262K 0.08% 167
2018
Q1 		– Sell
-2,700
Closed -$465K – 207
2017
Q4 		$465K Buy
2,700
+500
+23% +$84K 0.2% 112
2017
Q3 		$345K Buy
+2,200
New +$345K 0.16% 123

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

E&G Advisors's MCD Position: Q1 2026 in Review

E&G Advisors increased its McDonald's (MCD) stake by 2% in Q1 2026, buying an estimated $6.37K and bringing the position to 1,029 shares worth $319K. The position accounts for 0.07% of the portfolio, ranked #175.

E&G Advisors first reported a position in MCD in Q3 2017 and has held it in 23 quarters since. The position peaked at $465K in Q4 2017. 3,564 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • E&G Advisors held 1,029 shares of McDonald's worth $319K as of Q1 2026.
  • E&G Advisors bought 20 McDonald's shares in Q1 2026, an estimated $6.37K.
  • McDonald's made up 0.07% of E&G Advisors's portfolio in Q1 2026, its #175 holding.
  • E&G Advisors first reported a position in McDonald's in Q3 2017 and has held it in 23 quarters since.
  • E&G Advisors's McDonald's position peaked at $465K in Q4 2017.
  • 3,564 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on E&G Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.