Eldridge Investment Advisors’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.09M | Sell |
3,504
-50
| -1% | -$15.9K | 0.24% | 65 |
|
|
2025
Q4 | $1.09M | Buy |
3,554
+50
| +1% | +$15.3K | 0.24% | 70 |
|
|
2025
Q3 | $1.06M | Sell |
3,504
-1
| -0% | -$304 | 0.24% | 72 |
|
|
2025
Q2 | $1.02M | Buy |
3,505
+1
| +0% | +$308 | 0.21% | 76 |
|
|
2025
Q1 | $1.09M | Sell |
3,504
-230
| -6% | -$68.8K | 0.25% | 74 |
|
|
2024
Q4 | $1.08M | Sell |
3,734
-27
| -0.7% | -$8.05K | 0.25% | 75 |
|
|
2024
Q3 | $1.15M | Sell |
3,761
-30
| -0.8% | -$8.27K | 0.27% | 72 |
|
|
2024
Q2 | $966K | Buy |
3,791
+107
| +3% | +$28.4K | 0.24% | 80 |
|
|
2024
Q1 | $1.04M | Hold |
3,684
| – | – | 0.27% | 82 |
|
|
2023
Q4 | $1.09M | Hold |
3,684
| – | – | 0.29% | 74 |
|
|
2023
Q3 | $971K | Sell |
3,684
-45
| -1% | -$12.8K | 0.32% | 65 |
|
|
2023
Q2 | $1.11M | Sell |
3,729
-10
| -0.3% | -$2.9K | 0.36% | 56 |
|
|
2023
Q1 | $1.04M | Sell |
3,739
-70
| -2% | -$18.8K | 0.36% | 56 |
|
|
2022
Q4 | $1M | Buy |
3,809
+106
| +3% | +$28K | 0.35% | 53 |
|
|
2022
Q3 | $854K | Buy |
3,703
+56
| +2% | +$14.3K | 0.33% | 51 |
|
|
2022
Q2 | $900K | Hold |
3,647
| – | – | 0.34% | 50 |
|
|
2022
Q1 | $902K | Sell |
3,647
-11
| -0.3% | -$2.74K | 0.31% | 55 |
|
|
2021
Q4 | $981K | Hold |
3,658
| – | – | 0.32% | 53 |
|
|
2021
Q3 | $882K | Hold |
3,658
| – | – | 0.31% | 50 |
|
|
2021
Q2 | $845K | Hold |
3,658
| – | – | 0.31% | 53 |
|
|
2021
Q1 | $820K | Hold |
3,658
| – | – | 0.32% | 49 |
|
|
2020
Q4 | $785K | Buy |
3,658
+108
| +3% | +$23.5K | 0.33% | 47 |
|
|
2020
Q3 | $779K | Sell |
3,550
-100
| -3% | -$20.5K | 0.37% | 40 |
|
|
2020
Q2 | $673K | Hold |
3,650
| – | – | 0.33% | 43 |
|
|
2020
Q1 | $604K | Buy |
3,650
+120
| +3% | +$23.6K | 0.34% | 39 |
|
|
2019
Q4 | $698K | Hold |
3,530
| – | – | 0.34% | 48 |
|
|
2019
Q3 | $758K | Hold |
3,530
| – | – | 0.39% | 38 |
|
|
2019
Q2 | $733K | Hold |
3,530
| – | – | 0.39% | 39 |
|
|
2019
Q1 | $670K | Hold |
3,530
| – | – | 0.36% | 43 |
|
|
2018
Q4 | $627K | Buy |
3,530
+1,545
| +78% | +$274K | 0.39% | 42 |
|
|
2018
Q3 | $332K | Hold |
1,985
| – | – | 0.21% | 48 |
|
|
2018
Q2 | $311K | Hold |
1,985
| – | – | 0.22% | 48 |
|
|
2018
Q1 | $310K | Buy |
1,985
+350
| +21% | +$57.6K | 0.23% | 47 |
|
|
2017
Q4 | $283K | Buy |
+1,635
| New | +$275K | 0.22% | 44 |
|
Other funds holding MCD
VCM
VPM
DAM
Eldridge Investment Advisors's MCD Position: Q1 2026 in Review
Eldridge Investment Advisors reduced its McDonald's (MCD) stake by 1.4% in Q1 2026, selling an estimated $15.9K and leaving 3,504 shares worth $1.09M. The position accounts for 0.24% of the portfolio, ranked #65.
Eldridge Investment Advisors first reported a position in MCD in Q4 2017 and has held it in 34 quarters since. The position peaked at $1.15M in Q3 2024. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.
- Eldridge Investment Advisors held 3,504 shares of McDonald's worth $1.09M as of Q1 2026.
- Eldridge Investment Advisors sold 50 McDonald's shares in Q1 2026, an estimated $15.9K.
- McDonald's made up 0.24% of Eldridge Investment Advisors's portfolio in Q1 2026, its #65 holding.
- Eldridge Investment Advisors first reported a position in McDonald's in Q4 2017 and has held it in 34 quarters since.
- Eldridge Investment Advisors's McDonald's position peaked at $1.15M in Q3 2024.
- 3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.
Based on Eldridge Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.