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Emerald Advisors’s McDonald's MCD Stock Holding History

Emerald 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 		$250K Sell
805
-69
-8% -$22K 0.03% 103
2025
Q4 		$267K Buy
+874
New +$268K 0.04% 93
2024
Q4 		– Sell
-664
Closed -$210K – 95
2024
Q3 		$210K Buy
+664
New +$183K 0.03% 87
2023
Q3 		– Sell
-787
Closed -$235K – 84
2023
Q2 		$235K Sell
787
-40
-5% -$11.6K 0.06% 76
2023
Q1 		$231K Sell
827
-51
-6% -$13.7K 0.06% 73
2022
Q4 		$231K Sell
878
-253
-22% -$66.7K 0.06% 67
2022
Q3 		$261K Sell
1,131
-5
-0.4% -$1.28K 0.08% 68
2022
Q2 		$281K Sell
1,136
-133
-10% -$32.8K 0.08% 72
2022
Q1 		$314K Sell
1,269
-14
-1% -$3.49K 0.07% 75
2021
Q4 		$344K Sell
1,283
-1,289
-50% -$325K 0.08% 70
2021
Q3 		$620K Buy
2,572
+72
+3% +$17.2K 0.18% 42
2021
Q2 		$578K Buy
2,500
+137
+6% +$31.9K 0.18% 45
2021
Q1 		$530K Buy
2,363
+49
+2% +$10.5K 0.19% 37
2020
Q4 		$497K Sell
2,314
-1
-0% -$217 0.17% 41
2020
Q3 		$508K Buy
2,315
+69
+3% +$14.2K 0.19% 36
2020
Q2 		$414K Buy
2,246
+118
+6% +$21.6K 0.18% 46
2020
Q1 		$386K Buy
2,128
+1,171
+122% +$231K 0.17% 46
2019
Q4 		$200K Buy
+957
New +$190K 0.19% 94

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

Emerald Advisors's MCD Position: Q1 2026 in Review

Emerald Advisors reduced its McDonald's (MCD) stake by 7.9% in Q1 2026, selling an estimated $22K and leaving 805 shares worth $250K. The position accounts for 0.03% of the portfolio, ranked #103.

Emerald Advisors first reported a position in MCD in Q4 2019 and has held it in 18 quarters since. The position peaked at $620K in Q3 2021. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Emerald Advisors held 805 shares of McDonald's worth $250K as of Q1 2026.
  • Emerald Advisors sold 69 McDonald's shares in Q1 2026, an estimated $22K.
  • McDonald's made up 0.03% of Emerald Advisors's portfolio in Q1 2026, its #103 holding.
  • Emerald Advisors first reported a position in McDonald's in Q4 2019 and has held it in 18 quarters since.
  • Emerald Advisors's McDonald's position peaked at $620K in Q3 2021.
  • 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Emerald Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.