Envestnet Asset Management’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 | $406M | Buy |
1,306,144
+58,778
| +5% | +$18.7M | 0.11% | 169 |
|
|
2025
Q4 | $381M | Sell |
1,247,366
-46,164
| -4% | -$14.1M | 0.11% | 157 |
|
|
2025
Q3 | $393M | Sell |
1,293,530
-52,992
| -4% | -$16.1M | 0.11% | 162 |
|
|
2025
Q2 | $393M | Buy |
1,346,522
+47,776
| +4% | +$14.7M | 0.11% | 155 |
|
|
2025
Q1 | $406M | Buy |
1,298,746
+63,954
| +5% | +$19.1M | 0.13% | 144 |
|
|
2024
Q4 | $358M | Buy |
1,234,792
+47,132
| +4% | +$14.1M | 0.11% | 158 |
|
|
2024
Q3 | $362M | Buy |
1,187,660
+12,943
| +1% | +$3.57M | 0.12% | 158 |
|
|
2024
Q2 | $299M | Buy |
1,174,717
+26,571
| +2% | +$7.05M | 0.1% | 177 |
|
|
2024
Q1 | $324M | Buy |
1,148,146
+127,442
| +12% | +$37.1M | 0.12% | 163 |
|
|
2023
Q4 | $303M | Buy |
1,020,704
+29,058
| +3% | +$7.91M | 0.13% | 155 |
|
|
2023
Q3 | $261M | Buy |
991,646
+168,622
| +20% | +$48.1M | 0.12% | 159 |
|
|
2023
Q2 | $246M | Sell |
823,024
-20,490
| -2% | -$5.95M | 0.11% | 157 |
|
|
2023
Q1 | $236M | Buy |
843,514
+27,477
| +3% | +$7.36M | 0.11% | 157 |
|
|
2022
Q4 | $215M | Buy |
816,037
+237,307
| +41% | +$62.6M | 0.11% | 168 |
|
|
2022
Q3 | $134M | Buy |
578,730
+37,522
| +7% | +$9.59M | 0.08% | 219 |
|
|
2022
Q2 | $134M | Buy |
541,208
+51,068
| +10% | +$12.6M | 0.07% | 229 |
|
|
2022
Q1 | $121M | Sell |
490,140
-78,369
| -14% | -$19.5M | 0.06% | 269 |
|
|
2021
Q4 | $152M | Buy |
568,509
+30,002
| +6% | +$7.58M | 0.08% | 233 |
|
|
2021
Q3 | $130M | Buy |
538,507
+104,827
| +24% | +$25M | 0.07% | 231 |
|
|
2021
Q2 | $100M | Sell |
433,680
-20,157
| -4% | -$4.69M | 0.06% | 276 |
|
|
2021
Q1 | $102M | Buy |
453,837
+61,075
| +16% | +$13.1M | 0.07% | 240 |
|
|
2020
Q4 | $84.3M | Buy |
392,762
+26,131
| +7% | +$5.68M | 0.06% | 232 |
|
|
2020
Q3 | $80.5M | Buy |
366,631
+15,084
| +4% | +$3.1M | 0.07% | 212 |
|
|
2020
Q2 | $64.8M | Sell |
351,547
-90,941
| -21% | -$16.7M | 0.06% | 238 |
|
|
2020
Q1 | $73.2M | Buy |
442,488
+130,354
| +42% | +$25.7M | 0.09% | 173 |
|
|
2019
Q4 | $61.7M | Buy |
312,134
+46,079
| +17% | +$9.14M | 0.07% | 234 |
|
|
2019
Q3 | $57.1M | Buy |
266,055
+46,816
| +21% | +$10M | 0.06% | 236 |
|
|
2019
Q2 | $45.5M | Buy |
219,239
+24,689
| +13% | +$4.89M | 0.06% | 247 |
|
|
2019
Q1 | $36.9M | Buy |
194,550
+2,245
| +1% | +$407K | 0.05% | 279 |
|
|
2018
Q4 | $34.1M | Buy |
192,305
+189,274
| +6,245% | +$33.6M | 0.05% | 248 |
|
|
2018
Q3 | $507K | Sell |
3,031
-30,294
| -91% | -$4.85M | ﹤0.01% | 918 |
|
|
2018
Q2 | $5.22M | Buy |
33,325
+96
| +0.3% | +$15.6K | 0.01% | 484 |
|
|
2018
Q1 | $5.21M | Sell |
33,229
-103,905
| -76% | -$17.1M | 0.01% | 386 |
|
|
2017
Q4 | $23.6M | Sell |
137,134
-59,959
| -30% | -$10.1M | 0.05% | 199 |
|
|
2017
Q3 | $30.9M | Sell |
197,093
-42,791
| -18% | -$6.71M | 0.07% | 140 |
|
|
2017
Q2 | $36.7M | Buy |
239,884
+19,298
| +9% | +$2.79M | 0.1% | 123 |
|
|
2017
Q1 | $28.6M | Sell |
220,586
-42,554
| -16% | -$5.34M | 0.09% | 148 |
|
|
2016
Q4 | $32M | Buy |
263,140
+25,450
| +11% | +$2.98M | 0.12% | 124 |
|
|
2016
Q3 | $27.4M | Buy |
237,690
+12,603
| +6% | +$1.49M | 0.11% | 150 |
|
|
2016
Q2 | $27.1M | Sell |
225,087
-20,903
| -8% | -$2.62M | 0.11% | 160 |
|
|
2016
Q1 | $30.9M | Sell |
245,990
-12,761
| -5% | -$1.52M | 0.13% | 133 |
|
|
2015
Q4 | $30.6M | Buy |
258,751
+432
| +0.2% | +$48.3K | 0.14% | 138 |
|
|
2015
Q3 | $25.5M | Sell |
258,319
-15,357
| -6% | -$1.5M | 0.13% | 140 |
|
|
2015
Q2 | $26M | Sell |
273,676
-66,557
| -20% | -$6.44M | 0.12% | 164 |
|
|
2015
Q1 | $33.2M | Buy |
340,233
+315,568
| +1,279% | +$29.9M | 0.17% | 124 |
|
|
2014
Q4 | $2.31M | Buy |
24,665
+12,177
| +98% | +$1.14M | 0.02% | 351 |
|
|
2014
Q3 | $1.18M | Buy |
12,488
+8,910
| +249% | +$850K | 0.01% | 527 |
|
|
2014
Q2 | $360K | Buy |
3,578
+542
| +18% | +$54.7K | ﹤0.01% | 840 |
|
|
2014
Q1 | $298K | Buy |
3,036
+80
| +3% | +$7.65K | ﹤0.01% | 790 |
|
|
2013
Q4 | $287K | Sell |
2,956
-26,952
| -90% | -$2.59M | ﹤0.01% | 753 |
|
|
2013
Q3 | $2.88M | Sell |
29,908
-2,471
| -8% | -$241K | 0.04% | 242 |
|
|
2013
Q2 | $3.21M | Buy |
+32,379
| New | +$3.24M | 0.04% | 217 |
|
Other funds holding MCD
VCM
VPM
DAM
Envestnet Asset Management's MCD Position: Q1 2026 in Review
Envestnet Asset Management increased its McDonald's (MCD) stake by 4.7% in Q1 2026, buying an estimated $18.7M and bringing the position to 1,306,144 shares worth $406M. The position accounts for 0.11% of the portfolio, ranked #169.
Envestnet Asset Management first reported a position in MCD in Q2 2013 and has held it in 52 quarters since. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.
- Envestnet Asset Management held 1,306,144 shares of McDonald's worth $406M as of Q1 2026.
- Envestnet Asset Management bought 58,778 McDonald's shares in Q1 2026, an estimated $18.7M.
- McDonald's made up 0.11% of Envestnet Asset Management's portfolio in Q1 2026, its #169 holding.
- Envestnet Asset Management first reported a position in McDonald's in Q2 2013 and has held it in 52 quarters since.
- 3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.
Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.