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Equitable Holdings’s McDonald's MCD Stock Holding History

Equitable Holdings’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 		$18M Buy
58,570
+30,230
+107% +$9.63M 0.12% 166
2025
Q4 		$8.66M Buy
28,340
+1,895
+7% +$580K 0.06% 255
2025
Q3 		$8.04M Buy
26,445
+749
+3% +$228K 0.06% 253
2025
Q2 		$7.51M Buy
25,696
+2,827
+12% +$872K 0.06% 243
2025
Q1 		$7.14M Buy
22,869
+336
+1% +$100K 0.07% 234
2024
Q4 		$6.53M Buy
22,533
+558
+3% +$166K 0.06% 246
2024
Q3 		$6.69M Buy
21,975
+1,863
+9% +$513K 0.06% 226
2024
Q2 		$5.13M Buy
20,112
+5,665
+39% +$1.5M 0.05% 260
2024
Q1 		$4.07M Sell
14,447
-460
-3% -$134K 0.05% 283
2023
Q4 		$4.42M Buy
14,907
+2,194
+17% +$597K 0.05% 244
2023
Q3 		$3.35M Buy
12,713
+1,265
+11% +$361K 0.05% 263
2023
Q2 		$3.42M Buy
11,448
+1,623
+17% +$472K 0.05% 247
2023
Q1 		$2.75M Buy
9,825
+305
+3% +$81.7K 0.04% 269
2022
Q4 		$2.51M Buy
9,520
+121
+1% +$31.9K 0.04% 266
2022
Q3 		$2.17M Buy
9,399
+247
+3% +$63.1K 0.04% 253
2022
Q2 		$2.26M Sell
9,152
-186
-2% -$45.8K 0.04% 247
2022
Q1 		$2.31M Buy
9,338
+3,490
+60% +$869K 0.04% 265
2021
Q4 		$1.57M Buy
5,848
+39
+0.7% +$9.85K 0.02% 317
2021
Q3 		$1.4M Sell
5,809
-49
-0.8% -$11.7K 0.02% 313
2021
Q2 		$1.35M Buy
5,858
+519
+10% +$121K 0.02% 319
2021
Q1 		$1.2M Buy
5,339
+178
+3% +$38.1K 0.03% 325
2020
Q4 		$1.11M Sell
5,161
-345
-6% -$75K 0.03% 307
2020
Q3 		$1.21M Sell
5,506
-196
-3% -$40.2K 0.03% 275
2020
Q2 		$1.05M Buy
5,702
+1,236
+28% +$227K 0.03% 295
2020
Q1 		$738K Buy
4,466
+1,189
+36% +$234K 0.03% 309
2019
Q4 		$648K Buy
+3,277
New +$650K 0.02% 361

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

Equitable Holdings's MCD Position: Q1 2026 in Review

Equitable Holdings increased its McDonald's (MCD) stake by 107% in Q1 2026, buying an estimated $9.63M and bringing the position to 58,570 shares worth $18M. The position accounts for 0.12% of the portfolio, ranked #166.

Equitable Holdings first reported a position in MCD in Q4 2019 and has held it in 26 quarters since. 3,564 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Equitable Holdings held 58,570 shares of McDonald's worth $18M as of Q1 2026.
  • Equitable Holdings bought 30,230 McDonald's shares in Q1 2026, an estimated $9.63M.
  • McDonald's made up 0.12% of Equitable Holdings's portfolio in Q1 2026, its #166 holding.
  • Equitable Holdings first reported a position in McDonald's in Q4 2019 and has held it in 26 quarters since.
  • 3,564 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.