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Ethic Inc’s McDonald's MCD Stock Holding History

Ethic Inc’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 		$7.88M Buy
25,352
+1,810
+8% +$577K 0.12% 176
2025
Q4 		$7.2M Buy
23,542
+901
+4% +$276K 0.11% 186
2025
Q3 		$6.88M Sell
22,641
-45
-0.2% -$13.7K 0.11% 177
2025
Q2 		$6.61M Buy
22,686
+1,315
+6% +$405K 0.12% 179
2025
Q1 		$6.7M Buy
21,371
+2,058
+11% +$616K 0.14% 167
2024
Q4 		$5.6M Sell
19,313
-3,915
-17% -$1.17M 0.11% 191
2024
Q3 		$6.55M Buy
23,228
+1,860
+9% +$513K 0.17% 141
2024
Q2 		$5.45M Sell
21,368
-1,860
-8% -$493K 0.13% 172
2024
Q1 		$6.55M Sell
23,228
-177
-0.8% -$51.5K 0.17% 141
2023
Q4 		$6.94M Buy
23,405
+4,811
+26% +$1.31M 0.21% 104
2023
Q3 		$4.9M Sell
18,594
-47
-0.3% -$13.4K 0.17% 136
2023
Q2 		$5.56M Buy
18,641
+1,215
+7% +$353K 0.21% 111
2023
Q1 		$4.87M Sell
17,426
-1,834
-10% -$491K 0.2% 127
2022
Q4 		$5.08M Buy
19,260
+1,966
+11% +$519K 0.27% 86
2022
Q3 		$3.99M Sell
17,294
-2,203
-11% -$563K 0.27% 89
2022
Q2 		$4.81M Buy
19,497
+5,202
+36% +$1.28M 0.34% 67
2022
Q1 		$3.54M Buy
14,295
+1,163
+9% +$290K 0.24% 98
2021
Q4 		$3.52M Buy
13,132
+2,981
+29% +$753K 0.27% 87
2021
Q3 		$2.45M Buy
10,151
+1,092
+12% +$261K 0.25% 96
2021
Q2 		$2.09M Sell
9,059
-4,865
-35% -$1.13M 0.25% 93
2021
Q1 		$3.12M Buy
13,924
+3,833
+38% +$820K 0.56% 31
2020
Q4 		$2.17M Buy
10,091
+1,458
+17% +$317K 0.57% 30
2020
Q3 		$1.9M Buy
8,633
+724
+9% +$149K 0.72% 23
2020
Q2 		$1.46M Buy
7,909
+1,993
+34% +$365K 0.83% 22
2020
Q1 		$978K Buy
5,916
+1,766
+43% +$348K 0.82% 21
2019
Q4 		$820K Buy
+4,150
New +$823K 0.6% 40

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

Ethic Inc's MCD Position: Q1 2026 in Review

Ethic Inc increased its McDonald's (MCD) stake by 7.7% in Q1 2026, buying an estimated $577K and bringing the position to 25,352 shares worth $7.88M. The position accounts for 0.12% of the portfolio, ranked #176.

Ethic Inc first reported a position in MCD in Q4 2019 and has held it in 26 quarters since. 3,566 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Ethic Inc held 25,352 shares of McDonald's worth $7.88M as of Q1 2026.
  • Ethic Inc bought 1,810 McDonald's shares in Q1 2026, an estimated $577K.
  • McDonald's made up 0.12% of Ethic Inc's portfolio in Q1 2026, its #176 holding.
  • Ethic Inc first reported a position in McDonald's in Q4 2019 and has held it in 26 quarters since.
  • 3,566 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Ethic Inc's 13F filing for Q1 2026, filed 27 Apr 2026.