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Excalibur Management’s McDonald's MCD Stock Holding History

Excalibur Management’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 		$524K Sell
1,687
-85
-5% -$27.1K 0.19% 105
2025
Q4 		$542K Buy
1,772
+10
+0.6% +$3.06K 0.2% 102
2025
Q3 		$535K Buy
1,762
+27
+2% +$8.22K 0.19% 101
2025
Q2 		$507K Buy
1,735
+3
+0.2% +$925 0.19% 100
2025
Q1 		$541K Buy
1,732
+92
+6% +$27.5K 0.21% 98
2024
Q4 		$475K Buy
1,640
+3
+0.2% +$895 0.19% 102
2024
Q3 		$498K Sell
1,637
-72
-4% -$19.8K 0.19% 102
2024
Q2 		$436K Buy
1,709
+139
+9% +$36.9K 0.18% 108
2024
Q1 		$443K Buy
1,570
+5
+0.3% +$1.45K 0.19% 106
2023
Q4 		$464K Buy
1,565
+2
+0.1% +$544 0.22% 96
2023
Q3 		$412K Buy
1,563
+14
+0.9% +$3.99K 0.21% 100
2023
Q2 		$462K Buy
1,549
+3
+0.2% +$872 0.24% 93
2023
Q1 		$432K Buy
1,546
+1
+0.1% +$268 0.22% 99
2022
Q4 		$407K Buy
1,545
+16
+1% +$4.22K 0.21% 99
2022
Q3 		$353K Buy
1,529
+240
+19% +$61.3K 0.2% 102
2022
Q2 		$318K Buy
1,289
+6
+0.5% +$1.48K 0.17% 114
2022
Q1 		$317K Buy
1,283
+7
+0.5% +$1.74K 0.14% 124
2021
Q4 		$342K Buy
1,276
+6
+0.5% +$1.51K 0.14% 125
2021
Q3 		$306K Hold
1,270
– – 0.13% 129
2021
Q2 		$293K Hold
1,270
– – 0.13% 132
2021
Q1 		$285K Hold
1,270
– – 0.14% 127
2020
Q4 		$273K Sell
1,270
-47
-4% -$10.2K 0.15% 119
2020
Q3 		$289K Hold
1,317
– – 0.18% 102
2020
Q2 		$243K Buy
1,317
+10
+0.8% +$1.83K 0.16% 101
2020
Q1 		$216K Sell
1,307
-25
-2% -$4.93K 0.17% 101
2019
Q4 		$263K Buy
1,332
+11
+0.8% +$2.18K 0.17% 94
2019
Q3 		$284K Sell
1,321
-25
-2% -$5.36K 0.25% 54
2019
Q2 		$280K Hold
1,346
– – 0.26% 53
2019
Q1 		$256K Sell
1,346
-5
-0.4% -$907 0.24% 55
2018
Q4 		$240K Hold
1,351
– – 0.24% 54
2018
Q3 		$226K Hold
1,351
– – 0.19% 61
2018
Q2 		$212K Sell
1,351
-10
-0.7% -$1.62K 0.17% 75
2018
Q1 		$213K Hold
1,361
– – 0.17% 74
2017
Q4 		$234K Sell
1,361
-485
-26% -$81.4K 0.2% 70
2017
Q3 		$289K Hold
1,846
– – 0.25% 59
2017
Q2 		$283K Hold
1,846
– – 0.25% 55
2017
Q1 		$239K Hold
1,846
– – 0.21% 64
2016
Q4 		$225K Sell
1,846
-50
-3% -$5.86K 0.2% 62
2016
Q3 		$219K Hold
1,896
– – 0.21% 61
2016
Q2 		$228K Sell
1,896
-385
-17% -$48.2K 0.2% 63
2016
Q1 		$287K Sell
2,281
-178
-7% -$21.3K 0.26% 54
2015
Q4 		$291K Sell
2,459
-690
-22% -$77.2K 0.27% 54
2015
Q3 		$310K Hold
3,149
– – 0.31% 45
2015
Q2 		$299K Buy
3,149
+649
+26% +$62.8K 0.28% 45
2015
Q1 		$244K Sell
2,500
-1,350
-35% -$128K 0.24% 49
2014
Q4 		$361K Buy
3,850
+325
+9% +$30.4K 0.36% 40
2014
Q3 		$334K Sell
3,525
-300
-8% -$28.6K 0.34% 43
2014
Q2 		$385K Hold
3,825
– – 0.4% 39
2014
Q1 		$375K Sell
3,825
-100
-3% -$9.56K 0.41% 40
2013
Q4 		$381K Hold
3,925
– – 0.42% 39
2013
Q3 		$378K Hold
3,925
– – 0.44% 36
2013
Q2 		$389K Buy
+3,925
New +$393K 0.48% 37

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

Excalibur Management's MCD Position: Q1 2026 in Review

Excalibur Management reduced its McDonald's (MCD) stake by 4.8% in Q1 2026, selling an estimated $27.1K and leaving 1,687 shares worth $524K. The position accounts for 0.19% of the portfolio, ranked #105.

Excalibur Management first reported a position in MCD in Q2 2013 and has held it in 52 quarters since. The position peaked at $542K in Q4 2025. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Excalibur Management held 1,687 shares of McDonald's worth $524K as of Q1 2026.
  • Excalibur Management sold 85 McDonald's shares in Q1 2026, an estimated $27.1K.
  • McDonald's made up 0.19% of Excalibur Management's portfolio in Q1 2026, its #105 holding.
  • Excalibur Management first reported a position in McDonald's in Q2 2013 and has held it in 52 quarters since.
  • Excalibur Management's McDonald's position peaked at $542K in Q4 2025.
  • 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Excalibur Management's 13F filing for Q1 2026, filed 5 May 2026.