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Fagan Associates’s McDonald's MCD Stock Holding History

Fagan Associates’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 		$297K Sell
954
-100
-9% -$31.9K 0.04% 116
2025
Q4 		$322K Buy
1,054
+2
+0.2% +$613 0.04% 115
2025
Q3 		$320K Buy
1,052
+5
+0.5% +$1.52K 0.04% 117
2025
Q2 		$306K Hold
1,047
– – 0.05% 111
2025
Q1 		$327K Hold
1,047
– – 0.05% 107
2024
Q4 		$304K Hold
1,047
– – 0.05% 118
2024
Q3 		$319K Hold
1,047
– – 0.05% 112
2024
Q2 		$267K Sell
1,047
-5
-0.5% -$1.33K 0.05% 108
2024
Q1 		$297K Sell
1,052
-20
-2% -$5.82K 0.06% 108
2023
Q4 		$318K Sell
1,072
-10
-0.9% -$2.72K 0.07% 95
2023
Q3 		$285K Buy
1,082
+5
+0.5% +$1.43K 0.07% 95
2023
Q2 		$321K Hold
1,077
– – 0.08% 93
2023
Q1 		$301K Sell
1,077
-1,749
-62% -$469K 0.07% 104
2022
Q4 		$745K Hold
2,826
– – 0.2% 76
2022
Q3 		$652K Sell
2,826
-388
-12% -$99.2K 0.18% 76
2022
Q2 		$794K Hold
3,214
– – 0.21% 71
2022
Q1 		$795K Sell
3,214
-10
-0.3% -$2.49K 0.16% 82
2021
Q4 		$864K Sell
3,224
-200
-6% -$50.5K 0.16% 81
2021
Q3 		$826K Hold
3,424
– – 0.18% 79
2021
Q2 		$791K Hold
3,424
– – 0.17% 83
2021
Q1 		$767K Sell
3,424
-9,211
-73% -$1.97M 0.18% 78
2020
Q4 		$2.71M Sell
12,635
-19
-0.2% -$4.13K 0.68% 43
2020
Q3 		$2.78M Sell
12,654
-54
-0.4% -$11.1K 0.8% 35
2020
Q2 		$2.34M Buy
12,708
+1,363
+12% +$250K 0.75% 42
2020
Q1 		$1.88M Buy
11,345
+6,616
+140% +$1.3M 0.75% 39
2019
Q4 		$934K Sell
4,729
-98
-2% -$19.4K 0.3% 70
2019
Q3 		$1.04M Hold
4,827
– – 0.4% 61
2019
Q2 		$1M Sell
4,827
-34
-0.7% -$6.74K 0.41% 61
2019
Q1 		$923K Buy
4,861
+1
+0% +$181 0.4% 66
2018
Q4 		$863K Sell
4,860
-23
-0.5% -$4.08K 0.44% 60
2018
Q3 		$817K Sell
4,883
-390
-7% -$62.5K 0.34% 70
2018
Q2 		$826K Buy
5,273
+17
+0.3% +$2.76K 0.37% 67
2018
Q1 		$822 Sell
5,256
-117
-2% -$19.2K 0.35% 62
2017
Q4 		$925 Buy
5,373
+150
+3% +$25.2K 0.37% 61
2017
Q3 		$818K Sell
5,223
-4,766
-48% -$747K 0.4% 65
2017
Q2 		$1.53M Sell
9,989
-40
-0.4% -$5.78K 0.8% 39
2017
Q1 		$1.3M Buy
10,029
+1
+0% +$125 0.72% 40
2016
Q4 		$1.22M Buy
10,028
+1
+0% +$117 0.71% 41
2016
Q3 		$1.16M Buy
10,027
+18
+0.2% +$2.13K 0.71% 41
2016
Q2 		$1.2M Sell
10,009
-666
-6% -$83.4K 0.77% 40
2016
Q1 		$1.34M Buy
10,675
+450
+4% +$53.8K 0.89% 39
2015
Q4 		$1.21M Hold
10,225
– – 0.8% 41
2015
Q3 		$1.01M Sell
10,225
-50
-0.5% -$4.87K 0.74% 42
2015
Q2 		$977K Sell
10,275
-250
-2% -$24.2K 0.65% 46
2015
Q1 		$1.03M Sell
10,525
-350
-3% -$33.2K 0.76% 42
2014
Q4 		$1.02M Sell
10,875
-1,545
-12% -$145K 0.81% 38
2014
Q3 		$1.18M Sell
12,420
-4,330
-26% -$413K 0.97% 35
2014
Q2 		$1.69M Buy
16,750
+75
+0.4% +$7.57K 1.44% 25
2014
Q1 		$1.64M Buy
+16,675
New +$1.59M 1.42% 23

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 $147M AUM 25.76% 1-Year Est. Return

Fagan Associates's MCD Position: Q1 2026 in Review

Fagan Associates reduced its McDonald's (MCD) stake by 9.5% in Q1 2026, selling an estimated $31.9K and leaving 954 shares worth $297K. The position accounts for 0.04% of the portfolio, ranked #116.

Fagan Associates first reported a position in MCD in Q1 2014 and has held it in 49 quarters since. The position peaked at $2.78M in Q3 2020. 3,568 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Fagan Associates held 954 shares of McDonald's worth $297K as of Q1 2026.
  • Fagan Associates sold 100 McDonald's shares in Q1 2026, an estimated $31.9K.
  • McDonald's made up 0.04% of Fagan Associates's portfolio in Q1 2026, its #116 holding.
  • Fagan Associates first reported a position in McDonald's in Q1 2014 and has held it in 49 quarters since.
  • Fagan Associates's McDonald's position peaked at $2.78M in Q3 2020.
  • 3,568 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Fagan Associates's 13F filing for Q1 2026, filed 4 May 2026.