First Dallas Securities’s McDonald's MCD Stock Holding History

First Dallas Securities’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	$368K	Sell	1,185 -15	-1%	-$4.78K	0.14%	95
2025 Q4	$367K	Sell	1,200 -100	-8%	-$30.6K	0.14%	96
2025 Q3	$395K	Sell	1,300 -375	-22%	-$114K	0.15%	93
2025 Q2	$489K	Sell	1,675 -1,100	-40%	-$339K	0.19%	82
2025 Q1	$867K	Sell	2,775 -100	-3%	-$29.9K	0.36%	59
2024 Q4	$833K	Buy	2,875 +50	+2%	+$14.9K	0.34%	60
2024 Q3	$860K	Sell	2,825 -133	-4%	-$36.7K	0.36%	57
2024 Q2	$754K	Buy	2,958 +9	+0.3%	+$2.39K	0.33%	58
2024 Q1	$831K	Sell	2,949 -42	-1%	-$12.2K	0.38%	59
2023 Q4	$887K	Sell	2,991 -1,363	-31%	-$371K	0.46%	55
2023 Q3	$1.15M	Buy	4,354 +163	+4%	+$46.5K	0.26%	87
2023 Q2	$1.25M	Buy	4,191 +6	+0.1%	+$1.74K	0.7%	43
2023 Q1	$1.17M	Sell	4,185 -493	-11%	-$132K	0.69%	41
2022 Q4	$1.23M	Buy	4,678 +6	+0.1%	+$1.58K	0.74%	34
2022 Q3	$1.08M	Buy	4,672 +7	+0.2%	+$1.79K	0.74%	40
2022 Q2	$1.15M	Buy	4,665 +2,081	+81%	+$513K	0.78%	39
2022 Q1	$639K	Buy	2,584 +1,691	+189%	+$421K	0.36%	63
2021 Q4	$239K	Buy	893 +1	+0.1%	+$252	0.16%	108
2021 Q3	$215K	Buy	+892	New	+$213K	0.15%	114
2018 Q1	–	Sell	-1,700	Closed	-$293K	–	121
2017 Q4	$293K	Hold	1,700	–	–	0.19%	87
2017 Q3	$266K	Hold	1,700	–	–	0.18%	91
2017 Q2	$260K	Buy	+1,700	New	+$246K	0.19%	90

Other funds holding MCD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

First Dallas Securities's MCD Position: Q1 2026 in Review

First Dallas Securities reduced its McDonald's (MCD) stake by 1.3% in Q1 2026, selling an estimated $4.78K and leaving 1,185 shares worth $368K. The position accounts for 0.14% of the portfolio, ranked #95.

First Dallas Securities first reported a position in MCD in Q2 2017 and has held it in 22 quarters since. The position peaked at $1.25M in Q2 2023. 3,566 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

First Dallas Securities held 1,185 shares of McDonald's worth $368K as of Q1 2026.
First Dallas Securities sold 15 McDonald's shares in Q1 2026, an estimated $4.78K.
McDonald's made up 0.14% of First Dallas Securities's portfolio in Q1 2026, its #95 holding.
First Dallas Securities first reported a position in McDonald's in Q2 2017 and has held it in 22 quarters since.
First Dallas Securities's McDonald's position peaked at $1.25M in Q2 2023.
3,566 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on First Dallas Securities's 13F filing for Q1 2026, filed 27 Apr 2026.