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Fulton Breakefield Broenniman’s McDonald's MCD Stock Holding History

Fulton Breakefield Broenniman’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 		$15.3M Sell
49,257
-703
-1% -$224K 1% 29
2025
Q4 		$15.3M Sell
49,960
-992
-2% -$304K 0.96% 30
2025
Q3 		$15.5M Sell
50,952
-21,938
-30% -$6.68M 1% 28
2025
Q2 		$21.3M Buy
72,890
+290
+0.4% +$89.4K 1.44% 22
2025
Q1 		$22.7M Buy
72,600
+272
+0.4% +$81.4K 1.64% 19
2024
Q4 		$21M Sell
72,328
-348
-0.5% -$104K 1.5% 21
2024
Q3 		$22.1M Sell
72,676
-1,366
-2% -$376K 1.55% 20
2024
Q2 		$18.9M Buy
74,042
+38
+0.1% +$10.1K 1.39% 21
2024
Q1 		$20.9M Sell
74,004
-157
-0.2% -$45.7K 1.61% 21
2023
Q4 		$22M Buy
74,161
+8,565
+13% +$2.33M 1.77% 18
2023
Q3 		$17.3M Sell
65,596
-421
-0.6% -$120K 1.5% 24
2023
Q2 		$19.7M Sell
66,017
-96
-0.1% -$27.9K 1.63% 19
2023
Q1 		$18.5M Sell
66,113
-627
-0.9% -$168K 1.59% 20
2022
Q4 		$17.6M Buy
66,740
+429
+0.6% +$113K 1.56% 21
2022
Q3 		$15.3M Sell
66,311
-558
-0.8% -$143K 1.44% 27
2022
Q2 		$16.5M Sell
66,869
-533
-0.8% -$131K 1.43% 27
2022
Q1 		$16.7M Buy
67,402
+129
+0.2% +$32.1K 1.47% 27
2021
Q4 		$18M Buy
67,273
+1,158
+2% +$292K 1.34% 30
2021
Q3 		$15.9M Sell
66,115
-761
-1% -$182K 1.37% 32
2021
Q2 		$15.4M Buy
66,876
+749
+1% +$174K 1.32% 33
2021
Q1 		$14.8M Buy
66,127
+10,356
+19% +$2.21M 1.37% 31
2020
Q4 		$12M Sell
55,771
-9,901
-15% -$2.15M 1.43% 31
2020
Q3 		$14.4M Buy
65,672
+178
+0.3% +$36.5K 1.62% 26
2020
Q2 		$12.1M Buy
65,494
+58,069
+782% +$10.6M 1.47% 29
2020
Q1 		$1.23M Buy
7,425
+677
+10% +$133K 0.18% 63
2019
Q4 		$1.33M Sell
6,748
-495
-7% -$98.2K 0.16% 78
2019
Q3 		$1.55M Buy
+7,243
New +$1.55M 0.2% 74
2017
Q1 		– Sell
-14,060
Closed -$1.71M – 112
2016
Q4 		$1.71M Sell
14,060
-292
-2% -$34.2K 0.34% 73
2016
Q3 		$1.66M Sell
14,352
-46,518
-76% -$5.51M 0.34% 76
2016
Q2 		$7.33M Buy
60,870
+817
+1% +$102K 1.49% 23
2016
Q1 		$7.55M Buy
60,053
+150
+0.3% +$17.9K 1.65% 20
2015
Q4 		$7.08M Buy
59,903
+1,595
+3% +$178K 1.56% 22
2015
Q3 		$5.75M Sell
58,308
-88
-0.2% -$8.57K 1.35% 30
2015
Q2 		$5.55M Sell
58,396
-136
-0.2% -$13.2K 1.21% 38
2015
Q1 		$5.7M Sell
58,532
-3,322
-5% -$315K 1.27% 35
2014
Q4 		$5.8M Sell
61,854
-1,185
-2% -$111K 1.27% 32
2014
Q3 		$5.98M Sell
63,039
-895
-1% -$85.4K 1.4% 30
2014
Q2 		$6.44M Buy
63,934
+919
+1% +$92.8K 1.56% 21
2014
Q1 		$6.18M Sell
63,015
-480
-0.8% -$45.9K 1.59% 23
2013
Q4 		$6.16M Sell
63,495
-7,546
-11% -$725K 1.63% 19
2013
Q3 		$6.83M Buy
71,041
+8,350
+13% +$815K 1.84% 9
2013
Q2 		$6.21M Buy
+62,691
New +$6.28M 1.82% 10

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

Fulton Breakefield Broenniman's MCD Position: Q1 2026 in Review

Fulton Breakefield Broenniman reduced its McDonald's (MCD) stake by 1.4% in Q1 2026, selling an estimated $224K and leaving 49,257 shares worth $15.3M. The position accounts for 1% of the portfolio, ranked #29.

Fulton Breakefield Broenniman first reported a position in MCD in Q2 2013 and has held it in 42 quarters since. The position peaked at $22.7M in Q1 2025. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Fulton Breakefield Broenniman held 49,257 shares of McDonald's worth $15.3M as of Q1 2026.
  • Fulton Breakefield Broenniman sold 703 McDonald's shares in Q1 2026, an estimated $224K.
  • McDonald's made up 1% of Fulton Breakefield Broenniman's portfolio in Q1 2026, its #29 holding.
  • Fulton Breakefield Broenniman first reported a position in McDonald's in Q2 2013 and has held it in 42 quarters since.
  • Fulton Breakefield Broenniman's McDonald's position peaked at $22.7M in Q1 2025.
  • 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Fulton Breakefield Broenniman's 13F filing for Q1 2026, filed 27 Apr 2026.