Fusion Capital’s McDonald's MCD Stock Holding History

Fusion Capital’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	$242K	Buy	779 +110	+16%	+$35K	0.07%	88
2025 Q4	$204K	Sell	669 -2	-0.3%	-$613	0.06%	100
2025 Q3	$200K	Buy	+671	New	+$204K	0.06%	98
2023 Q4	–	Sell	-872	Closed	-$230K	–	74
2023 Q3	$230K	Sell	872 -18	-2%	-$5.13K	0.13%	67
2023 Q2	$266K	Sell	890 -5	-0.6%	-$1.45K	0.15%	66
2023 Q1	$250K	Buy	895 +102	+13%	+$27.3K	0.14%	65
2022 Q4	$210K	Buy	+793	New	+$209K	0.12%	71
2022 Q1	–	Sell	-800	Closed	-$214K	–	86
2021 Q4	$214K	Buy	+800	New	+$202K	0.11%	83

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

Fusion Capital's MCD Position: Q1 2026 in Review

Fusion Capital increased its McDonald's (MCD) stake by 16% in Q1 2026, buying an estimated $35K and bringing the position to 779 shares worth $242K. The position accounts for 0.07% of the portfolio, ranked #88.

Fusion Capital first reported a position in MCD in Q4 2021 and has held it in 8 quarters since. The position peaked at $266K in Q2 2023. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Fusion Capital held 779 shares of McDonald's worth $242K as of Q1 2026.
Fusion Capital bought 110 McDonald's shares in Q1 2026, an estimated $35K.
McDonald's made up 0.07% of Fusion Capital's portfolio in Q1 2026, its #88 holding.
Fusion Capital first reported a position in McDonald's in Q4 2021 and has held it in 8 quarters since.
Fusion Capital's McDonald's position peaked at $266K in Q2 2023.
3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Fusion Capital's 13F filing for Q1 2026, filed 13 May 2026.