GCM
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Generation Capital Management’s McDonald's MCD Stock Holding History

Generation Capital 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 		$1.49M Hold
4,793
– – 1.09% 28
2025
Q4 		$1.46M Hold
4,793
– – 0.95% 30
2025
Q3 		$1.46M Sell
4,793
-1
-0% -$304 1.05% 28
2025
Q2 		$1.4M Buy
4,794
+65
+1% +$20K 1.11% 27
2025
Q1 		$1.48M Buy
4,729
+1
+0% +$299 1.33% 25
2024
Q4 		$1.37M Buy
+4,728
New +$1.41M 1.17% 26

Other funds holding MCD

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Generation Capital Management's MCD Position: Q1 2026 in Review

Generation Capital Management held its McDonald's (MCD) position steady in Q1 2026 at 4,793 shares worth $1.49M. The position accounts for 1.09% of the portfolio, ranked #28.

Generation Capital Management first reported a position in MCD in Q4 2024 and has held it in 6 quarters since. 3,575 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Generation Capital Management held 4,793 shares of McDonald's worth $1.49M as of Q1 2026.
  • Generation Capital Management left its McDonald's share count unchanged in Q1 2026.
  • McDonald's made up 1.09% of Generation Capital Management's portfolio in Q1 2026, its #28 holding.
  • Generation Capital Management first reported a position in McDonald's in Q4 2024 and has held it in 6 quarters since.
  • 3,575 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Generation Capital Management's 13F filing for Q1 2026, filed 8 May 2026.