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GHE LLC’s McDonald's MCD Stock Holding History

GHE LLC’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 		$3.63M Sell
11,682
-1,169
-9% -$372K 1.51% 12
2025
Q4 		$3.93M Buy
12,851
+800
+7% +$245K 1.3% 14
2025
Q3 		$3.66M Sell
12,051
-35
-0.3% -$10.7K 1.48% 12
2025
Q2 		$3.53M Sell
12,086
-2,254
-16% -$695K 1.58% 11
2025
Q1 		$4.48M Sell
14,340
-337
-2% -$101K 2.03% 12
2024
Q4 		$4.25M Buy
14,677
+136
+0.9% +$40.6K 1.69% 12
2024
Q3 		$4.36M Buy
14,541
+213
+1% +$58.7K 1.63% 11
2024
Q2 		$3.65M Sell
14,328
-21
-0.1% -$5.57K 1.46% 12
2024
Q1 		$4.05M Buy
14,349
+27
+0.2% +$7.85K 1.87% 11
2023
Q4 		$4.25M Buy
14,322
+165
+1% +$44.9K 2.57% 10
2023
Q3 		$3.73M Buy
14,157
+126
+0.9% +$35.9K 2.52% 10
2023
Q2 		$4.19M Sell
14,031
-56
-0.4% -$16.3K 2.81% 8
2023
Q1 		$3.94M Sell
14,087
-19
-0.1% -$5.09K 3.1% 9
2022
Q4 		$3.72M Sell
14,106
-50
-0.4% -$13.2K 3.49% 10
2022
Q3 		$3.27M Buy
14,156
+4,015
+40% +$1.03M 3.47% 10
2022
Q2 		$2.51M Sell
10,141
-3,155
-24% -$777K 2.74% 8
2022
Q1 		$3.29M Buy
13,296
+333
+3% +$83K 2.74% 10
2021
Q4 		$3.48M Buy
+12,963
New +$3.27M 2.67% 8

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

GHE LLC's MCD Position: Q1 2026 in Review

GHE LLC reduced its McDonald's (MCD) stake by 9.1% in Q1 2026, selling an estimated $372K and leaving 11,682 shares worth $3.63M. The position accounts for 1.51% of the portfolio, ranked #12.

GHE LLC first reported a position in MCD in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.48M in Q1 2025. 3,566 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • GHE LLC held 11,682 shares of McDonald's worth $3.63M as of Q1 2026.
  • GHE LLC sold 1,169 McDonald's shares in Q1 2026, an estimated $372K.
  • McDonald's made up 1.51% of GHE LLC's portfolio in Q1 2026, its #12 holding.
  • GHE LLC first reported a position in McDonald's in Q4 2021 and has held it in 18 quarters since.
  • GHE LLC's McDonald's position peaked at $4.48M in Q1 2025.
  • 3,566 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on GHE LLC's 13F filing for Q1 2026, filed 4 May 2026.