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Gladstone Institutional Advisory’s McDonald's MCD Stock Holding History

Gladstone Institutional Advisory’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 		$5.6M Sell
18,031
-4,433
-20% -$1.41M 0.21% 107
2025
Q4 		$6.87M Buy
22,464
+2,187
+11% +$670K 0.26% 90
2025
Q3 		$6.16M Buy
20,277
+73
+0.4% +$22.2K 0.24% 99
2025
Q2 		$5.9M Sell
20,204
-275
-1% -$84.8K 0.24% 94
2025
Q1 		$6.4M Buy
20,479
+1,211
+6% +$362K 0.3% 82
2024
Q4 		$5.59M Buy
19,268
+1,133
+6% +$338K 0.26% 89
2024
Q3 		$5.52M Buy
18,135
+382
+2% +$105K 0.27% 93
2024
Q2 		$4.52M Sell
17,753
-518
-3% -$137K 0.24% 114
2024
Q1 		$5.15M Sell
18,271
-6,153
-25% -$1.79M 0.28% 95
2023
Q4 		$7.24M Buy
24,424
+1,524
+7% +$415K 0.41% 57
2023
Q3 		$6.03M Buy
22,900
+1,655
+8% +$472K 0.39% 60
2023
Q2 		$6.34M Buy
21,245
+7,061
+50% +$2.05M 0.39% 62
2023
Q1 		$3.97M Sell
14,184
-1,880
-12% -$504K 0.26% 108
2022
Q4 		$4.23M Sell
16,064
-8,877
-36% -$2.34M 0.3% 98
2022
Q3 		$5.75M Buy
24,941
+9,132
+58% +$2.33M 0.45% 45
2022
Q2 		$3.9M Buy
15,809
+179
+1% +$44.1K 0.31% 78
2022
Q1 		$3.87M Sell
15,630
-102
-0.6% -$25.4K 0.26% 104
2021
Q4 		$4.22M Buy
15,732
+4,729
+43% +$1.19M 0.33% 85
2021
Q3 		$2.65M Buy
11,003
+3,601
+49% +$860K 0.26% 109
2021
Q2 		$1.71M Buy
7,402
+2,638
+55% +$614K 0.2% 125
2021
Q1 		$1.07M Buy
4,764
+2,940
+161% +$629K 0.17% 137
2020
Q4 		$391K Sell
1,824
-200
-10% -$43.5K 0.08% 192
2020
Q3 		$444K Buy
2,024
+299
+17% +$61.4K 0.11% 159
2020
Q2 		$318K Sell
1,725
-421
-20% -$77.2K 0.08% 168
2020
Q1 		$354K Buy
2,146
+167
+8% +$32.9K 0.09% 172
2019
Q4 		$391K Sell
1,979
-417
-17% -$82.7K 0.1% 162
2019
Q3 		$515K Sell
2,396
-133
-5% -$28.5K 0.13% 137
2019
Q2 		$526K Buy
2,529
+172
+7% +$34.1K 0.16% 129
2019
Q1 		$448K Sell
2,357
-260
-10% -$47.2K 0.16% 115
2018
Q4 		$465K Buy
+2,617
New +$464K 0.27% 86

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

Gladstone Institutional Advisory's MCD Position: Q1 2026 in Review

Gladstone Institutional Advisory reduced its McDonald's (MCD) stake by 20% in Q1 2026, selling an estimated $1.41M and leaving 18,031 shares worth $5.6M. The position accounts for 0.21% of the portfolio, ranked #107.

Gladstone Institutional Advisory first reported a position in MCD in Q4 2018 and has held it in 30 quarters since. The position peaked at $7.24M in Q4 2023. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Gladstone Institutional Advisory held 18,031 shares of McDonald's worth $5.6M as of Q1 2026.
  • Gladstone Institutional Advisory sold 4,433 McDonald's shares in Q1 2026, an estimated $1.41M.
  • McDonald's made up 0.21% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #107 holding.
  • Gladstone Institutional Advisory first reported a position in McDonald's in Q4 2018 and has held it in 30 quarters since.
  • Gladstone Institutional Advisory's McDonald's position peaked at $7.24M in Q4 2023.
  • 3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.