Glass Jacobson Investment Advisors’s McDonald's MCD Stock Holding History

Glass Jacobson Investment Advisors’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	$140K	Hold	449	–	–	0.05%	222
2025 Q4	$137K	Hold	449	–	–	0.05%	216
2025 Q3	$136K	Hold	449	–	–	0.05%	213
2025 Q2	$131K	Sell	449 -1,398	-76%	-$431K	0.05%	205
2025 Q1	$536K	Hold	1,847	–	–	0.18%	134
2024 Q4	$536K	Buy	1,847 +21	+1%	+$6.26K	0.18%	134
2024 Q3	$556K	Hold	1,826	–	–	0.18%	131
2024 Q2	$465K	Hold	1,826	–	–	0.17%	135
2024 Q1	$515K	Hold	1,826	–	–	0.19%	125
2023 Q4	$542K	Sell	1,826 -20	-1%	-$5.44K	0.22%	119
2023 Q3	$486K	Sell	1,846 -100	-5%	-$28.5K	0.22%	121
2023 Q2	$581K	Buy	+1,946	New	+$565K	0.27%	109
2022 Q4	$513K	Buy	+1,946	New	+$513K	0.25%	116

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

Glass Jacobson Investment Advisors's MCD Position: Q1 2026 in Review

Glass Jacobson Investment Advisors held its McDonald's (MCD) position steady in Q1 2026 at 449 shares worth $140K. The position accounts for 0.05% of the portfolio, ranked #222.

Glass Jacobson Investment Advisors first reported a position in MCD in Q4 2022 and has held it in 13 quarters since. The position peaked at $581K in Q2 2023. 3,566 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Glass Jacobson Investment Advisors held 449 shares of McDonald's worth $140K as of Q1 2026.
Glass Jacobson Investment Advisors left its McDonald's share count unchanged in Q1 2026.
McDonald's made up 0.05% of Glass Jacobson Investment Advisors's portfolio in Q1 2026, its #222 holding.
Glass Jacobson Investment Advisors first reported a position in McDonald's in Q4 2022 and has held it in 13 quarters since.
Glass Jacobson Investment Advisors's McDonald's position peaked at $581K in Q2 2023.
3,566 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.