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Golden State Equity Partners’s McDonald's MCD Stock Holding History

Golden State Equity Partners’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 		$4.4M Buy
14,148
+4,089
+41% +$1.3M 0.33% 64
2025
Q4 		$3.07M Sell
10,059
-455
-4% -$139K 0.5% 35
2025
Q3 		$3.2M Buy
10,514
+193
+2% +$58.7K 0.54% 34
2025
Q2 		$3.02M Buy
10,321
+1,410
+16% +$435K 0.56% 32
2025
Q1 		$2.78M Hold
8,911
– – 0.55% 43
2024
Q4 		$2.58M Buy
8,911
+8,478
+1,958% +$2.53M 0.49% 43
2024
Q3 		$132K Sell
433
-10,454
-96% -$2.88M 0.07% 243
2024
Q2 		$2.77M Buy
+10,887
New +$2.89M 0.58% 34
2023
Q4 		$3.71M Buy
12,505
+3,529
+39% +$960K 0.9% 22
2023
Q3 		$2.36M Buy
8,976
+11
+0.1% +$3.14K 0.66% 36
2023
Q2 		$2.68M Buy
8,965
+2,334
+35% +$678K 0.75% 30
2023
Q1 		$1.85M Buy
+6,631
New +$1.78M 1% 26
2022
Q1 		$1.38M Sell
5,572
-39
-0.7% -$9.71K 0.69% 38
2021
Q4 		$1.5M Sell
5,611
-2,251
-29% -$568K 0.76% 33
2021
Q3 		$1.9M Buy
7,862
+2,137
+37% +$510K 0.77% 32
2021
Q2 		$1.32M Buy
5,725
+54
+1% +$12.6K 0.51% 44
2021
Q1 		$1.27M Buy
5,671
+16
+0.3% +$3.42K 0.73% 40
2020
Q4 		$1.21M Buy
+5,655
New +$1.23M 0.83% 40

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

Golden State Equity Partners's MCD Position: Q1 2026 in Review

Golden State Equity Partners increased its McDonald's (MCD) stake by 41% in Q1 2026, buying an estimated $1.3M and bringing the position to 14,148 shares worth $4.4M. The position accounts for 0.33% of the portfolio, ranked #64.

Golden State Equity Partners first reported a position in MCD in Q4 2020 and has held it in 18 quarters since. 3,564 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Golden State Equity Partners held 14,148 shares of McDonald's worth $4.4M as of Q1 2026.
  • Golden State Equity Partners bought 4,089 McDonald's shares in Q1 2026, an estimated $1.3M.
  • McDonald's made up 0.33% of Golden State Equity Partners's portfolio in Q1 2026, its #64 holding.
  • Golden State Equity Partners first reported a position in McDonald's in Q4 2020 and has held it in 18 quarters since.
  • 3,564 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.