Harbor Advisory Corp’s McDonald's MCD Stock Holding History

Harbor Advisory Corp’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	$1.41M	Hold	4,532	–	–	0.42%	48
2025 Q4	$1.39M	Sell	4,532 -700	-13%	-$214K	0.42%	49
2025 Q3	$1.59M	Sell	5,232 -474	-8%	-$144K	0.47%	47
2025 Q2	$1.67M	Hold	5,706	–	–	0.53%	41
2025 Q1	$1.78M	Hold	5,706	–	–	0.6%	43
2024 Q4	$1.65M	Hold	5,706	–	–	0.54%	45
2024 Q3	$1.74M	Hold	5,706	–	–	0.57%	46
2024 Q2	$1.45M	Sell	5,706 -724	-11%	-$192K	0.5%	52
2024 Q1	$1.81M	Sell	6,430 -1,335	-17%	-$388K	0.62%	47
2023 Q4	$2.3M	Sell	7,765 -388	-5%	-$106K	0.82%	42
2023 Q3	$2.15M	Hold	8,153	–	–	0.78%	44
2023 Q2	$2.43M	Buy	8,153 +410	+5%	+$119K	0.86%	43
2023 Q1	$2.17M	Sell	7,743 -54	-0.7%	-$14.5K	0.83%	42
2022 Q4	$2.05M	Hold	7,797	–	–	0.84%	40
2022 Q3	$1.8M	Sell	7,797 -1,261	-14%	-$322K	0.83%	39
2022 Q2	$2.24M	Sell	9,058 -287	-3%	-$70.7K	0.98%	36
2022 Q1	$2.31M	Hold	9,345	–	–	0.93%	38
2021 Q4	$2.5M	Hold	9,345	–	–	1.02%	34
2021 Q3	$2.25M	Hold	9,345	–	–	0.98%	35
2021 Q2	$2.16M	Hold	9,345	–	–	0.97%	36
2021 Q1	$2.1M	Buy	9,345 +2,259	+32%	+$483K	0.83%	42
2020 Q4	$1.52M	Buy	+7,086	New	+$1.54M	0.81%	35

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

Harbor Advisory Corp's MCD Position: Q1 2026 in Review

Harbor Advisory Corp held its McDonald's (MCD) position steady in Q1 2026 at 4,532 shares worth $1.41M. The position accounts for 0.42% of the portfolio, ranked #48.

Harbor Advisory Corp first reported a position in MCD in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.5M in Q4 2021. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Harbor Advisory Corp held 4,532 shares of McDonald's worth $1.41M as of Q1 2026.
Harbor Advisory Corp left its McDonald's share count unchanged in Q1 2026.
McDonald's made up 0.42% of Harbor Advisory Corp's portfolio in Q1 2026, its #48 holding.
Harbor Advisory Corp first reported a position in McDonald's in Q4 2020 and has held it in 22 quarters since.
Harbor Advisory Corp's McDonald's position peaked at $2.5M in Q4 2021.
3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Harbor Advisory Corp's 13F filing for Q1 2026, filed 7 May 2026.