Hendershot Investments’s McDonald's MCD Stock Holding History

Hendershot Investments’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	$1.14M	Sell	3,676 -27	-0.7%	-$8.6K	0.15%	56
2025 Q4	$1.13M	Hold	3,703	–	–	0.14%	53
2025 Q3	$1.13M	Hold	3,703	–	–	0.14%	55
2025 Q2	$1.08M	Hold	3,703	–	–	0.14%	58
2025 Q1	$1.16M	Buy	3,703 +40	+1%	+$12K	0.16%	58
2024 Q4	$1.06M	Hold	3,663	–	–	0.14%	59
2024 Q3	$1.12M	Sell	3,663 -60	-2%	-$16.5K	0.15%	60
2024 Q2	$949K	Hold	3,723	–	–	0.14%	60
2024 Q1	$1.05M	Sell	3,723 -102	-3%	-$29.7K	0.15%	57
2023 Q4	$1.13M	Buy	3,825 +118	+3%	+$32.1K	0.17%	59
2023 Q3	$977K	Hold	3,707	–	–	0.16%	59
2023 Q2	$1.11M	Hold	3,707	–	–	0.18%	59
2023 Q1	$1.04M	Sell	3,707 -566	-13%	-$152K	0.17%	63
2022 Q4	$1.13M	Buy	4,273 +131	+3%	+$34.6K	0.19%	68
2022 Q3	$956K	Sell	4,142 -20	-0.5%	-$5.11K	0.18%	70
2022 Q2	$1.03M	Hold	4,162	–	–	0.18%	72
2022 Q1	$1.03M	Sell	4,162 -40	-1%	-$9.96K	0.16%	76
2021 Q4	$1.13M	Buy	4,202 +960	+30%	+$242K	0.17%	75
2021 Q3	$782K	Buy	3,242 +310	+11%	+$74K	0.15%	59
2021 Q2	$677K	Hold	2,932	–	–	0.15%	53
2021 Q1	$657K	Hold	2,932	–	–	0.15%	52
2020 Q4	$629K	Buy	2,932 +300	+11%	+$65.2K	0.16%	52
2020 Q3	$578K	Hold	2,632	–	–	0.16%	50
2020 Q2	$486K	Hold	2,632	–	–	0.15%	45
2020 Q1	$435K	Sell	2,632 -100	-4%	-$19.7K	0.16%	48
2019 Q4	$540K	Hold	2,732	–	–	0.16%	50
2019 Q3	$587K	Sell	2,732 -260	-9%	-$55.7K	0.19%	48
2019 Q2	$621K	Hold	2,992	–	–	0.2%	49
2019 Q1	$568K	Buy	2,992 +475	+19%	+$86.2K	0.19%	50
2018 Q4	$447K	Hold	2,517	–	–	0.18%	49
2018 Q3	$421K	Hold	2,517	–	–	0.15%	51
2018 Q2	$394K	Hold	2,517	–	–	0.15%	51
2018 Q1	$394K	Hold	2,517	–	–	0.16%	50
2017 Q4	$433K	Buy	2,517 +400	+19%	+$67.2K	0.17%	53
2017 Q3	$332K	Buy	2,117 +200	+10%	+$31.3K	0.14%	58
2017 Q2	$294K	Hold	1,917	–	–	0.13%	58
2017 Q1	$249K	Hold	1,917	–	–	0.12%	60
2016 Q4	$233K	Hold	1,917	–	–	0.11%	60
2016 Q3	$221K	Hold	1,917	–	–	0.11%	60
2016 Q2	$231K	Sell	1,917 -27	-1%	-$3.38K	0.12%	60
2016 Q1	$244K	Sell	1,944 -125	-6%	-$14.9K	0.12%	59
2015 Q4	$245K	Sell	2,069 -479	-19%	-$53.6K	0.13%	60
2015 Q3	$251K	Hold	2,548	–	–	0.14%	59
2015 Q2	$242K	Hold	2,548	–	–	0.13%	57
2015 Q1	$248K	Sell	2,548 -400	-14%	-$38K	0.13%	58
2014 Q4	$276K	Hold	2,948	–	–	0.14%	51
2014 Q3	$280K	Hold	2,948	–	–	0.16%	54
2014 Q2	$297K	Buy	2,948 +475	+19%	+$48K	0.17%	53
2014 Q1	$242K	Buy	2,473 +107	+5%	+$10.2K	0.15%	56
2013 Q4	$230K	Buy	+2,366	New	+$227K	0.15%	56

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 $147M AUM 25.76% 1-Year Est. Return

Hendershot Investments's MCD Position: Q1 2026 in Review

Hendershot Investments reduced its McDonald's (MCD) stake by 0.73% in Q1 2026, selling an estimated $8.6K and leaving 3,676 shares worth $1.14M. The position accounts for 0.15% of the portfolio, ranked #56.

Hendershot Investments first reported a position in MCD in Q4 2013 and has held it in 50 quarters since. The position peaked at $1.16M in Q1 2025. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Hendershot Investments held 3,676 shares of McDonald's worth $1.14M as of Q1 2026.
Hendershot Investments sold 27 McDonald's shares in Q1 2026, an estimated $8.6K.
McDonald's made up 0.15% of Hendershot Investments's portfolio in Q1 2026, its #56 holding.
Hendershot Investments first reported a position in McDonald's in Q4 2013 and has held it in 50 quarters since.
Hendershot Investments's McDonald's position peaked at $1.16M in Q1 2025.
3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Hendershot Investments's 13F filing for Q1 2026, filed 27 Apr 2026.