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Herold Advisors’s McDonald's MCD Stock Holding History

Herold 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 		$1.54M Sell
4,960
-9
-0.2% -$2.87K 0.34% 79
2025
Q4 		$1.52M Buy
4,969
+75
+2% +$23K 0.34% 79
2025
Q3 		$1.49M Buy
4,894
+109
+2% +$33.2K 0.34% 78
2025
Q2 		$1.4M Sell
4,785
-672
-12% -$207K 0.29% 96
2025
Q1 		$1.7M Buy
5,457
+189
+4% +$56.5K 0.37% 80
2024
Q4 		$1.53M Buy
5,268
+261
+5% +$77.8K 0.33% 82
2024
Q3 		$1.52M Buy
5,007
+35
+0.7% +$9.65K 0.33% 82
2024
Q2 		$1.27M Hold
4,972
– – 0.29% 95
2024
Q1 		$1.4M Buy
4,972
+88
+2% +$25.6K 0.34% 82
2023
Q4 		$1.45M Sell
4,884
-100
-2% -$27.2K 0.4% 73
2023
Q3 		$1.31M Buy
4,984
+86
+2% +$24.5K 0.4% 71
2023
Q2 		$1.46M Sell
4,898
-93
-2% -$27K 0.45% 65
2023
Q1 		$1.4M Sell
4,991
-196
-4% -$52.5K 0.48% 65
2022
Q4 		$1.37M Buy
5,187
+200
+4% +$52.8K 0.58% 54
2022
Q3 		$1.15M Sell
4,987
-150
-3% -$38.3K 0.55% 60
2022
Q2 		$1.27M Hold
5,137
– – 0.57% 62
2022
Q1 		$1.27M Sell
5,137
-100
-2% -$24.9K 0.45% 71
2021
Q4 		$1.4M Sell
5,237
-100
-2% -$25.2K 0.54% 66
2021
Q3 		$1.29M Buy
+5,337
New +$1.27M 0.5% 68

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

Herold Advisors's MCD Position: Q1 2026 in Review

Herold Advisors reduced its McDonald's (MCD) stake by 0.18% in Q1 2026, selling an estimated $2.87K and leaving 4,960 shares worth $1.54M. The position accounts for 0.34% of the portfolio, ranked #79.

Herold Advisors first reported a position in MCD in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.7M in Q1 2025. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Herold Advisors held 4,960 shares of McDonald's worth $1.54M as of Q1 2026.
  • Herold Advisors sold 9 McDonald's shares in Q1 2026, an estimated $2.87K.
  • McDonald's made up 0.34% of Herold Advisors's portfolio in Q1 2026, its #79 holding.
  • Herold Advisors first reported a position in McDonald's in Q3 2021 and has held it in 19 quarters since.
  • Herold Advisors's McDonald's position peaked at $1.7M in Q1 2025.
  • 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Herold Advisors's 13F filing for Q1 2026, filed 15 May 2026.