Hilton Capital Management’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $11.1M | Buy |
35,643
+671
| +2% | +$214K | 0.84% | 28 |
|
|
2025
Q4 | $10.7M | Buy |
34,972
+351
| +1% | +$108K | 0.8% | 32 |
|
|
2025
Q3 | $10.5M | Sell |
34,621
-2,895
| -8% | -$881K | 0.85% | 30 |
|
|
2025
Q2 | $11M | Sell |
37,516
-266
| -0.7% | -$82K | 0.87% | 29 |
|
|
2025
Q1 | $11.8M | Buy |
37,782
+423
| +1% | +$127K | 1% | 20 |
|
|
2024
Q4 | $10.8M | Sell |
37,359
-5,294
| -12% | -$1.58M | 0.94% | 33 |
|
|
2024
Q3 | $13M | Buy |
42,653
+927
| +2% | +$256K | 1.01% | 27 |
|
|
2024
Q2 | $10.6M | Buy |
41,726
+1,683
| +4% | +$446K | 0.9% | 32 |
|
|
2024
Q1 | $11.3M | Buy |
40,043
+211
| +0.5% | +$61.4K | 1.01% | 28 |
|
|
2023
Q4 | $11.8M | Sell |
39,832
-25
| -0.1% | -$6.8K | 1.27% | 17 |
|
|
2023
Q3 | $10.5M | Sell |
39,857
-2,206
| -5% | -$629K | 1.4% | 18 |
|
|
2023
Q2 | $12.6M | Sell |
42,063
-770
| -2% | -$224K | 1.51% | 19 |
|
|
2023
Q1 | $11.3M | Sell |
42,833
-1,277
| -3% | -$342K | 1.48% | 20 |
|
|
2022
Q4 | $10.2M | Hold |
44,110
| – | – | 1.34% | 21 |
|
|
2022
Q3 | $10.2M | Sell |
44,110
-678
| -2% | -$173K | 1.34% | 21 |
|
|
2022
Q2 | $11.1M | Sell |
44,788
-1,197
| -3% | -$295K | 1.36% | 25 |
|
|
2022
Q1 | $11.4M | Buy |
45,985
+212
| +0.5% | +$52.8K | 1.22% | 35 |
|
|
2021
Q4 | $12.3M | Buy |
+45,773
| New | +$11.6M | 1.13% | 33 |
|
|
2019
Q4 | – | Sell |
-442
| Closed | -$95K | – | 225 |
|
|
2019
Q3 | $95K | Sell |
442
-1,122
| -72% | -$241K | 0.01% | 166 |
|
|
2019
Q2 | $325K | Hold |
1,564
| – | – | 0.04% | 84 |
|
|
2019
Q1 | $297K | Buy |
1,564
+14
| +0.9% | +$2.54K | 0.04% | 98 |
|
|
2018
Q4 | $275K | Buy |
1,550
+47
| +3% | +$8.34K | 0.05% | 101 |
|
|
2018
Q3 | $251K | Hold |
1,503
| – | – | 0.04% | 109 |
|
|
2018
Q2 | $236K | Sell |
1,503
-45
| -3% | -$7.3K | 0.04% | 113 |
|
|
2018
Q1 | $242K | Sell |
1,548
-81,995
| -98% | -$13.5M | 0.04% | 123 |
|
|
2017
Q4 | $14.4M | Buy |
83,543
+10,757
| +15% | +$1.81M | 2.17% | 24 |
|
|
2017
Q3 | $11.4M | Buy |
+72,786
| New | +$11.4M | 1.99% | 24 |
|
|
2016
Q3 | – | Sell |
-76,703
| Closed | -$9.23M | – | 127 |
|
|
2016
Q2 | $9.23M | Sell |
76,703
-25,241
| -25% | -$3.16M | 2.92% | 16 |
|
|
2016
Q1 | $12.8M | Sell |
101,944
-4,762
| -4% | -$569K | 4.2% | 7 |
|
|
2015
Q4 | $12.6M | Sell |
106,706
-655
| -0.6% | -$73.2K | 4.06% | 6 |
|
|
2015
Q3 | $10.6M | Sell |
107,361
-6,705
| -6% | -$653K | 3.63% | 7 |
|
|
2015
Q2 | $10.8M | Sell |
114,066
-3,443
| -3% | -$333K | 3.06% | 10 |
|
|
2015
Q1 | $11.5M | Buy |
117,509
+5,769
| +5% | +$547K | 4.07% | 6 |
|
|
2014
Q4 | $10.5M | Buy |
+111,740
| New | +$10.5M | 3.4% | 6 |
|
Other funds holding MCD
VCM
VPM
DAM
Hilton Capital Management's MCD Position: Q1 2026 in Review
Hilton Capital Management increased its McDonald's (MCD) stake by 1.9% in Q1 2026, buying an estimated $214K and bringing the position to 35,643 shares worth $11.1M. The position accounts for 0.84% of the portfolio, ranked #28.
Hilton Capital Management first reported a position in MCD in Q4 2014 and has held it in 34 quarters since. The position peaked at $14.4M in Q4 2017. 3,564 funds tracked by Wall St. Rank hold MCD as of Q1 2026.
- Hilton Capital Management held 35,643 shares of McDonald's worth $11.1M as of Q1 2026.
- Hilton Capital Management bought 671 McDonald's shares in Q1 2026, an estimated $214K.
- McDonald's made up 0.84% of Hilton Capital Management's portfolio in Q1 2026, its #28 holding.
- Hilton Capital Management first reported a position in McDonald's in Q4 2014 and has held it in 34 quarters since.
- Hilton Capital Management's McDonald's position peaked at $14.4M in Q4 2017.
- 3,564 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.
Based on Hilton Capital Management's 13F filing for Q1 2026, filed 15 May 2026.