Holocene Advisors
MCD icon

Holocene Advisors’s McDonald's MCD Stock Holding History

Holocene 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 		$104M Sell
334,718
-961,713
-74% -$306M 0.25% 105
2025
Q4 		$396M Buy
1,296,431
+916,648
+241% +$281M 0.83% 21
2025
Q3 		$115M Buy
+379,783
New +$116M 0.26% 101
2025
Q1 		– Sell
-601,360
Closed -$174M – 839
2024
Q4 		$174M Buy
+601,360
New +$179M 0.56% 47
2023
Q2 		– Sell
-686,633
Closed -$192M – 801
2023
Q1 		$192M Buy
+686,633
New +$184M 0.94% 18
2022
Q4 		– Sell
-378,210
Closed -$87.3M – 822
2022
Q3 		$87.3M Sell
378,210
-251,037
-40% -$64.2M 0.56% 57
2022
Q2 		$155M Buy
629,247
+57,135
+10% +$14.1M 0.94% 19
2022
Q1 		$141M Buy
+572,112
New +$143M 0.74% 38
2021
Q4 		– Sell
-170,042
Closed -$41M – 932
2021
Q3 		$41M Sell
170,042
-298,139
-64% -$71.2M 0.22% 138
2021
Q2 		$108M Buy
468,181
+148,189
+46% +$34.5M 0.61% 45
2021
Q1 		$71.7M Buy
319,992
+175,850
+122% +$37.6M 0.45% 65
2020
Q4 		$30.9M Sell
144,142
-365,662
-72% -$79.5M 0.2% 159
2020
Q3 		$112M Sell
509,804
-226,465
-31% -$46.5M 0.85% 26
2020
Q2 		$136M Buy
736,269
+498,385
+210% +$91.4M 1.19% 18
2020
Q1 		$39.3M Buy
237,884
+229,112
+2,612% +$45.1M 0.42% 72
2019
Q4 		$1.73M Buy
+8,772
New +$1.74M 0.02% 444
2019
Q3 		– Sell
-629,525
Closed -$131M – 797
2019
Q2 		$131M Buy
629,525
+68,919
+12% +$13.7M 1.67% 8
2019
Q1 		$106M Buy
560,606
+381,479
+213% +$69.2M 1.63% 15
2018
Q4 		$31.8M Buy
+179,127
New +$31.8M 0.51% 61
2018
Q1 		– Sell
-745,068
Closed -$128M – 651
2017
Q4 		$128M Buy
+745,068
New +$125M 3.25% 4

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

Holocene Advisors's MCD Position: Q1 2026 in Review

Holocene Advisors reduced its McDonald's (MCD) stake by 74% in Q1 2026, selling an estimated $306M and leaving 334,718 shares worth $104M. The position accounts for 0.25% of the portfolio, ranked #105.

Holocene Advisors first reported a position in MCD in Q4 2017 and has held it in 20 quarters since. The position peaked at $396M in Q4 2025. 3,569 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Holocene Advisors held 334,718 shares of McDonald's worth $104M as of Q1 2026.
  • Holocene Advisors sold 961,713 McDonald's shares in Q1 2026, an estimated $306M.
  • McDonald's made up 0.25% of Holocene Advisors's portfolio in Q1 2026, its #105 holding.
  • Holocene Advisors first reported a position in McDonald's in Q4 2017 and has held it in 20 quarters since.
  • Holocene Advisors's McDonald's position peaked at $396M in Q4 2025.
  • 3,569 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

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