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Homestead Advisers’s McDonald's MCD Stock Holding History

Homestead Advisers’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 		$73.2M Sell
235,678
-15,300
-6% -$4.87M 1.97% 24
2025
Q4 		$76.7M Sell
250,978
-34,399
-12% -$10.5M 2.03% 20
2025
Q3 		$86.7M Sell
285,377
-5,400
-2% -$1.64M 2.07% 18
2025
Q2 		$85M Buy
290,777
+700
+0.2% +$216K 2.01% 19
2025
Q1 		$90.6M Buy
290,077
+67,000
+30% +$20M 2.22% 16
2024
Q4 		$64.7M Buy
223,077
+8,200
+4% +$2.45M 1.56% 32
2024
Q3 		$65.4M Sell
214,877
-200
-0.1% -$55.1K 1.56% 31
2024
Q2 		$54.8M Sell
215,077
-3,900
-2% -$1.03M 1.35% 35
2024
Q1 		$61.7M Sell
218,977
-200
-0.1% -$58.2K 1.45% 33
2023
Q4 		$65M Buy
219,177
+400
+0.2% +$109K 1.66% 29
2023
Q3 		$57.6M Buy
218,777
+3,200
+1% +$913K 1.6% 30
2023
Q2 		$64.3M Buy
215,577
+1,000
+0.5% +$291K 1.71% 30
2023
Q1 		$60M Sell
214,577
-4,500
-2% -$1.21M 1.67% 30
2022
Q4 		$57.8M Buy
219,077
+100
+0% +$26.4K 1.54% 32
2022
Q3 		$50.5M Sell
218,977
-500
-0.2% -$128K 1.53% 32
2022
Q2 		$54.2M Hold
219,477
– – 1.53% 33
2022
Q1 		$54.3M Sell
219,477
-3,400
-2% -$847K 1.33% 34
2021
Q4 		$59.7M Sell
222,877
-1,600
-0.7% -$404K 1.37% 32
2021
Q3 		$54.1M Buy
224,477
+700
+0.3% +$167K 1.32% 33
2021
Q2 		$51.7M Sell
223,777
-3,100
-1% -$721K 1.19% 38
2021
Q1 		$50.9M Sell
226,877
-11,800
-5% -$2.52M 1.22% 33
2020
Q4 		$51.2M Sell
238,677
-5,700
-2% -$1.24M 1.27% 32
2020
Q3 		$53.6M Sell
244,377
-9,400
-4% -$1.93M 1.47% 30
2020
Q2 		$46.8M Buy
253,777
+400
+0.2% +$73.3K 1.2% 35
2020
Q1 		$41.9M Buy
253,377
+81,402
+47% +$16M 1.23% 36
2019
Q4 		$34M Buy
+171,975
New +$34.1M 0.71% 43

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

Homestead Advisers's MCD Position: Q1 2026 in Review

Homestead Advisers reduced its McDonald's (MCD) stake by 6.1% in Q1 2026, selling an estimated $4.87M and leaving 235,678 shares worth $73.2M. The position accounts for 1.97% of the portfolio, ranked #24.

Homestead Advisers first reported a position in MCD in Q4 2019 and has held it in 26 quarters since. The position peaked at $90.6M in Q1 2025. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Homestead Advisers held 235,678 shares of McDonald's worth $73.2M as of Q1 2026.
  • Homestead Advisers sold 15,300 McDonald's shares in Q1 2026, an estimated $4.87M.
  • McDonald's made up 1.97% of Homestead Advisers's portfolio in Q1 2026, its #24 holding.
  • Homestead Advisers first reported a position in McDonald's in Q4 2019 and has held it in 26 quarters since.
  • Homestead Advisers's McDonald's position peaked at $90.6M in Q1 2025.
  • 3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Homestead Advisers's 13F filing for Q1 2026, filed 8 May 2026.