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HUB Investment Partners’s McDonald's MCD Stock Holding History

HUB Investment Partners’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 		$186K Sell
600
-200
-25% -$63.7K ﹤0.01% 1008
2025
Q4 		$245K Buy
800
+200
+33% +$61.3K 0.01% 753
2025
Q3 		$182K Sell
600
-100
-14% -$30.4K 0.01% 712
2025
Q2 		$205K Buy
700
+600
+600% +$185K 0.01% 624
2025
Q1 		$31.2K Hold
100
– – ﹤0.01% 615
2024
Q4 		$9.19K Buy
+100
New +$29.8K ﹤0.01% 586

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

HUB Investment Partners's MCD Position: Q1 2026 in Review

HUB Investment Partners increased its McDonald's (MCD) stake by 4.8% in Q1 2026, buying an estimated $506K and bringing the position to 34,749 shares worth $10.8M. The position accounts for 0.26% of the portfolio, ranked #77.

HUB Investment Partners first reported a position in MCD in Q4 2020 and has held it in 21 quarters since. The position peaked at $16.4M in Q1 2025. 3,566 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • HUB Investment Partners held 34,749 shares of McDonald's worth $10.8M as of Q1 2026.
  • HUB Investment Partners bought 1,587 McDonald's shares in Q1 2026, an estimated $506K.
  • McDonald's made up 0.26% of HUB Investment Partners's portfolio in Q1 2026, its #77 holding.
  • HUB Investment Partners first reported a position in McDonald's in Q4 2020 and has held it in 21 quarters since.
  • HUB Investment Partners's McDonald's position peaked at $16.4M in Q1 2025.
  • 3,566 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on HUB Investment Partners's 13F filing for Q1 2026, filed 15 May 2026.