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ICW Investment Advisors’s McDonald's MCD Stock Holding History

ICW Investment 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 		$3.36M Buy
10,824
+142
+1% +$45.2K 1.22% 25
2025
Q4 		$3.26M Buy
10,682
+26
+0.2% +$7.96K 1.19% 27
2025
Q3 		$3.24M Buy
10,656
+438
+4% +$133K 1.17% 29
2025
Q2 		$2.99M Buy
10,218
+131
+1% +$40.4K 1.18% 24
2025
Q1 		$3.15M Buy
10,087
+60
+0.6% +$17.9K 1.28% 21
2024
Q4 		$2.91M Buy
10,027
+85
+0.9% +$25.3K 1.21% 22
2024
Q3 		$3.03M Buy
9,942
+201
+2% +$55.4K 1.26% 21
2024
Q2 		$2.48M Buy
9,741
+8
+0.1% +$2.12K 1.13% 27
2024
Q1 		$2.74M Buy
9,733
+185
+2% +$53.8K 1.22% 22
2023
Q4 		$2.83M Buy
9,548
+38
+0.4% +$10.3K 1.38% 17
2023
Q3 		$2.51M Buy
9,510
+363
+4% +$104K 1.35% 19
2023
Q2 		$2.73M Buy
9,147
+101
+1% +$29.3K 1.47% 14
2023
Q1 		$2.53M Buy
9,046
+239
+3% +$64K 1.44% 15
2022
Q4 		$2.32M Sell
8,807
-91
-1% -$24K 1.39% 16
2022
Q3 		$2.05M Buy
8,898
+48
+0.5% +$12.3K 1.38% 18
2022
Q2 		$2.19M Buy
8,850
+27
+0.3% +$6.65K 1.39% 17
2022
Q1 		$2.18M Buy
8,823
+99
+1% +$24.7K 1.26% 22
2021
Q4 		$2.34M Sell
8,724
-9,601
-52% -$2.42M 1.31% 18
2021
Q3 		$1.49M Buy
18,325
+275
+2% +$65.6K 0.96% 46
2021
Q2 		$1.59M Buy
18,050
+242
+1% +$56.3K 1.04% 35
2021
Q1 		$1.59M Buy
17,808
+265
+2% +$56.7K 1.09% 33
2020
Q4 		$1.66M Buy
17,543
+8,668
+98% +$1.88M 1.19% 26
2020
Q3 		$1.72M Buy
8,875
+563
+7% +$116K 1.29% 24
2020
Q2 		$1.53M Sell
8,312
-5
-0.1% -$917 1.25% 25
2020
Q1 		$1.38M Buy
8,317
+108
+1% +$21.3K 1.31% 25
2019
Q4 		$1.62M Buy
+8,209
New +$1.63M 1.32% 22

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

ICW Investment Advisors's MCD Position: Q1 2026 in Review

ICW Investment Advisors increased its McDonald's (MCD) stake by 1.3% in Q1 2026, buying an estimated $45.2K and bringing the position to 10,824 shares worth $3.36M. The position accounts for 1.22% of the portfolio, ranked #25.

ICW Investment Advisors first reported a position in MCD in Q4 2019 and has held it in 26 quarters since. 3,564 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • ICW Investment Advisors held 10,824 shares of McDonald's worth $3.36M as of Q1 2026.
  • ICW Investment Advisors bought 142 McDonald's shares in Q1 2026, an estimated $45.2K.
  • McDonald's made up 1.22% of ICW Investment Advisors's portfolio in Q1 2026, its #25 holding.
  • ICW Investment Advisors first reported a position in McDonald's in Q4 2019 and has held it in 26 quarters since.
  • 3,564 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on ICW Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.