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Infusive Asset Management’s McDonald's MCD Stock Holding History

Infusive Asset Management’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 		$4.07M Buy
13,082
+205
+2% +$65.3K 1.97% 23
2025
Q4 		$3.94M Sell
12,877
-170
-1% -$52.1K 1.68% 28
2025
Q3 		$3.96M Sell
13,047
-4,011
-24% -$1.22M 1.82% 21
2025
Q2 		$4.98M Buy
17,058
+2,660
+18% +$820K 2.22% 18
2025
Q1 		$4.5M Sell
14,398
-10,538
-42% -$3.15M 2.09% 18
2024
Q4 		$7.23M Sell
24,936
-28,200
-53% -$8.41M 3.22% 13
2024
Q3 		$16.2M Sell
53,136
-3,016
-5% -$831K 6.83% 4
2024
Q2 		$14.3M Sell
56,152
-534
-0.9% -$142K 5.78% 5
2024
Q1 		$16M Buy
56,686
+6,424
+13% +$1.87M 6.16% 5
2023
Q4 		$14.9M Buy
50,262
+195
+0.4% +$53.1K 6.75% 6
2023
Q3 		$13.2M Buy
50,067
+9,301
+23% +$2.65M 8.53% 6
2023
Q2 		$11.8M Buy
+40,766
New +$11.8M 9.02% 2
2023
Q1 		– Sell
-62,975
Closed -$5.19M – 16
2022
Q4 		$5.19M Buy
62,975
+16,380
+35% +$4.32M 4.35% 14
2022
Q3 		$10.8M Buy
+46,595
New +$11.9M 8.15% 2
2022
Q2 		– Sell
-2,265
Closed -$558K – 26
2022
Q1 		$560K Sell
2,265
-543
-19% -$135K 0.27% 19
2021
Q4 		$753K Sell
2,808
-54,658
-95% -$13.8M 0.26% 24
2021
Q3 		$13.9M Sell
57,466
-12,792
-18% -$3.05M 2.95% 16
2021
Q2 		$16.2M Buy
70,258
+13,410
+24% +$3.12M 3.23% 10
2021
Q1 		$12.8M Buy
56,848
+21,028
+59% +$4.5M 2.99% 15
2020
Q4 		$7.69M Buy
+35,820
New +$7.79M 2.54% 16

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

Infusive Asset Management's MCD Position: Q1 2026 in Review

Infusive Asset Management increased its McDonald's (MCD) stake by 1.6% in Q1 2026, buying an estimated $65.3K and bringing the position to 13,082 shares worth $4.07M. The position accounts for 1.97% of the portfolio, ranked #23.

Infusive Asset Management first reported a position in MCD in Q4 2020 and has held it in 20 quarters since. The position peaked at $16.2M in Q2 2021. 3,564 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Infusive Asset Management held 13,082 shares of McDonald's worth $4.07M as of Q1 2026.
  • Infusive Asset Management bought 205 McDonald's shares in Q1 2026, an estimated $65.3K.
  • McDonald's made up 1.97% of Infusive Asset Management's portfolio in Q1 2026, its #23 holding.
  • Infusive Asset Management first reported a position in McDonald's in Q4 2020 and has held it in 20 quarters since.
  • Infusive Asset Management's McDonald's position peaked at $16.2M in Q2 2021.
  • 3,564 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Infusive Asset Management's 13F filing for Q1 2026, filed 14 May 2026.