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Insight Advisors’s McDonald's MCD Stock Holding History

Insight 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 		$710K Sell
2,285
-202
-8% -$64.4K 0.14% 101
2025
Q4 		$760K Sell
2,487
-96
-4% -$29.4K 0.12% 117
2025
Q3 		$785K Sell
2,583
-9
-0.3% -$2.74K 0.12% 116
2025
Q2 		$757K Sell
2,592
-120
-4% -$37K 0.12% 111
2025
Q1 		$847K Sell
2,712
-42
-2% -$12.6K 0.15% 95
2024
Q4 		$798K Sell
2,754
-85
-3% -$25.3K 0.13% 103
2024
Q3 		$865K Sell
2,839
-58
-2% -$16K 0.15% 104
2024
Q2 		$739K Sell
2,897
-966
-25% -$256K 0.13% 111
2024
Q1 		$1.09M Buy
3,863
+67
+2% +$19.5K 0.21% 85
2023
Q4 		$1.13M Sell
3,796
-33
-0.9% -$8.98K 0.24% 68
2023
Q3 		$1.01M Sell
3,829
-88
-2% -$25.1K 0.23% 75
2023
Q2 		$1.17M Sell
3,917
-314
-7% -$91.2K 0.26% 65
2023
Q1 		$1.18M Sell
4,231
-1,460
-26% -$391K 0.28% 58
2022
Q4 		$1.5M Sell
5,691
-1
-0% -$264 0.53% 44
2022
Q3 		$1.31M Sell
5,692
-102
-2% -$26.1K 0.52% 46
2022
Q2 		$1.5M Sell
5,794
-462
-7% -$114K 0.51% 45
2022
Q1 		$1.55M Buy
6,256
+1,654
+36% +$412K 0.46% 55
2021
Q4 		$1.23M Sell
4,602
-328
-7% -$82.8K 0.36% 71
2021
Q3 		$1.25M Sell
4,930
-238
-5% -$56.8K 0.37% 71
2021
Q2 		$1.24M Sell
5,168
-779
-13% -$181K 0.39% 64
2021
Q1 		$1.4M Buy
5,947
+926
+18% +$198K 0.44% 56
2020
Q4 		$1.08M Buy
+5,021
New +$1.09M 0.41% 64

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

Insight Advisors's MCD Position: Q1 2026 in Review

Insight Advisors reduced its McDonald's (MCD) stake by 8.1% in Q1 2026, selling an estimated $64.4K and leaving 2,285 shares worth $710K. The position accounts for 0.14% of the portfolio, ranked #101.

Insight Advisors first reported a position in MCD in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.55M in Q1 2022. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Insight Advisors held 2,285 shares of McDonald's worth $710K as of Q1 2026.
  • Insight Advisors sold 202 McDonald's shares in Q1 2026, an estimated $64.4K.
  • McDonald's made up 0.14% of Insight Advisors's portfolio in Q1 2026, its #101 holding.
  • Insight Advisors first reported a position in McDonald's in Q4 2020 and has held it in 22 quarters since.
  • Insight Advisors's McDonald's position peaked at $1.55M in Q1 2022.
  • 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Insight Advisors's 13F filing for Q1 2026, filed 12 May 2026.