Insigneo Advisory Services’s McDonald's MCD Stock Holding History

Insigneo Advisory Services’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	$3.04M	Buy	9,797 +1,347	+16%	+$429K	0.22%	85
2025 Q4	$2.58M	Buy	8,450 +305	+4%	+$93.4K	0.19%	106
2025 Q3	$2.48M	Buy	8,145 +214	+3%	+$65.1K	0.17%	103
2025 Q2	$2.32M	Buy	7,931 +72	+0.9%	+$22.2K	0.2%	96
2025 Q1	$2.45M	Buy	7,859 +300	+4%	+$89.7K	0.25%	79
2024 Q4	$2.19M	Sell	7,559 -2,232	-23%	-$666K	0.23%	85
2024 Q3	$2.98M	Sell	9,791 -594	-6%	-$164K	0.3%	62
2024 Q2	$2.79M	Sell	10,385 -1,015	-9%	-$269K	0.31%	61
2024 Q1	$3.21M	Buy	11,400 +1,180	+12%	+$343K	0.38%	49
2023 Q4	$3.03M	Buy	10,220 +3,027	+42%	+$824K	0.43%	40
2023 Q3	$1.89M	Buy	7,193 +551	+8%	+$157K	0.39%	52
2023 Q2	$1.98M	Buy	6,642 +2,779	+72%	+$807K	0.38%	56
2023 Q1	$1.08M	Buy	3,863 +111	+3%	+$29.7K	0.34%	62
2022 Q4	$989K	Buy	+3,752	New	+$990K	0.37%	58

Other funds holding MCD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Insigneo Advisory Services's MCD Position: Q1 2026 in Review

Insigneo Advisory Services increased its McDonald's (MCD) stake by 16% in Q1 2026, buying an estimated $429K and bringing the position to 9,797 shares worth $3.04M. The position accounts for 0.22% of the portfolio, ranked #85.

Insigneo Advisory Services first reported a position in MCD in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.21M in Q1 2024. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Insigneo Advisory Services held 9,797 shares of McDonald's worth $3.04M as of Q1 2026.
Insigneo Advisory Services bought 1,347 McDonald's shares in Q1 2026, an estimated $429K.
McDonald's made up 0.22% of Insigneo Advisory Services's portfolio in Q1 2026, its #85 holding.
Insigneo Advisory Services first reported a position in McDonald's in Q4 2022 and has held it in 14 quarters since.
Insigneo Advisory Services's McDonald's position peaked at $3.21M in Q1 2024.
3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.