Interchange Capital Partners’s McDonald's MCD Stock Holding History

Interchange Capital 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	$471K	Sell	1,510 -839	-36%	-$267K	0.15%	147
2025 Q4	$718K	Buy	2,349 +430	+22%	+$132K	0.13%	147
2025 Q3	$583K	Buy	1,919 +736	+62%	+$224K	0.11%	161
2025 Q2	$346K	Buy	1,183 +48	+4%	+$14.8K	0.08%	198
2025 Q1	$355K	Buy	1,135 +24	+2%	+$7.18K	0.1%	180
2024 Q4	$322K	Sell	1,111 -89	-7%	-$26.5K	0.12%	177
2024 Q3	$366K	Buy	1,200 +71	+6%	+$19.6K	0.13%	177
2024 Q2	$288K	Buy	+1,129	New	+$300K	0.1%	197
2023 Q2	–	Sell	-718	Closed	-$201K	–	194
2023 Q1	$201K	Buy	+718	New	+$192K	0.11%	203
2021 Q4	–	Sell	-1,033	Closed	-$249K	–	170
2021 Q3	$249K	Hold	1,033	–	–	0.42%	82
2021 Q2	$238K	Sell	1,033 -71	-6%	-$16.5K	0.37%	84
2021 Q1	$250K	Sell	1,104 -37	-3%	-$7.91K	0.14%	192
2020 Q4	$244K	Buy	+1,141	New	+$248K	0.13%	175

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

Interchange Capital Partners's MCD Position: Q1 2026 in Review

Interchange Capital Partners reduced its McDonald's (MCD) stake by 36% in Q1 2026, selling an estimated $267K and leaving 1,510 shares worth $471K. The position accounts for 0.15% of the portfolio, ranked #147.

Interchange Capital Partners first reported a position in MCD in Q4 2020 and has held it in 13 quarters since. The position peaked at $718K in Q4 2025. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Interchange Capital Partners held 1,510 shares of McDonald's worth $471K as of Q1 2026.
Interchange Capital Partners sold 839 McDonald's shares in Q1 2026, an estimated $267K.
McDonald's made up 0.15% of Interchange Capital Partners's portfolio in Q1 2026, its #147 holding.
Interchange Capital Partners first reported a position in McDonald's in Q4 2020 and has held it in 13 quarters since.
Interchange Capital Partners's McDonald's position peaked at $718K in Q4 2025.
3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Interchange Capital Partners's 13F filing for Q1 2026, filed 24 Apr 2026.