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MCD icon

INVST’s McDonald's MCD Stock Holding History

INVST’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 		$449K Sell
1,446
-45
-3% -$14.3K 0.05% 256
2025
Q4 		$456K Buy
1,491
+70
+5% +$21.4K 0.05% 242
2025
Q3 		$432K Buy
1,421
+1
+0.1% +$304 0.05% 246
2025
Q2 		$415K Buy
1,420
+412
+41% +$127K 0.05% 240
2025
Q1 		$315K Sell
1,008
-447
-31% -$134K 0.04% 243
2024
Q4 		$422K Sell
1,455
-38
-3% -$11.3K 0.05% 182
2024
Q3 		$455K Sell
1,493
-98
-6% -$27K 0.06% 183
2024
Q2 		$398K Buy
1,591
+26
+2% +$6.9K 0.04% 191
2024
Q1 		$439K Buy
1,565
+15
+1% +$4.36K 0.05% 157
2023
Q4 		$441K Buy
1,550
+149
+11% +$40.6K 0.06% 153
2023
Q3 		$369K Buy
1,401
+462
+49% +$132K 0.05% 156
2023
Q2 		$280K Buy
939
+23
+3% +$6.68K 0.04% 156
2023
Q1 		$270K Buy
916
+66
+8% +$17.7K 0.04% 146
2022
Q4 		$227K Buy
+850
New +$224K 0.04% 152
2022
Q3 		– Sell
-855
Closed -$223K – 178
2022
Q2 		$223K Sell
855
-240
-22% -$59.1K 0.03% 164
2022
Q1 		$271K Buy
1,095
+248
+29% +$61.8K 0.04% 154
2021
Q4 		$210K Buy
+847
New +$214K 0.03% 171
2021
Q3 		– Sell
-1,051
Closed -$247K – 202
2021
Q2 		$247K Sell
1,051
-98
-9% -$22.8K 0.04% 175
2021
Q1 		$271K Buy
+1,149
New +$246K 0.05% 160

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

INVST's MCD Position: Q1 2026 in Review

INVST reduced its McDonald's (MCD) stake by 3% in Q1 2026, selling an estimated $14.3K and leaving 1,446 shares worth $449K. The position accounts for 0.05% of the portfolio, ranked #256.

INVST first reported a position in MCD in Q1 2021 and has held it in 19 quarters since. The position peaked at $456K in Q4 2025. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • INVST held 1,446 shares of McDonald's worth $449K as of Q1 2026.
  • INVST sold 45 McDonald's shares in Q1 2026, an estimated $14.3K.
  • McDonald's made up 0.05% of INVST's portfolio in Q1 2026, its #256 holding.
  • INVST first reported a position in McDonald's in Q1 2021 and has held it in 19 quarters since.
  • INVST's McDonald's position peaked at $456K in Q4 2025.
  • 3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on INVST's 13F filing for Q1 2026, filed 13 May 2026.