Iron Gate Global Advisors’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $807K | Sell |
2,596
-344
| -12% | -$110K | 0.09% | 44 |
|
|
2025
Q4 | $898K | Sell |
2,940
-46
| -2% | -$14.1K | 0.09% | 41 |
|
|
2025
Q3 | $908K | Buy |
2,986
+40
| +1% | +$12.2K | 0.09% | 44 |
|
|
2025
Q2 | $861K | Sell |
2,946
-525
| -15% | -$162K | 0.1% | 41 |
|
|
2025
Q1 | $1.08M | Sell |
3,471
-2,422
| -41% | -$724K | 0.15% | 37 |
|
|
2024
Q4 | $1.71M | Sell |
5,893
-956
| -14% | -$285K | 0.24% | 34 |
|
|
2024
Q3 | $2.09M | Sell |
6,849
-65
| -0.9% | -$17.9K | 0.32% | 28 |
|
|
2024
Q2 | $1.76M | Sell |
6,914
-1,050
| -13% | -$279K | 0.29% | 28 |
|
|
2024
Q1 | $2.23M | Sell |
7,964
-1,707
| -18% | -$496K | 0.4% | 27 |
|
|
2023
Q4 | $2.87M | Sell |
9,671
-132
| -1% | -$35.9K | 0.57% | 22 |
|
|
2023
Q3 | $2.6M | Sell |
9,803
-573
| -6% | -$163K | 0.59% | 22 |
|
|
2023
Q2 | $3.1M | Sell |
10,376
-311
| -3% | -$90.4K | 0.67% | 22 |
|
|
2023
Q1 | $2.99M | Sell |
10,687
-53
| -0.5% | -$14.2K | 0.74% | 21 |
|
|
2022
Q4 | $2.83M | Buy |
10,740
+288
| +3% | +$76K | 0.77% | 22 |
|
|
2022
Q3 | $2.41M | Buy |
10,452
+421
| +4% | +$108K | 0.68% | 21 |
|
|
2022
Q2 | $2.48M | Buy |
10,031
+946
| +10% | +$233K | 0.68% | 23 |
|
|
2022
Q1 | $2.25M | Buy |
9,085
+478
| +6% | +$119K | 0.51% | 25 |
|
|
2021
Q4 | $2.31M | Buy |
8,607
+527
| +7% | +$133K | 0.54% | 26 |
|
|
2021
Q3 | $1.95M | Buy |
8,080
+639
| +9% | +$153K | 0.53% | 25 |
|
|
2021
Q2 | $1.72M | Buy |
7,441
+1,213
| +19% | +$282K | 0.48% | 24 |
|
|
2021
Q1 | $1.4M | Buy |
6,228
+1,390
| +29% | +$297K | 0.45% | 27 |
|
|
2020
Q4 | $1.04M | Buy |
4,838
+195
| +4% | +$42.4K | 0.38% | 32 |
|
|
2020
Q3 | $1.02M | Buy |
4,643
+383
| +9% | +$78.6K | 0.43% | 31 |
|
|
2020
Q2 | $788K | Buy |
4,260
+2,316
| +119% | +$425K | 0.38% | 36 |
|
|
2020
Q1 | $321K | Buy |
1,944
+349
| +22% | +$68.8K | 0.22% | 45 |
|
|
2019
Q4 | $315K | Buy |
1,595
+3
| +0.2% | +$595 | 0.18% | 50 |
|
|
2019
Q3 | $342K | Buy |
1,592
+3
| +0.2% | +$643 | 0.21% | 49 |
|
|
2019
Q2 | $330K | Buy |
1,589
+2
| +0.1% | +$396 | 0.22% | 45 |
|
|
2019
Q1 | $301K | Buy |
1,587
+3
| +0.2% | +$544 | 0.12% | 55 |
|
|
2018
Q4 | $281K | Buy |
1,584
+4
| +0.3% | +$709 | 0.21% | 46 |
|
|
2018
Q3 | $291K | Buy |
1,580
+1,003
| +174% | +$161K | 0.19% | 48 |
|
|
2018
Q2 | $90K | Buy |
+577
| New | +$93.6K | 0.07% | 71 |
|
Other funds holding MCD
VCM
VPM
DAM
Iron Gate Global Advisors's MCD Position: Q1 2026 in Review
Iron Gate Global Advisors reduced its McDonald's (MCD) stake by 12% in Q1 2026, selling an estimated $110K and leaving 2,596 shares worth $807K. The position accounts for 0.09% of the portfolio, ranked #44.
Iron Gate Global Advisors first reported a position in MCD in Q2 2018 and has held it in 32 quarters since. The position peaked at $3.1M in Q2 2023. 3,564 funds tracked by Wall St. Rank hold MCD as of Q1 2026.
- Iron Gate Global Advisors held 2,596 shares of McDonald's worth $807K as of Q1 2026.
- Iron Gate Global Advisors sold 344 McDonald's shares in Q1 2026, an estimated $110K.
- McDonald's made up 0.09% of Iron Gate Global Advisors's portfolio in Q1 2026, its #44 holding.
- Iron Gate Global Advisors first reported a position in McDonald's in Q2 2018 and has held it in 32 quarters since.
- Iron Gate Global Advisors's McDonald's position peaked at $3.1M in Q2 2023.
- 3,564 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.
Based on Iron Gate Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.