iSAM Funds (UK)’s McDonald's MCD Stock Holding History

iSAM Funds (UK)’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	–	Sell	-14,147	Closed	-$4.32M	–	390
2025 Q4	$4.32M	Buy	+14,147	New	+$4.33M	1.55%	7
2025 Q3	–	Sell	-1,771	Closed	-$517K	–	742
2025 Q2	$517K	Buy	1,771 +649	+58%	+$200K	0.11%	266
2025 Q1	$350K	Buy	+1,122	New	+$336K	0.17%	199
2024 Q2	–	Sell	-7,022	Closed	-$1.98M	–	299
2024 Q1	$1.98M	Buy	+7,022	New	+$2.04M	1.13%	16
2023 Q1	–	Sell	-2,523	Closed	-$665K	–	189
2022 Q4	$665K	Buy	+2,523	New	+$666K	1.99%	10

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

iSAM Funds (UK)'s MCD Position: Q1 2026 in Review

iSAM Funds (UK) sold out of McDonald's (MCD) in Q1 2026, closing a stake of 14,147 shares — an estimated $4.32M sold.

iSAM Funds (UK) first reported a position in MCD in Q4 2022 and held it in 5 quarters. The position peaked at $4.32M in Q4 2025. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

iSAM Funds (UK) reported no remaining McDonald's position as of Q1 2026 after selling out during the quarter.
iSAM Funds (UK) sold 14,147 McDonald's shares in Q1 2026, an estimated $4.32M.
iSAM Funds (UK) first reported a position in McDonald's in Q4 2022 and held it in 5 quarters.
iSAM Funds (UK)'s McDonald's position peaked at $4.32M in Q4 2025.
3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on iSAM Funds (UK)'s 13F filing for Q1 2026, filed 13 May 2026.