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J. Safra Asset Management’s McDonald's MCD Stock Holding History

J. Safra Asset Management’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 		$928K Buy
2,985
+19
+0.6% +$6.05K 0.05% 109
2025
Q4 		$906K Buy
2,966
+1,240
+72% +$380K 0.05% 108
2025
Q3 		$525K Sell
1,726
-11
-0.6% -$3.35K 0.03% 118
2025
Q2 		$507K Buy
1,737
+109
+7% +$33.6K 0.04% 96
2025
Q1 		$509K Buy
1,628
+530
+48% +$159K 0.04% 75
2024
Q4 		$318K Buy
1,098
+486
+79% +$145K 0.03% 88
2024
Q3 		$186K Buy
612
+141
+30% +$38.9K 0.02% 79
2024
Q2 		$120K Buy
471
+309
+191% +$82K 0.01% 84
2024
Q1 		$45.7K Sell
162
-204
-56% -$59.3K 0.01% 92
2023
Q4 		$109K Sell
366
-75
-17% -$20.4K 0.02% 69
2023
Q3 		$116K Hold
441
– – 0.02% 64
2023
Q2 		$132K Hold
441
– – 0.02% 67
2023
Q1 		$123K Buy
+441
New +$118K 0.02% 69
2022
Q3 		– Sell
-64
Closed – – 74
2022
Q2 		$0 Sell
64
-1
-2% -$246 ﹤0.01% 94
2022
Q1 		$0 Buy
+65
New +$16.2K ﹤0.01% 98
2016
Q3 		– Sell
-293
Closed -$35K – 205
2016
Q2 		$35K Sell
293
-6,090
-95% -$763K 0.06% 124
2016
Q1 		$802K Sell
6,383
-623
-9% -$74.4K 0.65% 36
2015
Q4 		$828K Buy
+7,006
New +$783K 0.64% 33

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

J. Safra Asset Management's MCD Position: Q1 2026 in Review

J. Safra Asset Management increased its McDonald's (MCD) stake by 0.64% in Q1 2026, buying an estimated $6.05K and bringing the position to 2,985 shares worth $928K. The position accounts for 0.05% of the portfolio, ranked #109.

J. Safra Asset Management first reported a position in MCD in Q4 2015 and has held it in 18 quarters since. 3,564 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • J. Safra Asset Management held 2,985 shares of McDonald's worth $928K as of Q1 2026.
  • J. Safra Asset Management bought 19 McDonald's shares in Q1 2026, an estimated $6.05K.
  • McDonald's made up 0.05% of J. Safra Asset Management's portfolio in Q1 2026, its #109 holding.
  • J. Safra Asset Management first reported a position in McDonald's in Q4 2015 and has held it in 18 quarters since.
  • 3,564 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on J. Safra Asset Management's 13F filing for Q1 2026, filed 4 May 2026.