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J. Stern & Co’s McDonald's MCD Stock Holding History

J. Stern & Co’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 		$2.9M Sell
9,337
-2,531,671
-100% -$807M 0.28% 25
2025
Q4 		$2.54B Buy
2,541,008
+2,515,515
+9,867% +$770M 0.22% 28
2025
Q3 		$7.75M Buy
25,493
+14,140
+125% +$4.3M 0.59% 26
2025
Q2 		$3.57M Sell
11,353
-728
-6% -$224K 0.31% 24
2025
Q1 		$3.77M Buy
12,081
+3,275
+37% +$980K 0.36% 22
2024
Q4 		$2.55M Buy
8,806
+1,223
+16% +$365K 0.24% 27
2024
Q3 		$2.31M Buy
+7,583
New +$2.09M 0.25% 24

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. Stern & Co's MCD Position: Q1 2026 in Review

J. Stern & Co reduced its McDonald's (MCD) stake by 100% in Q1 2026, selling an estimated $807M and leaving 9,337 shares worth $2.9M. The position accounts for 0.28% of the portfolio, ranked #25.

J. Stern & Co first reported a position in MCD in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.54B in Q4 2025. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • J. Stern & Co held 9,337 shares of McDonald's worth $2.9M as of Q1 2026.
  • J. Stern & Co sold 2,531,671 McDonald's shares in Q1 2026, an estimated $807M.
  • McDonald's made up 0.28% of J. Stern & Co's portfolio in Q1 2026, its #25 holding.
  • J. Stern & Co first reported a position in McDonald's in Q3 2024 and has held it in 7 quarters since.
  • J. Stern & Co's McDonald's position peaked at $2.54B in Q4 2025.
  • 3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on J. Stern & Co's 13F filing for Q1 2026, filed 15 May 2026.