JCM
MCD icon

Jacobsen Capital Management’s McDonald's MCD Stock Holding History

Jacobsen Capital 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 		$394K Buy
1,267
+36
+3% +$11.5K 0.13% 68
2025
Q4 		$376K Sell
1,231
-28
-2% -$8.58K 0.12% 68
2025
Q3 		$383K Buy
1,259
+39
+3% +$11.9K 0.13% 67
2025
Q2 		$356K Buy
1,220
+142
+13% +$43.8K 0.13% 64
2025
Q1 		$337K Buy
1,078
+107
+11% +$32K 0.15% 63
2024
Q4 		$281K Buy
971
+7
+0.7% +$2.09K 0.12% 70
2024
Q3 		$294K Sell
964
-42
-4% -$11.6K 0.12% 69
2024
Q2 		$256K Buy
1,006
+198
+25% +$52.5K 0.11% 73
2024
Q1 		$228K Buy
808
+36
+5% +$10.5K 0.11% 82
2023
Q4 		$229K Sell
772
-66
-8% -$18K 0.12% 75
2023
Q3 		$221K Sell
838
-224
-21% -$63.9K 0.12% 66
2023
Q2 		$317K Buy
1,062
+345
+48% +$100K 0.16% 54
2023
Q1 		$200K Buy
+717
New +$192K 0.11% 69

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

Jacobsen Capital Management's MCD Position: Q1 2026 in Review

Jacobsen Capital Management increased its McDonald's (MCD) stake by 2.9% in Q1 2026, buying an estimated $11.5K and bringing the position to 1,267 shares worth $394K. The position accounts for 0.13% of the portfolio, ranked #68.

Jacobsen Capital Management first reported a position in MCD in Q1 2023 and has held it in 13 quarters since. 3,564 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Jacobsen Capital Management held 1,267 shares of McDonald's worth $394K as of Q1 2026.
  • Jacobsen Capital Management bought 36 McDonald's shares in Q1 2026, an estimated $11.5K.
  • McDonald's made up 0.13% of Jacobsen Capital Management's portfolio in Q1 2026, its #68 holding.
  • Jacobsen Capital Management first reported a position in McDonald's in Q1 2023 and has held it in 13 quarters since.
  • 3,564 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Jacobsen Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.