Jay A. Fishman Ltd’s McDonald's MCD Stock Holding History

Jay A. Fishman Ltd’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	-1,608	Closed	-$491K	–	82
2025 Q4	$491K	Hold	1,608	–	–	0.04%	65
2025 Q3	$489K	Sell	1,608 -180	-10%	-$54.8K	0.04%	65
2025 Q2	$522K	Sell	1,788 -320	-15%	-$98.7K	0.05%	64
2025 Q1	$658K	Sell	2,108 -4,845	-70%	-$1.45M	0.07%	56
2024 Q4	$2.02M	Buy	6,953 +43	+0.6%	+$12.8K	0.19%	39
2024 Q3	$2.1M	Sell	6,910 -1,700	-20%	-$469K	0.21%	38
2024 Q2	$2.19M	Buy	8,610 +550	+7%	+$146K	0.23%	35
2024 Q1	$2.27M	Sell	8,060 -229	-3%	-$66.6K	0.25%	34
2023 Q4	$2.46M	Buy	8,289 +425	+5%	+$116K	0.28%	32
2023 Q3	$2.07M	Hold	7,864	–	–	0.26%	33
2023 Q2	$2.35M	Hold	7,864	–	–	0.28%	33
2023 Q1	$2.2M	Buy	7,864 +15	+0.2%	+$4.02K	0.28%	34
2022 Q4	$2.07M	Hold	7,849	–	–	0.29%	35
2022 Q3	$1.81M	Hold	7,849	–	–	0.26%	36
2022 Q2	$1.94M	Buy	7,849 +75	+1%	+$18.5K	0.26%	35
2022 Q1	$1.92M	Buy	7,774 +6,100	+364%	+$1.52M	0.21%	42
2021 Q4	$449K	Buy	+1,674	New	+$423K	0.05%	76

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

Jay A. Fishman Ltd's MCD Position: Q1 2026 in Review

Jay A. Fishman Ltd sold out of McDonald's (MCD) in Q1 2026, closing a stake of 1,608 shares — an estimated $491K sold.

Jay A. Fishman Ltd first reported a position in MCD in Q4 2021 and held it in 17 quarters. The position peaked at $2.46M in Q4 2023. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Jay A. Fishman Ltd reported no remaining McDonald's position as of Q1 2026 after selling out during the quarter.
Jay A. Fishman Ltd sold 1,608 McDonald's shares in Q1 2026, an estimated $491K.
Jay A. Fishman Ltd first reported a position in McDonald's in Q4 2021 and held it in 17 quarters.
Jay A. Fishman Ltd's McDonald's position peaked at $2.46M in Q4 2023.
3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Jay A. Fishman Ltd's 13F filing for Q1 2026, filed 29 Apr 2026.