Kanawha Capital Management’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $25.1M | Sell |
80,792
-1,381
| -2% | -$440K | 1.77% | 15 |
|
|
2025
Q4 | $25.1M | Sell |
82,173
-90
| -0.1% | -$27.6K | 1.73% | 15 |
|
|
2025
Q3 | $25M | Sell |
82,263
-454
| -0.5% | -$138K | 1.73% | 15 |
|
|
2025
Q2 | $24.2M | Sell |
82,717
-6,288
| -7% | -$1.94M | 1.79% | 14 |
|
|
2025
Q1 | $27.8M | Buy |
89,005
+957
| +1% | +$286K | 2.16% | 11 |
|
|
2024
Q4 | $25.5M | Sell |
88,048
-990
| -1% | -$295K | 2% | 12 |
|
|
2024
Q3 | $27.1M | Sell |
89,038
-1,767
| -2% | -$487K | 1.97% | 11 |
|
|
2024
Q2 | $23.1M | Buy |
90,805
+1,639
| +2% | +$435K | 1.81% | 14 |
|
|
2024
Q1 | $25.1M | Buy |
89,166
+3,176
| +4% | +$924K | 2.01% | 11 |
|
|
2023
Q4 | $25.5M | Sell |
85,990
-934
| -1% | -$254K | 2.34% | 7 |
|
|
2023
Q3 | $22.9M | Buy |
86,924
+905
| +1% | +$258K | 2.22% | 8 |
|
|
2023
Q2 | $25.7M | Buy |
86,019
+22
| +0% | +$6.39K | 2.36% | 7 |
|
|
2023
Q1 | $24M | Buy |
85,997
+274
| +0.3% | +$73.4K | 2.3% | 8 |
|
|
2022
Q4 | $22.6M | Buy |
85,723
+585
| +0.7% | +$154K | 2.22% | 9 |
|
|
2022
Q3 | $19.6M | Sell |
85,138
-947
| -1% | -$242K | 2.14% | 9 |
|
|
2022
Q2 | $21.3M | Sell |
86,085
-219
| -0.3% | -$53.9K | 2.15% | 9 |
|
|
2022
Q1 | $21.3M | Buy |
86,304
+590
| +0.7% | +$147K | 1.87% | 14 |
|
|
2021
Q4 | $23M | Sell |
85,714
-758
| -0.9% | -$191K | 1.94% | 11 |
|
|
2021
Q3 | $20.8M | Buy |
86,472
+336
| +0.4% | +$80.2K | 1.93% | 13 |
|
|
2021
Q2 | $19.9M | Sell |
86,136
-215
| -0.2% | -$50K | 1.82% | 14 |
|
|
2021
Q1 | $19.4M | Sell |
86,351
-828
| -0.9% | -$177K | 1.88% | 15 |
|
|
2020
Q4 | $18.7M | Buy |
87,179
+191
| +0.2% | +$41.5K | 1.92% | 12 |
|
|
2020
Q3 | $19.1M | Sell |
86,988
-417
| -0.5% | -$85.6K | 2.2% | 8 |
|
|
2020
Q2 | $16.1M | Buy |
87,405
+485
| +0.6% | +$88.9K | 2% | 12 |
|
|
2020
Q1 | $14.4M | Buy |
86,920
+1,757
| +2% | +$346K | 2.1% | 11 |
|
|
2019
Q4 | $16.8M | Buy |
85,163
+3,047
| +4% | +$604K | 1.96% | 12 |
|
|
2019
Q3 | $17.6M | Buy |
82,116
+689
| +0.8% | +$148K | 2.29% | 9 |
|
|
2019
Q2 | $16.9M | Sell |
81,427
-90
| -0.1% | -$17.8K | 2.26% | 9 |
|
|
2019
Q1 | $15.5M | Sell |
81,517
-592
| -0.7% | -$107K | 2.17% | 11 |
|
|
2018
Q4 | $14.6M | Sell |
82,109
-422
| -0.5% | -$74.8K | 2.28% | 9 |
|
|
2018
Q3 | $13.8M | Buy |
82,531
+589
| +0.7% | +$94.4K | 1.92% | 15 |
|
|
2018
Q2 | $12.8M | Sell |
81,942
-624
| -0.8% | -$101K | 1.91% | 17 |
|
|
2018
Q1 | $12.9M | Sell |
82,566
-256
| -0.3% | -$42.1K | 1.95% | 16 |
|
|
2017
Q4 | $14.3M | Sell |
82,822
-345
| -0.4% | -$57.9K | 2.09% | 12 |
|
|
2017
Q3 | $13M | Sell |
83,167
-1,480
| -2% | -$232K | 1.99% | 11 |
|
|
2017
Q2 | $13M | Sell |
84,647
-4
| -0% | -$578 | 2.02% | 9 |
|
|
2017
Q1 | $11M | Buy |
84,651
+574
| +0.7% | +$72K | 1.75% | 20 |
|
|
2016
Q4 | $10.2M | Sell |
84,077
-4,149
| -5% | -$486K | 1.72% | 21 |
|
|
2016
Q3 | $10.2M | Sell |
88,226
-31
| -0% | -$3.67K | 1.71% | 19 |
|
|
2016
Q2 | $10.6M | Sell |
88,257
-1,102
| -1% | -$138K | 1.78% | 15 |
|
|
2016
Q1 | $11.2M | Buy |
89,359
+1,882
| +2% | +$225K | 1.93% | 10 |
|
|
2015
Q4 | $10.3M | Sell |
87,477
-282
| -0.3% | -$31.5K | 1.86% | 14 |
|
|
2015
Q3 | $8.65M | Buy |
87,759
+48
| +0.1% | +$4.68K | 1.67% | 20 |
|
|
2015
Q2 | $8.34M | Sell |
87,711
-3,981
| -4% | -$385K | 1.47% | 24 |
|
|
2015
Q1 | $8.93M | Sell |
91,692
-140
| -0.2% | -$13.3K | 1.56% | 23 |
|
|
2014
Q4 | $8.61M | Sell |
91,832
-345
| -0.4% | -$32.3K | 1.5% | 24 |
|
|
2014
Q3 | $8.74M | Buy |
92,177
+337
| +0.4% | +$32.1K | 1.6% | 21 |
|
|
2014
Q2 | $9.25M | Sell |
91,840
-1,660
| -2% | -$168K | 1.7% | 19 |
|
|
2014
Q1 | $9.17M | Sell |
93,500
-1,295
| -1% | -$124K | 1.73% | 14 |
|
|
2013
Q4 | $9.2M | Buy |
94,795
+718
| +0.8% | +$69K | 1.75% | 13 |
|
|
2013
Q3 | $9.05M | Buy |
94,077
+1,496
| +2% | +$146K | 1.87% | 11 |
|
|
2013
Q2 | $9.17M | Buy |
+92,581
| New | +$9.27M | 2.01% | 10 |
|
Other funds holding MCD
VCM
VPM
DAM
Kanawha Capital Management's MCD Position: Q1 2026 in Review
Kanawha Capital Management reduced its McDonald's (MCD) stake by 1.7% in Q1 2026, selling an estimated $440K and leaving 80,792 shares worth $25.1M. The position accounts for 1.77% of the portfolio, ranked #15.
Kanawha Capital Management first reported a position in MCD in Q2 2013 and has held it in 52 quarters since. The position peaked at $27.8M in Q1 2025. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.
- Kanawha Capital Management held 80,792 shares of McDonald's worth $25.1M as of Q1 2026.
- Kanawha Capital Management sold 1,381 McDonald's shares in Q1 2026, an estimated $440K.
- McDonald's made up 1.77% of Kanawha Capital Management's portfolio in Q1 2026, its #15 holding.
- Kanawha Capital Management first reported a position in McDonald's in Q2 2013 and has held it in 52 quarters since.
- Kanawha Capital Management's McDonald's position peaked at $27.8M in Q1 2025.
- 3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.
Based on Kanawha Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.