Kennedy Investment Group’s McDonald's MCD Stock Holding History

Kennedy Investment Group’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	$960K	Sell	3,087 -215	-7%	-$68.5K	0.38%	65
2025 Q4	$1.01M	Buy	3,302 +18	+0.5%	+$5.51K	0.38%	61
2025 Q3	$998K	Sell	3,284 -104	-3%	-$31.7K	0.4%	57
2025 Q2	$990K	Sell	3,388 -9	-0.3%	-$2.77K	0.42%	56
2025 Q1	$1.06M	Buy	3,397 +114	+3%	+$34.1K	0.49%	53
2024 Q4	$952K	Buy	3,283 +12	+0.4%	+$3.58K	0.43%	58
2024 Q3	$996K	Buy	3,271 +11	+0.3%	+$3.03K	0.46%	57
2024 Q2	$831K	Buy	3,260 +193	+6%	+$51.2K	0.42%	61
2024 Q1	$865K	Buy	3,067 +1,655	+117%	+$481K	0.46%	61
2023 Q4	$419K	Buy	1,412 +120	+9%	+$32.7K	0.23%	88
2023 Q3	$340K	Buy	1,292 +5	+0.4%	+$1.43K	0.2%	91
2023 Q2	$384K	Sell	1,287 -9	-0.7%	-$2.62K	0.22%	87
2023 Q1	$362K	Buy	1,296 +10	+0.8%	+$2.68K	0.22%	89
2022 Q4	$339K	Buy	+1,286	New	+$339K	0.22%	93

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

Kennedy Investment Group's MCD Position: Q1 2026 in Review

Kennedy Investment Group reduced its McDonald's (MCD) stake by 6.5% in Q1 2026, selling an estimated $68.5K and leaving 3,087 shares worth $960K. The position accounts for 0.38% of the portfolio, ranked #65.

Kennedy Investment Group first reported a position in MCD in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.06M in Q1 2025. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Kennedy Investment Group held 3,087 shares of McDonald's worth $960K as of Q1 2026.
Kennedy Investment Group sold 215 McDonald's shares in Q1 2026, an estimated $68.5K.
McDonald's made up 0.38% of Kennedy Investment Group's portfolio in Q1 2026, its #65 holding.
Kennedy Investment Group first reported a position in McDonald's in Q4 2022 and has held it in 14 quarters since.
Kennedy Investment Group's McDonald's position peaked at $1.06M in Q1 2025.
3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Kennedy Investment Group's 13F filing for Q1 2026, filed 22 Apr 2026.