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Kercheville Advisors’s McDonald's MCD Stock Holding History

Kercheville Advisors’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 		$1.58M Sell
5,094
-24
-0.5% -$7.65K 0.51% 40
2025
Q4 		$1.57M Sell
5,118
-70
-1% -$21.4K 0.41% 49
2025
Q3 		$1.58M Sell
5,188
-10
-0.2% -$3.04K 0.48% 39
2025
Q2 		$1.52M Sell
5,198
-1,700
-25% -$524K 0.52% 41
2025
Q1 		$2.15M Buy
6,898
+1,100
+19% +$329K 0.88% 29
2024
Q4 		$1.68M Sell
5,798
-255
-4% -$76K 0.65% 32
2024
Q3 		$1.84M Sell
6,053
-1,130
-16% -$311K 0.78% 30
2024
Q2 		$1.83M Sell
7,183
-1,899
-21% -$504K 0.79% 29
2024
Q1 		$2.56M Buy
9,082
+575
+7% +$167K 1.21% 24
2023
Q4 		$2.52M Sell
8,507
-215
-2% -$58.5K 1.42% 24
2023
Q3 		$2.3M Buy
8,722
+1,425
+20% +$406K 1.46% 22
2023
Q2 		$2.18M Buy
7,297
+25
+0.3% +$7.26K 1.32% 25
2023
Q1 		$2.03M Sell
7,272
-500
-6% -$134K 1.39% 25
2022
Q4 		$2.05M Sell
7,772
-20
-0.3% -$5.28K 1.41% 23
2022
Q3 		$1.8M Buy
7,792
+200
+3% +$51.1K 1.84% 17
2022
Q2 		$1.87M Buy
7,592
+1
+0% +$246 1.23% 23
2022
Q1 		$1.88M Sell
7,591
-1,520
-17% -$379K 0.89% 25
2021
Q4 		$2.44M Buy
9,111
+1,500
+20% +$379K 1.07% 24
2021
Q3 		$1.83M Hold
7,611
– – 0.87% 30
2021
Q2 		$1.76M Sell
7,611
-520
-6% -$121K 0.81% 36
2021
Q1 		$1.82M Sell
8,131
-290
-3% -$62K 0.91% 32
2020
Q4 		$1.8M Buy
+8,421
New +$1.83M 0.98% 29

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

Kercheville Advisors's MCD Position: Q1 2026 in Review

Kercheville Advisors reduced its McDonald's (MCD) stake by 0.47% in Q1 2026, selling an estimated $7.65K and leaving 5,094 shares worth $1.58M. The position accounts for 0.51% of the portfolio, ranked #40.

Kercheville Advisors first reported a position in MCD in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.56M in Q1 2024. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Kercheville Advisors held 5,094 shares of McDonald's worth $1.58M as of Q1 2026.
  • Kercheville Advisors sold 24 McDonald's shares in Q1 2026, an estimated $7.65K.
  • McDonald's made up 0.51% of Kercheville Advisors's portfolio in Q1 2026, its #40 holding.
  • Kercheville Advisors first reported a position in McDonald's in Q4 2020 and has held it in 22 quarters since.
  • Kercheville Advisors's McDonald's position peaked at $2.56M in Q1 2024.
  • 3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Kercheville Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.