KLCM Advisors’s McDonald's MCD Stock Holding History

KLCM 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	$2.21M	Sell	7,102 -46	-0.6%	-$14.7K	0.19%	74
2025 Q4	$2.18M	Buy	7,148 +3,697	+107%	+$1.13M	0.19%	73
2025 Q3	$1.05M	Buy	3,451 +769	+29%	+$234K	0.1%	90
2025 Q2	$784K	Sell	2,682 -1,971	-42%	-$608K	0.08%	97
2025 Q1	$1.45M	Buy	4,653 +969	+26%	+$290K	0.17%	67
2024 Q4	$1.07M	Buy	3,684 +665	+22%	+$198K	0.12%	77
2024 Q3	$919K	Buy	3,019 +19	+0.6%	+$5.24K	0.11%	82
2024 Q2	$764K	Sell	3,000 -550	-15%	-$146K	0.09%	84
2024 Q1	$1M	Sell	3,550 -210	-6%	-$61.1K	0.13%	74
2023 Q4	$1.11M	Sell	3,760 -325	-8%	-$88.5K	0.17%	62
2023 Q3	$1.08M	Buy	4,085 +275	+7%	+$78.4K	0.2%	59
2023 Q2	$1.14M	Buy	3,810 +204	+6%	+$59.3K	0.22%	57
2023 Q1	$1.01M	Sell	3,606 -512	-12%	-$137K	0.2%	58
2022 Q4	$1.09M	Sell	4,118 -2	-0%	-$528	0.22%	55
2022 Q3	$951K	Sell	4,120 -95	-2%	-$24.3K	0.22%	56
2022 Q2	$1.04M	Sell	4,215 -90	-2%	-$22.2K	0.23%	54
2022 Q1	$1.06M	Buy	4,305 +500	+13%	+$125K	0.23%	50
2021 Q4	$1.02M	Hold	3,805	–	–	0.22%	50
2021 Q3	$917K	Hold	3,805	–	–	0.2%	53
2021 Q2	$879K	Buy	3,805 +28	+0.7%	+$6.52K	0.19%	50
2021 Q1	$847K	Hold	3,777	–	–	0.19%	52
2020 Q4	$811K	Sell	3,777 -152	-4%	-$33.1K	0.2%	53
2020 Q3	$862K	Sell	3,929 -283	-7%	-$58.1K	0.25%	51
2020 Q2	$777K	Hold	4,212	–	–	0.22%	53
2020 Q1	$696K	Buy	4,212 +6	+0.1%	+$1.18K	0.22%	52
2019 Q4	$831K	Sell	4,206 -116	-3%	-$23K	0.18%	49
2019 Q3	$928K	Hold	4,322	–	–	0.24%	42
2019 Q2	$898K	Sell	4,322 -267	-6%	-$52.9K	0.22%	44
2019 Q1	$871K	Buy	4,589 +86	+2%	+$15.6K	0.21%	46
2018 Q4	$800K	Hold	4,503	–	–	0.23%	47
2018 Q3	$753K	Buy	4,503 +44	+1%	+$7.05K	0.19%	49
2018 Q2	$699K	Buy	4,459 +263	+6%	+$42.6K	0.18%	46
2018 Q1	$656K	Buy	4,196 +100	+2%	+$16.5K	0.18%	44
2017 Q4	$705K	Buy	4,096 +400	+11%	+$67.2K	0.17%	46
2017 Q3	$579K	Buy	3,696 +208	+6%	+$32.6K	0.15%	49
2017 Q2	$534K	Sell	3,488 -75	-2%	-$10.8K	0.15%	48
2017 Q1	$462K	Sell	3,563 -69	-2%	-$8.66K	0.13%	45
2016 Q4	$442K	Buy	3,632 +660	+22%	+$77.4K	0.13%	46
2016 Q3	$343K	Sell	2,972 -425	-13%	-$50.4K	0.11%	56
2016 Q2	$409K	Buy	3,397 +325	+11%	+$40.7K	0.14%	50
2016 Q1	$386K	Buy	3,072 +700	+30%	+$83.7K	0.13%	50
2015 Q4	$280K	Sell	2,372 -450	-16%	-$50.3K	0.1%	51
2015 Q3	$278K	Sell	2,822 -4,931	-64%	-$480K	0.1%	50
2015 Q2	$737K	Buy	7,753 +2,631	+51%	+$254K	0.19%	37
2015 Q1	$499K	Hold	5,122	–	–	0.14%	43
2014 Q4	$480K	Sell	5,122 -2,150	-30%	-$201K	0.12%	44
2014 Q3	$689K	Sell	7,272 -2,189	-23%	-$209K	0.18%	35
2014 Q2	$953K	Hold	9,461	–	–	0.22%	33
2014 Q1	$927K	Buy	9,461 +39	+0.4%	+$3.73K	0.25%	31
2013 Q4	$914K	Hold	9,422	–	–	0.25%	31
2013 Q3	$906K	Hold	9,422	–	–	0.26%	31
2013 Q2	$933K	Buy	+9,422	New	+$944K	0.29%	30

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 $147M AUM 25.76% 1-Year Est. Return

KLCM Advisors's MCD Position: Q1 2026 in Review

KLCM Advisors reduced its McDonald's (MCD) stake by 0.64% in Q1 2026, selling an estimated $14.7K and leaving 7,102 shares worth $2.21M. The position accounts for 0.19% of the portfolio, ranked #74.

KLCM Advisors first reported a position in MCD in Q2 2013 and has held it in 52 quarters since. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

KLCM Advisors held 7,102 shares of McDonald's worth $2.21M as of Q1 2026.
KLCM Advisors sold 46 McDonald's shares in Q1 2026, an estimated $14.7K.
McDonald's made up 0.19% of KLCM Advisors's portfolio in Q1 2026, its #74 holding.
KLCM Advisors first reported a position in McDonald's in Q2 2013 and has held it in 52 quarters since.
3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on KLCM Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.