Knollwood Investment Advisory’s McDonald's MCD Stock Holding History

Knollwood Investment Advisory’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	$225K	Hold	725	–	–	0.02%	292
2025 Q4	$222K	Hold	725	–	–	0.02%	314
2025 Q3	$220K	Hold	725	–	–	0.02%	340
2025 Q2	$212K	Hold	725	–	–	0.02%	346
2025 Q1	$226K	Hold	725	–	–	0.03%	341
2024 Q4	$210K	Hold	725	–	–	0.02%	348
2024 Q3	$221K	Buy	+725	New	+$200K	0.02%	345

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

Knollwood Investment Advisory's MCD Position: Q1 2026 in Review

Knollwood Investment Advisory held its McDonald's (MCD) position steady in Q1 2026 at 725 shares worth $225K. The position accounts for 0.02% of the portfolio, ranked #292.

Knollwood Investment Advisory first reported a position in MCD in Q3 2024 and has held it in 7 quarters since. The position peaked at $226K in Q1 2025. 3,566 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Knollwood Investment Advisory held 725 shares of McDonald's worth $225K as of Q1 2026.
Knollwood Investment Advisory left its McDonald's share count unchanged in Q1 2026.
McDonald's made up 0.02% of Knollwood Investment Advisory's portfolio in Q1 2026, its #292 holding.
Knollwood Investment Advisory first reported a position in McDonald's in Q3 2024 and has held it in 7 quarters since.
Knollwood Investment Advisory's McDonald's position peaked at $226K in Q1 2025.
3,566 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Knollwood Investment Advisory's 13F filing for Q1 2026, filed 14 May 2026.