Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s McDonald's MCD Stock Holding History

Kovitz Investment Group Partners’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 		$1.46M Sell
4,688
-180
-4% -$57.3K 0.03% 269
2025
Q4 		$1.49M Sell
4,868
-46,714
-91% -$14.3M 0.03% 273
2025
Q3 		$15.7M Sell
51,582
-22,761
-31% -$6.93M 0.06% 250
2025
Q2 		$21.7M Buy
74,343
+1,204
+2% +$371K 0.09% 190
2025
Q1 		$22.8M Sell
73,139
-17,480
-19% -$5.23M 0.11% 154
2024
Q4 		$26.3M Sell
90,619
-2,714
-3% -$809K 0.13% 144
2024
Q3 		$22.1M Buy
93,333
+45,005
+93% +$12.4M 0.16% 121
2024
Q2 		$12.3M Buy
48,328
+12,535
+35% +$3.33M 0.11% 140
2024
Q1 		$10.1M Buy
35,793
+29,806
+498% +$8.67M 0.13% 116
2023
Q4 		$1.78M Buy
5,987
+249
+4% +$67.8K 0.03% 241
2023
Q3 		$1.51M Sell
5,738
-607
-10% -$173K 0.03% 247
2023
Q2 		$1.89M Sell
6,345
-11,909
-65% -$3.46M 0.03% 244
2023
Q1 		$5.1M Buy
18,254
+187
+1% +$50.1K 0.09% 148
2022
Q4 		$4.76M Sell
18,067
-6,443
-26% -$1.7M 0.09% 163
2022
Q3 		$5.66M Sell
24,510
-1,896
-7% -$485K 0.13% 117
2022
Q2 		$6.52M Sell
26,406
-935
-3% -$230K 0.14% 109
2022
Q1 		$6.76M Buy
27,341
+3,390
+14% +$844K 0.13% 120
2021
Q4 		$5.14M Sell
23,951
-4,966
-17% -$1.25M 0.12% 120
2021
Q3 		$6.97M Sell
28,917
-2,333
-7% -$557K 0.14% 107
2021
Q2 		$7.22M Buy
31,250
+7,628
+32% +$1.78M 0.14% 108
2021
Q1 		$5.29M Sell
23,622
-329
-1% -$70.4K 0.12% 127
2020
Q4 		$5.14M Sell
23,951
-410
-2% -$89.2K 0.13% 115
2020
Q3 		$5.35M Sell
24,361
-694
-3% -$142K 0.15% 105
2020
Q2 		$4.62M Buy
25,055
+2,882
+13% +$528K 0.14% 107
2020
Q1 		$3.67M Buy
22,173
+7,760
+54% +$1.53M 0.13% 117
2019
Q4 		$2.85M Sell
14,413
-58
-0.4% -$11.5K 0.08% 165
2019
Q3 		$3.11M Sell
14,471
-2,993
-17% -$642K 0.1% 151
2019
Q2 		$3.63M Sell
17,464
-1,788
-9% -$354K 0.11% 136
2019
Q1 		$3.66M Sell
19,252
-1,112
-5% -$202K 0.12% 134
2018
Q4 		$3.62M Sell
20,364
-2,170
-10% -$385K 0.14% 110
2018
Q3 		$3.77M Buy
22,534
+25
+0.1% +$4.01K 0.17% 46
2018
Q2 		$3.53M Sell
22,509
-905
-4% -$147K 0.16% 46
2018
Q1 		$3.66M Sell
23,414
-2,340
-9% -$385K 0.18% 46
2017
Q4 		$4.43K Sell
25,754
-700
-3% -$118K 0.19% 44
2017
Q3 		$4.14M Sell
26,454
-644
-2% -$101K 0.21% 41
2017
Q2 		$4.15M Sell
27,098
-2,019
-7% -$292K 0.22% 41
2017
Q1 		$3.77M Sell
29,117
-950
-3% -$119K 0.21% 46
2016
Q4 		$3.66M Buy
30,067
+819
+3% +$96K 0.21% 41
2016
Q3 		$3.37M Sell
29,248
-250
-0.8% -$29.6K 0.21% 53
2016
Q2 		$3.55M Sell
29,498
-1,464
-5% -$183K 0.25% 51
2016
Q1 		$3.89M Buy
+30,962
New +$3.7M 0.23% 49

Other funds holding MCD

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $147M AUM 25.76% 1-Year Est. Return

Kovitz Investment Group Partners's MCD Position: Q1 2026 in Review

Kovitz Investment Group Partners reduced its McDonald's (MCD) stake by 3.7% in Q1 2026, selling an estimated $57.3K and leaving 4,688 shares worth $1.46M. The position accounts for 0.03% of the portfolio, ranked #269.

Kovitz Investment Group Partners first reported a position in MCD in Q1 2016 and has held it in 41 quarters since. The position peaked at $26.3M in Q4 2024. 3,575 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Kovitz Investment Group Partners held 4,688 shares of McDonald's worth $1.46M as of Q1 2026.
  • Kovitz Investment Group Partners sold 180 McDonald's shares in Q1 2026, an estimated $57.3K.
  • McDonald's made up 0.03% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #269 holding.
  • Kovitz Investment Group Partners first reported a position in McDonald's in Q1 2016 and has held it in 41 quarters since.
  • Kovitz Investment Group Partners's McDonald's position peaked at $26.3M in Q4 2024.
  • 3,575 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.