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L.J. Altfest & Co’s McDonald's MCD Stock Holding History

L.J. Altfest & Co’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 		$789K Buy
2,540
+925
+57% +$295K 0.08% 169
2025
Q4 		$494K Buy
1,615
+86
+6% +$26.3K 0.05% 229
2025
Q3 		$465K Sell
1,529
-69
-4% -$21K 0.05% 237
2025
Q2 		$467K Sell
1,598
-11
-0.7% -$3.39K 0.06% 230
2025
Q1 		$502K Buy
1,609
+52
+3% +$15.6K 0.06% 213
2024
Q4 		$451K Buy
1,557
+11
+0.7% +$3.28K 0.06% 226
2024
Q3 		$471K Buy
1,546
+231
+18% +$63.7K 0.06% 217
2024
Q2 		$335K Buy
1,315
+3
+0.2% +$796 0.05% 244
2024
Q1 		$370K Sell
1,312
-44
-3% -$12.8K 0.05% 229
2023
Q4 		$402K Buy
1,356
+54
+4% +$14.7K 0.06% 212
2023
Q3 		$343K Sell
1,302
-3
-0.2% -$856 0.05% 220
2023
Q2 		$390K Sell
1,305
-4
-0.3% -$1.16K 0.06% 209
2023
Q1 		$366K Sell
1,309
-3
-0.2% -$804 0.06% 202
2022
Q4 		$346K Sell
1,312
-131
-9% -$34.6K 0.06% 198
2022
Q3 		$333K Buy
1,443
+50
+4% +$12.8K 0.06% 192
2022
Q2 		$344K Sell
1,393
-6
-0.4% -$1.48K 0.06% 184
2022
Q1 		$346K Sell
1,399
-151
-10% -$37.6K 0.06% 191
2021
Q4 		$415K Buy
1,550
+87
+6% +$22K 0.08% 172
2021
Q3 		$353K Sell
1,463
-99
-6% -$23.6K 0.07% 181
2021
Q2 		$361K Sell
1,562
-2
-0.1% -$465 0.08% 185
2021
Q1 		$350K Sell
1,564
-16
-1% -$3.42K 0.08% 187
2020
Q4 		$339K Sell
1,580
-17
-1% -$3.7K 0.08% 183
2020
Q3 		$351K Sell
1,597
-195
-11% -$40K 0.09% 153
2020
Q2 		$331K Sell
1,792
-855
-32% -$157K 0.1% 154
2020
Q1 		$438K Buy
2,647
+628
+31% +$124K 0.14% 108
2019
Q4 		$399K Sell
2,019
-152
-7% -$30.2K 0.1% 125
2019
Q3 		$466K Sell
2,171
-6
-0.3% -$1.29K 0.12% 106
2019
Q2 		$452K Buy
2,177
+64
+3% +$12.7K 0.12% 108
2019
Q1 		$401K Sell
2,113
-3,588
-63% -$651K 0.1% 119
2018
Q4 		$1.01M Sell
5,701
-67
-1% -$11.9K 0.28% 53
2018
Q3 		$965K Sell
5,768
-134
-2% -$21.5K 0.28% 66
2018
Q2 		$925K Sell
5,902
-1,920
-25% -$311K 0.34% 61
2018
Q1 		$1.22M Sell
7,822
-78
-1% -$12.8K 0.53% 45
2017
Q4 		$1.36M Sell
7,900
-38
-0.5% -$6.38K 0.52% 46
2017
Q3 		$1.24M Sell
7,938
-216
-3% -$33.9K 0.6% 45
2017
Q2 		$1.25M Sell
8,154
-4,614
-36% -$667K 0.75% 43
2017
Q1 		$1.66M Sell
12,768
-90
-0.7% -$11.3K 0.66% 36
2016
Q4 		$1.56M Sell
12,858
-142
-1% -$16.6K 0.78% 36
2016
Q3 		$1.5M Buy
13,000
+2
+0% +$237 1% 36
2016
Q2 		$1.56M Sell
12,998
-3,146
-19% -$394K 1.09% 32
2016
Q1 		$2.03M Sell
16,144
-313
-2% -$37.4K 2.09% 14
2015
Q4 		$1.94M Sell
16,457
-222
-1% -$24.8K 1.9% 13
2015
Q3 		$1.64M Sell
16,679
-148
-0.9% -$14.4K 1.62% 16
2015
Q2 		$1.6M Buy
16,827
+120
+0.7% +$11.6K 1.47% 23
2015
Q1 		$1.63M Buy
16,707
+2,891
+21% +$274K 1.52% 24
2014
Q4 		$1.29M Buy
13,816
+73
+0.5% +$6.83K 1.06% 40
2014
Q3 		$1.3M Sell
13,743
-13
-0.1% -$1.24K 1.28% 37
2014
Q2 		$1.38M Sell
13,756
-105
-0.8% -$10.6K 1.36% 35
2014
Q1 		$1.38M Buy
13,861
+425
+3% +$40.6K 1.28% 28
2013
Q4 		$1.3M Buy
+13,436
New +$1.29M 1.11% 35

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

L.J. Altfest & Co's MCD Position: Q1 2026 in Review

L.J. Altfest & Co increased its McDonald's (MCD) stake by 57% in Q1 2026, buying an estimated $295K and bringing the position to 2,540 shares worth $789K. The position accounts for 0.08% of the portfolio, ranked #169.

L.J. Altfest & Co first reported a position in MCD in Q4 2013 and has held it in 50 quarters since. The position peaked at $2.03M in Q1 2016. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • L.J. Altfest & Co held 2,540 shares of McDonald's worth $789K as of Q1 2026.
  • L.J. Altfest & Co bought 925 McDonald's shares in Q1 2026, an estimated $295K.
  • McDonald's made up 0.08% of L.J. Altfest & Co's portfolio in Q1 2026, its #169 holding.
  • L.J. Altfest & Co first reported a position in McDonald's in Q4 2013 and has held it in 50 quarters since.
  • L.J. Altfest & Co's McDonald's position peaked at $2.03M in Q1 2016.
  • 3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on L.J. Altfest & Co's 13F filing for Q1 2026, filed 28 Apr 2026.