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Leavell Investment Management’s McDonald's MCD Stock Holding History

Leavell Investment Management’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 		$11.9M Sell
38,198
-794
-2% -$253K 0.49% 43
2025
Q4 		$11.9M Buy
38,992
+437
+1% +$134K 0.5% 43
2025
Q3 		$11.7M Sell
38,555
-1,569
-4% -$478K 0.49% 41
2025
Q2 		$11.7M Buy
40,124
+802
+2% +$247K 0.53% 41
2025
Q1 		$12.3M Buy
39,322
+25
+0.1% +$7.48K 0.61% 36
2024
Q4 		$11.4M Sell
39,297
-184
-0.5% -$54.9K 0.56% 40
2024
Q3 		$12M Buy
39,481
+3,350
+9% +$923K 0.6% 39
2024
Q2 		$9.21M Buy
36,131
+373
+1% +$99K 0.51% 51
2024
Q1 		$10.1M Sell
35,758
-1,796
-5% -$522K 0.58% 44
2023
Q4 		$11.1M Buy
37,554
+304
+0.8% +$82.7K 0.71% 33
2023
Q3 		$9.81M Buy
37,250
+999
+3% +$285K 0.69% 40
2023
Q2 		$10.8M Sell
36,251
-551
-1% -$160K 0.73% 33
2023
Q1 		$10.3M Sell
36,802
-2,445
-6% -$655K 0.73% 38
2022
Q4 		$10.3M Sell
39,247
-337
-0.9% -$88.9K 0.78% 39
2022
Q3 		$9.13M Buy
39,584
+404
+1% +$103K 0.72% 44
2022
Q2 		$9.67M Buy
39,180
+64
+0.2% +$15.8K 0.74% 39
2022
Q1 		$9.67M Buy
39,116
+43
+0.1% +$10.7K 0.66% 44
2021
Q4 		$10.5M Buy
39,073
+212
+0.5% +$53.5K 0.7% 41
2021
Q3 		$9.37M Buy
38,861
+857
+2% +$205K 0.7% 42
2021
Q2 		$8.52M Hold
38,004
– – 0.69% 40
2021
Q1 		$8.52M Buy
38,004
+183
+0.5% +$39.1K 0.69% 40
2020
Q4 		$8.12M Sell
37,821
-294
-0.8% -$63.9K 0.7% 41
2020
Q3 		$8.37M Buy
38,115
+226
+0.6% +$46.4K 0.73% 40
2020
Q2 		$6.99M Buy
37,889
+353
+0.9% +$64.7K 0.68% 42
2020
Q1 		$6.21M Sell
37,536
-531
-1% -$105K 0.72% 36
2019
Q4 		$7.52M Sell
38,067
-170
-0.4% -$33.7K 0.7% 36
2019
Q3 		$8.21M Buy
38,237
+271
+0.7% +$58.1K 0.84% 30
2019
Q2 		$7.88M Sell
37,966
-275
-0.7% -$54.5K 0.83% 29
2019
Q1 		$7.26M Sell
38,241
-395
-1% -$71.7K 0.81% 29
2018
Q4 		$6.86M Buy
38,636
+64
+0.2% +$11.3K 0.86% 25
2018
Q3 		$6.45M Buy
38,572
+223
+0.6% +$35.7K 0.69% 34
2018
Q2 		$6.01M Buy
38,349
+295
+0.8% +$47.8K 0.68% 37
2018
Q1 		$5.95M Sell
38,054
-965
-2% -$159K 0.69% 34
2017
Q4 		$6.72M Buy
39,019
+150
+0.4% +$25.2K 0.79% 30
2017
Q3 		$6.09M Hold
38,869
– – 0.75% 34
2017
Q2 		$5.95M Buy
38,869
+150
+0.4% +$21.7K 0.75% 31
2017
Q1 		$5.02M Buy
38,719
+920
+2% +$115K 0.64% 39
2016
Q4 		$4.6M Buy
37,799
+531
+1% +$62.3K 0.63% 36
2016
Q3 		$4.3M Sell
37,268
-291
-0.8% -$34.5K 0.63% 41
2016
Q2 		$4.52M Sell
37,559
-51
-0.1% -$6.39K 0.67% 38
2016
Q1 		$4.73M Sell
37,610
-200
-0.5% -$23.9K 0.71% 31
2015
Q4 		$4.47M Buy
37,810
+1,800
+5% +$201K 0.65% 30
2015
Q3 		$3.55M Sell
36,010
-125
-0.3% -$12.2K 0.56% 44
2015
Q2 		$3.44M Sell
36,135
-2,700
-7% -$261K 0.53% 47
2015
Q1 		$3.78M Buy
38,835
+200
+0.5% +$19K 0.57% 39
2014
Q4 		$3.62M Sell
38,635
-49
-0.1% -$4.59K 0.56% 41
2014
Q3 		$3.67M Sell
38,684
-125
-0.3% -$11.9K 0.58% 43
2014
Q2 		$3.91M Buy
38,809
+946
+2% +$95.5K 0.62% 37
2014
Q1 		$3.71M Sell
37,863
-2,532
-6% -$242K 0.62% 36
2013
Q4 		$3.92M Sell
40,395
-900
-2% -$86.5K 0.66% 35
2013
Q3 		$3.97M Buy
41,295
+750
+2% +$73.2K 0.71% 33
2013
Q2 		$4.01M Buy
+40,545
New +$4.06M 0.75% 34

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

Leavell Investment Management's MCD Position: Q1 2026 in Review

Leavell Investment Management reduced its McDonald's (MCD) stake by 2% in Q1 2026, selling an estimated $253K and leaving 38,198 shares worth $11.9M. The position accounts for 0.49% of the portfolio, ranked #43.

Leavell Investment Management first reported a position in MCD in Q2 2013 and has held it in 52 quarters since. The position peaked at $12.3M in Q1 2025. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Leavell Investment Management held 38,198 shares of McDonald's worth $11.9M as of Q1 2026.
  • Leavell Investment Management sold 794 McDonald's shares in Q1 2026, an estimated $253K.
  • McDonald's made up 0.49% of Leavell Investment Management's portfolio in Q1 2026, its #43 holding.
  • Leavell Investment Management first reported a position in McDonald's in Q2 2013 and has held it in 52 quarters since.
  • Leavell Investment Management's McDonald's position peaked at $12.3M in Q1 2025.
  • 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Leavell Investment Management's 13F filing for Q1 2026, filed 12 May 2026.