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Liberty One Investment Management’s McDonald's MCD Stock Holding History

Liberty One 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 		$28.1M Buy
90,393
+10,727
+13% +$3.42M 2.9% 11
2025
Q4 		$24.3M Sell
79,666
-119,003
-60% -$36.4M 3.11% 6
2025
Q3 		$60.4M Buy
198,669
+95,251
+92% +$29M 3.4% 6
2025
Q2 		$30.2M Sell
103,418
-2,427
-2% -$748K 3.06% 8
2025
Q1 		$33.1M Buy
105,845
+1,530
+1% +$458K 3.35% 6
2024
Q4 		$30.2M Buy
104,315
+973
+0.9% +$290K 3.28% 6
2024
Q3 		$31.5M Buy
103,342
+1,819
+2% +$501K 3.22% 9
2024
Q2 		$25.9M Buy
101,523
+8,858
+10% +$2.35M 2.92% 16
2024
Q1 		$26.1M Buy
92,665
+824
+0.9% +$240K 2.96% 12
2023
Q4 		$27.2M Buy
91,841
+2,216
+2% +$603K 3.36% 4
2023
Q3 		$23.6M Sell
89,625
-13,661
-13% -$3.9M 3.42% 4
2023
Q2 		$30.8M Buy
103,286
+358
+0.3% +$104K 4% 2
2023
Q1 		$28.8M Buy
102,928
+2,560
+3% +$686K 3.92% 1
2022
Q4 		$26.5M Buy
100,368
+2,248
+2% +$593K 3.8% 3
2022
Q3 		$22.6M Buy
98,120
+5,178
+6% +$1.32M 3.72% 4
2022
Q2 		$21.5M Sell
92,942
-3,667
-4% -$903K 3.65% 3
2022
Q1 		$23.9M Buy
96,609
+1,913
+2% +$477K 3.63% 5
2021
Q4 		$25.4M Buy
94,696
+1,599
+2% +$404K 3.82% 2
2021
Q3 		$22.4M Buy
93,097
+155
+0.2% +$37K 3.83% 1
2021
Q2 		$21.5M Buy
92,942
+693
+0.8% +$161K 3.63% 3
2021
Q1 		$20.7M Sell
92,249
-1,286
-1% -$275K 3.68% 3
2020
Q4 		$20.1M Buy
93,535
+904
+1% +$197K 3.77% 2
2020
Q3 		$20.3M Buy
92,631
+3,003
+3% +$617K 4.16% 1
2020
Q2 		$16.5M Buy
89,628
+5,035
+6% +$923K 3.7% 7
2020
Q1 		$14M Buy
84,593
+1,130
+1% +$223K 3.6% 7
2019
Q4 		$16.5M Buy
+83,463
New +$16.6M 3.57% 7

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

Liberty One Investment Management's MCD Position: Q1 2026 in Review

Liberty One Investment Management increased its McDonald's (MCD) stake by 13% in Q1 2026, buying an estimated $3.42M and bringing the position to 90,393 shares worth $28.1M. The position accounts for 2.9% of the portfolio, ranked #11.

Liberty One Investment Management first reported a position in MCD in Q4 2019 and has held it in 26 quarters since. The position peaked at $60.4M in Q3 2025. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Liberty One Investment Management held 90,393 shares of McDonald's worth $28.1M as of Q1 2026.
  • Liberty One Investment Management bought 10,727 McDonald's shares in Q1 2026, an estimated $3.42M.
  • McDonald's made up 2.9% of Liberty One Investment Management's portfolio in Q1 2026, its #11 holding.
  • Liberty One Investment Management first reported a position in McDonald's in Q4 2019 and has held it in 26 quarters since.
  • Liberty One Investment Management's McDonald's position peaked at $60.4M in Q3 2025.
  • 3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Liberty One Investment Management's 13F filing for Q1 2026, filed 14 May 2026.