M Holdings Securities’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.39M | Buy |
19,240
+479
| +3% | +$153K | 0.36% | 54 |
|
|
2025
Q4 | $5.73M | Buy |
+18,761
| New | +$5.75M | 0.41% | 47 |
|
|
2023
Q3 | – | Sell |
-5,655
| Closed | -$1.69M | – | 257 |
|
|
2023
Q2 | $1.69M | Sell |
5,655
-5,092
| -47% | -$1.48M | 0.35% | 41 |
|
|
2023
Q1 | $3M | Sell |
10,747
-529
| -5% | -$142K | 0.31% | 62 |
|
|
2022
Q4 | $2.97M | Sell |
11,276
-119
| -1% | -$31.4K | 0.31% | 69 |
|
|
2022
Q3 | $2.63M | Sell |
11,395
-54
| -0.5% | -$13.8K | 0.29% | 75 |
|
|
2022
Q2 | $2.83M | Sell |
11,449
-1,714
| -13% | -$422K | 0.29% | 76 |
|
|
2022
Q1 | $3.25M | Buy |
+13,163
| New | +$3.28M | 0.25% | 78 |
|
|
2021
Q2 | $3.1M | Sell |
13,433
-582
| -4% | -$135K | 0.3% | 74 |
|
|
2021
Q1 | $3.14M | Buy |
14,015
+3,206
| +30% | +$686K | 0.29% | 79 |
|
|
2020
Q4 | $2.32M | Buy |
+10,809
| New | +$2.35M | 0.3% | 74 |
|
|
2020
Q2 | – | Sell |
-10,501
| Closed | -$1.74M | – | 203 |
|
|
2020
Q1 | $1.74M | Buy |
+10,501
| New | +$2.07M | 0.26% | 101 |
|
|
2019
Q2 | – | Sell |
-6,007
| Closed | -$1.14M | – | 281 |
|
|
2019
Q1 | $1.14M | Sell |
6,007
-18
| -0.3% | -$3.27K | 0.26% | 100 |
|
|
2018
Q4 | $1.07M | Buy |
6,025
+144
| +2% | +$25.5K | 0.33% | 80 |
|
|
2018
Q3 | $984K | Sell |
5,881
-100
| -2% | -$16K | 0.26% | 104 |
|
|
2018
Q2 | $937K | Buy |
5,981
+242
| +4% | +$39.2K | 0.26% | 108 |
|
|
2018
Q1 | $897K | Buy |
5,739
+6
| +0.1% | +$987 | 0.27% | 117 |
|
|
2017
Q4 | $987K | Buy |
5,733
+1,333
| +30% | +$224K | 0.3% | 99 |
|
|
2017
Q3 | $689K | Buy |
4,400
+37
| +0.8% | +$5.8K | 0.22% | 135 |
|
|
2017
Q2 | $668K | Sell |
4,363
-351
| -7% | -$50.7K | 0.23% | 126 |
|
|
2017
Q1 | $611K | Sell |
4,714
-594
| -11% | -$74.5K | 0.24% | 121 |
|
|
2016
Q4 | $646K | Buy |
5,308
+119
| +2% | +$14K | 0.22% | 104 |
|
|
2016
Q3 | $599K | Buy |
5,189
+208
| +4% | +$24.6K | 0.27% | 109 |
|
|
2016
Q2 | $599K | Sell |
4,981
-700
| -12% | -$87.7K | 0.31% | 94 |
|
|
2016
Q1 | $714K | Sell |
5,681
-624
| -10% | -$74.6K | 0.44% | 63 |
|
|
2015
Q4 | $745K | Sell |
6,305
-498
| -7% | -$55.7K | 0.5% | 56 |
|
|
2015
Q3 | $670K | Sell |
6,803
-286
| -4% | -$27.9K | 0.48% | 56 |
|
|
2015
Q2 | $674K | Buy |
7,089
+162
| +2% | +$15.7K | 0.45% | 61 |
|
|
2015
Q1 | $675K | Buy |
6,927
+793
| +13% | +$75.2K | 0.44% | 64 |
|
|
2014
Q4 | $575K | Buy |
6,134
+150
| +3% | +$14K | 0.37% | 80 |
|
|
2014
Q3 | $567K | Sell |
5,984
-447
| -7% | -$42.6K | 0.32% | 81 |
|
|
2014
Q2 | $648K | Buy |
+6,431
| New | +$649K | 0.41% | 69 |
|
|
2014
Q1 | – | Sell |
-5,412
| Closed | -$525K | – | 178 |
|
|
2013
Q4 | $525K | Buy |
+5,412
| New | +$520K | 0.37% | 69 |
|
Other funds holding MCD
VCM
VPM
DAM
M Holdings Securities's MCD Position: Q1 2026 in Review
M Holdings Securities increased its McDonald's (MCD) stake by 2.6% in Q1 2026, buying an estimated $153K and bringing the position to 19,240 shares worth $5.39M. The position accounts for 0.36% of the portfolio, ranked #54.
M Holdings Securities first reported a position in MCD in Q4 2013 and has held it in 33 quarters since. The position peaked at $5.73M in Q4 2025. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.
- M Holdings Securities held 19,240 shares of McDonald's worth $5.39M as of Q1 2026.
- M Holdings Securities bought 479 McDonald's shares in Q1 2026, an estimated $153K.
- McDonald's made up 0.36% of M Holdings Securities's portfolio in Q1 2026, its #54 holding.
- M Holdings Securities first reported a position in McDonald's in Q4 2013 and has held it in 33 quarters since.
- M Holdings Securities's McDonald's position peaked at $5.73M in Q4 2025.
- 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.
Based on M Holdings Securities's 13F filing for Q1 2026, filed 12 May 2026.