Magnolia Capital Advisors’s McDonald's MCD Stock Holding History

Magnolia Capital Advisors’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	$294K	Buy	947 +257	+37%	+$81.9K	0.06%	248
2025 Q4	$211K	Buy	690 +14	+2%	+$4.29K	0.04%	254
2025 Q3	$205K	Sell	676 -57	-8%	-$17.3K	0.05%	222
2025 Q2	$214K	Buy	733 +24	+3%	+$7.4K	0.05%	223
2025 Q1	$221K	Sell	709 -116	-14%	-$34.7K	0.06%	212
2024 Q4	$239K	Buy	+825	New	+$246K	0.06%	210
2023 Q1	–	Sell	-905	Closed	-$238K	–	150
2022 Q4	$238K	Sell	905 -41	-4%	-$10.8K	0.16%	123
2022 Q3	$218K	Buy	946 +24	+3%	+$6.13K	0.18%	115
2022 Q2	$227K	Sell	922 -101	-10%	-$24.9K	0.21%	107
2022 Q1	$253K	Sell	1,023 -89	-8%	-$22.2K	0.1%	157
2021 Q4	$298K	Buy	1,112 +5	+0.5%	+$1.26K	0.09%	153
2021 Q3	$267K	Buy	1,107 +213	+24%	+$50.8K	0.09%	152
2021 Q2	$207K	Sell	894 -3	-0.3%	-$698	0.09%	132
2021 Q1	$201K	Buy	+897	New	+$192K	0.4%	78

Other funds holding MCD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Magnolia Capital Advisors's MCD Position: Q1 2026 in Review

Magnolia Capital Advisors increased its McDonald's (MCD) stake by 37% in Q1 2026, buying an estimated $81.9K and bringing the position to 947 shares worth $294K. The position accounts for 0.06% of the portfolio, ranked #248.

Magnolia Capital Advisors first reported a position in MCD in Q1 2021 and has held it in 14 quarters since. The position peaked at $298K in Q4 2021. 3,564 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Magnolia Capital Advisors held 947 shares of McDonald's worth $294K as of Q1 2026.
Magnolia Capital Advisors bought 257 McDonald's shares in Q1 2026, an estimated $81.9K.
McDonald's made up 0.06% of Magnolia Capital Advisors's portfolio in Q1 2026, its #248 holding.
Magnolia Capital Advisors first reported a position in McDonald's in Q1 2021 and has held it in 14 quarters since.
Magnolia Capital Advisors's McDonald's position peaked at $298K in Q4 2021.
3,564 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Magnolia Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.