MAI Capital Management’s McDonald's MCD Stock Holding History

MAI Capital 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	–	Hold	0	–	–	–	2540
2025 Q4	–	Hold	0	–	–	–	1288
2025 Q3	–	Hold	0	–	–	–	1247
2025 Q2	–	Hold	0	–	–	–	1165
2025 Q1	–	Hold	0	–	–	–	1083
2024 Q4	–	Hold	0	–	–	–	1085
2022 Q1	–	Sell	-300	Closed	-$80K	–	962
2021 Q4	$80K	Buy	+300	New	+$75.7K	﹤0.01%	865

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

MAI Capital Management's MCD Position: Q1 2026 in Review

MAI Capital Management reduced its McDonald's (MCD) stake by 1.6% in Q1 2026, selling an estimated $857K and leaving 164,822 shares worth $51.2M. The position accounts for 0.29% of the portfolio, ranked #71.

MAI Capital Management first reported a position in MCD in Q2 2013 and has held it in 52 quarters since. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

MAI Capital Management held 164,822 shares of McDonald's worth $51.2M as of Q1 2026.
MAI Capital Management sold 2,689 McDonald's shares in Q1 2026, an estimated $857K.
McDonald's made up 0.29% of MAI Capital Management's portfolio in Q1 2026, its #71 holding.
MAI Capital Management first reported a position in McDonald's in Q2 2013 and has held it in 52 quarters since.
3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

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