Marietta Investment Partners’s McDonald's MCD Stock Holding History

Marietta Investment Partners’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	$346K	Hold	1,113	–	–	0.07%	131
2025 Q4	$340K	Sell	1,113 -513	-32%	-$157K	0.07%	135
2025 Q3	$494K	Buy	1,626 +13	+0.8%	+$3.96K	0.1%	124
2025 Q2	$471K	Hold	1,613	–	–	0.1%	122
2025 Q1	$504K	Sell	1,613 -65	-4%	-$19.4K	0.12%	119
2024 Q4	$486K	Hold	1,678	–	–	0.11%	119
2024 Q3	$511K	Hold	1,678	–	–	0.11%	117
2024 Q2	$428K	Hold	1,678	–	–	0.09%	120
2024 Q1	$473K	Hold	1,678	–	–	0.1%	122
2023 Q4	$498K	Buy	1,678 +813	+94%	+$221K	0.12%	113
2023 Q3	$228K	Hold	865	–	–	0.06%	151
2023 Q2	$258K	Hold	865	–	–	0.07%	146
2023 Q1	$242K	Buy	+865	New	+$232K	0.07%	149

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

Marietta Investment Partners's MCD Position: Q1 2026 in Review

Marietta Investment Partners held its McDonald's (MCD) position steady in Q1 2026 at 1,113 shares worth $346K. The position accounts for 0.07% of the portfolio, ranked #131.

Marietta Investment Partners first reported a position in MCD in Q1 2023 and has held it in 13 quarters since. The position peaked at $511K in Q3 2024. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Marietta Investment Partners held 1,113 shares of McDonald's worth $346K as of Q1 2026.
Marietta Investment Partners left its McDonald's share count unchanged in Q1 2026.
McDonald's made up 0.07% of Marietta Investment Partners's portfolio in Q1 2026, its #131 holding.
Marietta Investment Partners first reported a position in McDonald's in Q1 2023 and has held it in 13 quarters since.
Marietta Investment Partners's McDonald's position peaked at $511K in Q3 2024.
3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Marietta Investment Partners's 13F filing for Q1 2026, filed 28 Apr 2026.