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Marshall Investment Management’s McDonald's MCD Stock Holding History

Marshall 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 		$32.6K Buy
+105
New +$33.5K 0.02% 139
2025
Q2 		– Sell
-105
Closed -$32.8K – 136
2025
Q1 		$32.8K Sell
105
-15
-13% -$4.49K 0.02% 123
2024
Q4 		$36.6K Buy
+120
New +$35.8K 0.02% 110

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 $137B AUM 18.02% 1-Year Est. Return

Marshall Investment Management's MCD Position: Q1 2026 in Review

Marshall Investment Management opened a new position in McDonald's (MCD) in Q1 2026: 105 shares worth $32.6K. The stake represents 0.02% of the portfolio and ranks #139 among its holdings. This is a return to the name: Marshall Investment Management previously reported a position in MCD as recently as Q1 2025.

Marshall Investment Management first reported a position in MCD in Q4 2024 and has held it in 3 quarters since. The position peaked at $36.6K in Q4 2024. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Marshall Investment Management held 105 shares of McDonald's worth $32.6K as of Q1 2026.
  • McDonald's was a new Marshall Investment Management position in Q1 2026.
  • McDonald's made up 0.02% of Marshall Investment Management's portfolio in Q1 2026, its #139 holding.
  • Marshall Investment Management first reported a position in McDonald's in Q4 2024 and has held it in 3 quarters since.
  • Marshall Investment Management's McDonald's position peaked at $36.6K in Q4 2024.
  • 3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Marshall Investment Management's 13F filing for Q1 2026, filed 8 May 2026.