Marshall Wace’s McDonald's MCD Stock Holding History

Marshall Wace’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
2025 Q3	–	Sell	-100,000	Closed	-$29.2M	–	3192
2025 Q2	$29.2M	Sell	100,000 -125,000	-56%	-$38.5M	0.03%	447
2025 Q1	$70.3M	Buy	+225,000	New	+$67.3M	0.09%	194
2024 Q4	–	Sell	-175,000	Closed	-$53.3M	–	2834
2024 Q3	$53.3M	Sell	175,000 -16,900	-9%	-$4.66M	0.06%	262
2024 Q2	$48.9M	Buy	+191,900	New	+$50.9M	0.07%	265
2024 Q1	–	Sell	-149,700	Closed	-$44.4M	–	2671
2023 Q4	$44.4M	Buy	+149,700	New	+$40.7M	0.08%	263
2022 Q3	–	Sell	-6,600	Closed	-$1.63M	–	3611
2022 Q2	$1.63M	Buy	+6,600	New	+$1.63M	﹤0.01%	2140
2021 Q2	–	Sell	-28,800	Closed	-$6.46M	–	2891
2021 Q1	$6.46M	Buy	+28,800	New	+$6.16M	0.03%	686

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

Marshall Wace's MCD Position: Q1 2026 in Review

Marshall Wace reduced its McDonald's (MCD) stake by 23% in Q1 2026, selling an estimated $52.9M and leaving 550,000 shares worth $171M. The position accounts for 0.17% of the portfolio, ranked #89.

Marshall Wace first reported a position in MCD in Q1 2014 and has held it in 41 quarters since. The position peaked at $459M in Q1 2023. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Marshall Wace held 550,000 shares of McDonald's worth $171M as of Q1 2026.
Marshall Wace sold 165,995 McDonald's shares in Q1 2026, an estimated $52.9M.
McDonald's made up 0.17% of Marshall Wace's portfolio in Q1 2026, its #89 holding.
Marshall Wace first reported a position in McDonald's in Q1 2014 and has held it in 41 quarters since.
Marshall Wace's McDonald's position peaked at $459M in Q1 2023.
3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.