Mather Group’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $16.9M | Sell |
54,493
-709
| -1% | -$226K | 0.17% | 57 |
|
|
2025
Q4 | $16.9M | Buy |
55,202
+147
| +0.3% | +$45K | 0.17% | 57 |
|
|
2025
Q3 | $16.7M | Buy |
55,055
+2,068
| +4% | +$629K | 0.17% | 57 |
|
|
2025
Q2 | $15.5M | Sell |
52,987
-1,251
| -2% | -$386K | 0.17% | 59 |
|
|
2025
Q1 | $16.9M | Buy |
54,238
+6
| +0% | +$1.79K | 0.2% | 51 |
|
|
2024
Q4 | $15.7M | Sell |
54,232
-2,194
| -4% | -$654K | 0.2% | 53 |
|
|
2024
Q3 | $17.2M | Sell |
56,426
-2,381
| -4% | -$656K | 0.22% | 54 |
|
|
2024
Q2 | $16.6M | Buy |
58,807
+6,901
| +13% | +$1.83M | 0.2% | 55 |
|
|
2024
Q1 | $15.4M | Sell |
51,906
-953
| -2% | -$277K | 0.24% | 42 |
|
|
2023
Q4 | $15.7M | Buy |
52,859
+197
| +0.4% | +$53.6K | 0.25% | 42 |
|
|
2023
Q3 | $13.9M | Buy |
52,662
+2,096
| +4% | +$598K | 0.25% | 41 |
|
|
2023
Q2 | $15.1M | Sell |
50,566
-1,210
| -2% | -$352K | 0.24% | 42 |
|
|
2023
Q1 | $14.5M | Buy |
51,776
+1,402
| +3% | +$376K | 0.26% | 37 |
|
|
2022
Q4 | $13.3M | Sell |
50,374
-1,192
| -2% | -$314K | 0.26% | 42 |
|
|
2022
Q3 | $11.9M | Sell |
51,566
-1,055
| -2% | -$270K | 0.26% | 42 |
|
|
2022
Q2 | $13M | Buy |
52,621
+2,360
| +5% | +$581K | 0.3% | 40 |
|
|
2022
Q1 | $12.4M | Buy |
50,261
+178
| +0.4% | +$44.3K | 0.25% | 42 |
|
|
2021
Q4 | $13.4M | Sell |
50,083
-579
| -1% | -$146K | 0.26% | 33 |
|
|
2021
Q3 | $12.2M | Buy |
50,662
+1,350
| +3% | +$322K | 0.29% | 28 |
|
|
2021
Q2 | $11.4M | Buy |
49,312
+2,476
| +5% | +$576K | 0.29% | 32 |
|
|
2021
Q1 | $10.5M | Buy |
46,836
+5,896
| +14% | +$1.26M | 0.3% | 33 |
|
|
2020
Q4 | $8.79M | Buy |
40,940
+2,460
| +6% | +$535K | 0.29% | 31 |
|
|
2020
Q3 | $8.45M | Buy |
38,480
+2,803
| +8% | +$575K | 0.33% | 27 |
|
|
2020
Q2 | $6.58M | Buy |
35,677
+2,487
| +7% | +$456K | 0.3% | 32 |
|
|
2020
Q1 | $5.49M | Buy |
33,190
+3,726
| +13% | +$734K | 0.38% | 27 |
|
|
2019
Q4 | $5.82M | Buy |
29,464
+3,706
| +14% | +$735K | 0.37% | 27 |
|
|
2019
Q3 | $5.53M | Buy |
25,758
+1,701
| +7% | +$365K | 0.41% | 24 |
|
|
2019
Q2 | $5M | Buy |
24,057
+2,441
| +11% | +$484K | 0.4% | 25 |
|
|
2019
Q1 | $4.11M | Buy |
21,616
+6,498
| +43% | +$1.18M | 0.34% | 30 |
|
|
2018
Q4 | $2.68M | Buy |
15,118
+2,839
| +23% | +$503K | 0.25% | 30 |
|
|
2018
Q3 | $2.05M | Buy |
12,279
+4,979
| +68% | +$798K | 0.18% | 32 |
|
|
2018
Q2 | $1.14M | Buy |
7,300
+4,942
| +210% | +$801K | 0.11% | 41 |
|
|
2018
Q1 | $369K | Sell |
2,358
-262
| -10% | -$43.1K | 0.04% | 35 |
|
|
2017
Q4 | $451K | Buy |
+2,620
| New | +$440K | 0.05% | 33 |
|
Other funds holding MCD
VCM
VPM
DAM
Mather Group's MCD Position: Q1 2026 in Review
Mather Group reduced its McDonald's (MCD) stake by 1.3% in Q1 2026, selling an estimated $226K and leaving 54,493 shares worth $16.9M. The position accounts for 0.17% of the portfolio, ranked #57.
Mather Group first reported a position in MCD in Q4 2017 and has held it in 34 quarters since. The position peaked at $17.2M in Q3 2024. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.
- Mather Group held 54,493 shares of McDonald's worth $16.9M as of Q1 2026.
- Mather Group sold 709 McDonald's shares in Q1 2026, an estimated $226K.
- McDonald's made up 0.17% of Mather Group's portfolio in Q1 2026, its #57 holding.
- Mather Group first reported a position in McDonald's in Q4 2017 and has held it in 34 quarters since.
- Mather Group's McDonald's position peaked at $17.2M in Q3 2024.
- 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.
Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.