MB, Levis & Associates’s McDonald's MCD Stock Holding History

MB, Levis & Associates’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	$154K	Hold	494	–	–	0.06%	64
2025 Q4	$151K	Buy	494 +1	+0.2%	+$306	0.06%	63
2025 Q3	$150K	Sell	493 -328	-40%	-$99.8K	0.06%	61
2025 Q2	$240K	Buy	821 +1	+0.1%	+$308	0.11%	62
2025 Q1	$256K	Buy	820 +1	+0.1%	+$299	0.12%	61
2024 Q4	$238K	Hold	819	–	–	0.12%	61
2024 Q3	$249K	Buy	819 +1	+0.1%	+$276	0.12%	60
2024 Q2	$208K	Buy	818 +1	+0.1%	+$265	0.11%	61
2024 Q1	$230K	Buy	817 +1	+0.1%	+$291	0.12%	58
2023 Q4	$242K	Hold	816	–	–	0.14%	52
2023 Q3	$215K	Buy	816 +1	+0.1%	+$285	0.14%	59
2023 Q2	$243K	Buy	815 +1	+0.1%	+$291	0.16%	57
2023 Q1	$228K	Buy	814 +329	+68%	+$88.1K	0.16%	55
2022 Q4	$128K	Buy	+485	New	+$128K	0.1%	61

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

MB, Levis & Associates's MCD Position: Q1 2026 in Review

MB, Levis & Associates held its McDonald's (MCD) position steady in Q1 2026 at 494 shares worth $154K. The position accounts for 0.06% of the portfolio, ranked #64.

MB, Levis & Associates first reported a position in MCD in Q4 2022 and has held it in 14 quarters since. The position peaked at $256K in Q1 2025. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

MB, Levis & Associates held 494 shares of McDonald's worth $154K as of Q1 2026.
MB, Levis & Associates left its McDonald's share count unchanged in Q1 2026.
McDonald's made up 0.06% of MB, Levis & Associates's portfolio in Q1 2026, its #64 holding.
MB, Levis & Associates first reported a position in McDonald's in Q4 2022 and has held it in 14 quarters since.
MB, Levis & Associates's McDonald's position peaked at $256K in Q1 2025.
3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on MB, Levis & Associates's 13F filing for Q1 2026, filed 8 Apr 2026.