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MBA Advisors’s McDonald's MCD Stock Holding History

MBA Advisors’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 		$1.13M Buy
3,638
+13
+0.4% +$4.14K 0.43% 49
2025
Q4 		$1.11M Buy
3,625
+21
+0.6% +$6.43K 0.45% 51
2025
Q3 		$1.1M Buy
3,604
+13
+0.4% +$3.96K 0.47% 50
2025
Q2 		$1.05M Sell
3,591
-12
-0.3% -$3.7K 0.48% 47
2025
Q1 		$1.13M Buy
3,603
+6
+0.2% +$1.79K 0.56% 43
2024
Q4 		$1.04M Sell
3,597
-14
-0.4% -$4.17K 0.52% 46
2024
Q3 		$1.1M Sell
3,611
-45
-1% -$12.4K 0.53% 47
2024
Q2 		$932K Sell
3,656
-56
-2% -$14.9K 0.48% 52
2024
Q1 		$1.05M Sell
3,712
-78
-2% -$22.7K 0.54% 46
2023
Q4 		$1.12M Buy
3,790
+22
+0.6% +$5.99K 0.63% 39
2023
Q3 		$993K Buy
3,768
+1
+0% +$285 0.61% 41
2023
Q2 		$1.12M Sell
3,767
-167
-4% -$48.5K 0.67% 38
2023
Q1 		$1.1M Buy
3,934
+17
+0.4% +$4.55K 0.68% 40
2022
Q4 		$1.03M Sell
3,917
-3
-0.1% -$791 0.68% 41
2022
Q3 		$905K Buy
3,920
+101
+3% +$25.8K 0.65% 42
2022
Q2 		$943K Sell
3,819
-13
-0.3% -$3.2K 0.65% 41
2022
Q1 		$948K Sell
3,832
-19
-0.5% -$4.73K 0.59% 49
2021
Q4 		$1.03M Buy
3,851
+605
+19% +$153K 0.64% 46
2021
Q3 		$783K Sell
3,246
-3
-0.1% -$716 0.58% 46
2021
Q2 		$750 Buy
3,249
+22
+0.7% +$5.12K 0.35% 50
2021
Q1 		$723 Buy
+3,227
New +$690K 0.4% 51

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

MBA Advisors's MCD Position: Q1 2026 in Review

MBA Advisors increased its McDonald's (MCD) stake by 0.36% in Q1 2026, buying an estimated $4.14K and bringing the position to 3,638 shares worth $1.13M. The position accounts for 0.43% of the portfolio, ranked #49.

MBA Advisors first reported a position in MCD in Q1 2021 and has held it in 21 quarters since. 3,564 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • MBA Advisors held 3,638 shares of McDonald's worth $1.13M as of Q1 2026.
  • MBA Advisors bought 13 McDonald's shares in Q1 2026, an estimated $4.14K.
  • McDonald's made up 0.43% of MBA Advisors's portfolio in Q1 2026, its #49 holding.
  • MBA Advisors first reported a position in McDonald's in Q1 2021 and has held it in 21 quarters since.
  • 3,564 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on MBA Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.