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McDaniel Terry & Co’s McDonald's MCD Stock Holding History

McDaniel Terry & Co’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 		$430K Buy
1,384
+153
+12% +$48.7K 0.04% 67
2025
Q4 		$376K Sell
1,231
-902
-42% -$276K 0.03% 65
2025
Q3 		$648K Hold
2,133
– – 0.05% 62
2025
Q2 		$623K Sell
2,133
-42
-2% -$12.9K 0.05% 60
2025
Q1 		$679K Hold
2,175
– – 0.06% 60
2024
Q4 		$631K Hold
2,175
– – 0.05% 60
2024
Q3 		$662K Hold
2,175
– – 0.06% 60
2024
Q2 		$554K Buy
2,175
+907
+72% +$241K 0.05% 61
2024
Q1 		$358K Buy
1,268
+56
+5% +$16.3K 0.03% 81
2023
Q4 		$359K Sell
1,212
-130
-10% -$35.4K 0.03% 69
2023
Q3 		$354K Buy
1,342
+97
+8% +$27.7K 0.04% 74
2023
Q2 		$372K Buy
1,245
+70
+6% +$20.3K 0.04% 72
2023
Q1 		$329K Hold
1,175
– – 0.04% 72
2022
Q4 		$310K Buy
1,175
+33
+3% +$8.71K 0.04% 73
2022
Q3 		$264K Sell
1,142
-282
-20% -$72.1K 0.03% 80
2022
Q2 		$352K Hold
1,424
– – 0.04% 69
2022
Q1 		$352K Buy
1,424
+282
+25% +$70.2K 0.04% 76
2021
Q4 		$306K Hold
1,142
– – 0.03% 86
2021
Q3 		$275K Hold
1,142
– – 0.03% 74
2021
Q2 		$264K Hold
1,142
– – 0.03% 80
2021
Q1 		$256K Hold
1,142
– – 0.03% 77
2020
Q4 		$245K Hold
1,142
– – 0.03% 79
2020
Q3 		$251K Hold
1,142
– – 0.04% 69
2020
Q2 		$211K Buy
+1,142
New +$209K 0.03% 75
2020
Q1 		– Sell
-1,192
Closed -$236K – 78
2019
Q4 		$236K Hold
1,192
– – 0.04% 75
2019
Q3 		$256K Buy
+1,192
New +$256K 0.04% 70

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

McDaniel Terry & Co's MCD Position: Q1 2026 in Review

McDaniel Terry & Co increased its McDonald's (MCD) stake by 12% in Q1 2026, buying an estimated $48.7K and bringing the position to 1,384 shares worth $430K. The position accounts for 0.04% of the portfolio, ranked #67.

McDaniel Terry & Co first reported a position in MCD in Q3 2019 and has held it in 26 quarters since. The position peaked at $679K in Q1 2025. 3,564 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • McDaniel Terry & Co held 1,384 shares of McDonald's worth $430K as of Q1 2026.
  • McDaniel Terry & Co bought 153 McDonald's shares in Q1 2026, an estimated $48.7K.
  • McDonald's made up 0.04% of McDaniel Terry & Co's portfolio in Q1 2026, its #67 holding.
  • McDaniel Terry & Co first reported a position in McDonald's in Q3 2019 and has held it in 26 quarters since.
  • McDaniel Terry & Co's McDonald's position peaked at $679K in Q1 2025.
  • 3,564 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on McDaniel Terry & Co's 13F filing for Q1 2026, filed 5 May 2026.