MAM
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McLean Asset Management’s McDonald's MCD Stock Holding History

McLean Asset Management’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 		$476K Buy
1,533
+8
+0.5% +$2.55K 0.08% 98
2025
Q4 		$470K Sell
1,525
-39
-2% -$11.9K 0.08% 93
2025
Q3 		$463K Buy
1,564
+47
+3% +$14.3K 0.1% 95
2025
Q2 		$447K Sell
1,517
-74
-5% -$22.8K 0.12% 87
2025
Q1 		$477K Buy
1,591
+14
+0.9% +$4.19K 0.16% 75
2024
Q4 		$457K Sell
1,577
-18
-1% -$5.37K 0.14% 82
2024
Q3 		$484K Buy
1,595
+8
+0.5% +$2.21K 0.15% 79
2024
Q2 		$397K Sell
1,587
-46
-3% -$12.2K 0.13% 85
2024
Q1 		$440K Hold
1,633
– – 0.15% 81
2023
Q4 		$472K Buy
1,633
+10
+0.6% +$2.72K 0.18% 66
2023
Q3 		$408K Sell
1,623
-3
-0.2% -$856 0.17% 73
2023
Q2 		$485K Buy
1,626
+1
+0.1% +$291 0.19% 62
2023
Q1 		$454K Sell
1,625
-79
-5% -$21.2K 0.19% 64
2022
Q4 		$449K Buy
1,704
+58
+4% +$15.3K 0.15% 69
2022
Q3 		$384K Buy
1,646
+2
+0.1% +$511 0.15% 70
2022
Q2 		$413K Buy
1,644
+7
+0.4% +$1.72K 0.16% 65
2022
Q1 		$405K Buy
1,637
+15
+0.9% +$3.74K 0.3% 61
2021
Q4 		$423K Sell
1,622
-49
-3% -$12.4K 0.16% 67
2021
Q3 		$395K Buy
1,671
+141
+9% +$33.7K 0.15% 74
2021
Q2 		$359K Buy
1,530
+21
+1% +$4.89K 0.16% 65
2021
Q1 		$355K Buy
1,509
+23
+2% +$4.92K 0.28% 58
2020
Q4 		$319K Buy
+1,486
New +$323K 0.28% 59

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

McLean Asset Management's MCD Position: Q1 2026 in Review

McLean Asset Management increased its McDonald's (MCD) stake by 0.52% in Q1 2026, buying an estimated $2.55K and bringing the position to 1,533 shares worth $476K. The position accounts for 0.08% of the portfolio, ranked #98.

McLean Asset Management first reported a position in MCD in Q4 2020 and has held it in 22 quarters since. The position peaked at $485K in Q2 2023. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • McLean Asset Management held 1,533 shares of McDonald's worth $476K as of Q1 2026.
  • McLean Asset Management bought 8 McDonald's shares in Q1 2026, an estimated $2.55K.
  • McDonald's made up 0.08% of McLean Asset Management's portfolio in Q1 2026, its #98 holding.
  • McLean Asset Management first reported a position in McDonald's in Q4 2020 and has held it in 22 quarters since.
  • McLean Asset Management's McDonald's position peaked at $485K in Q2 2023.
  • 3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on McLean Asset Management's 13F filing for Q1 2026, filed 22 Apr 2026.