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Means Investment Company’s McDonald's MCD Stock Holding History

Means Investment Company’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 		$2.81M Sell
9,039
-142
-2% -$45.2K 0.24% 51
2025
Q4 		$2.81M Buy
9,181
+196
+2% +$60K 0.24% 50
2025
Q3 		$2.73M Sell
8,985
-655
-7% -$199K 0.24% 51
2025
Q2 		$2.82M Sell
9,640
-101
-1% -$31.1K 0.27% 48
2025
Q1 		$3.04M Sell
9,741
-2,068
-18% -$619K 0.32% 47
2024
Q4 		$3.42M Sell
11,809
-331
-3% -$98.7K 0.36% 49
2024
Q3 		$3.7M Sell
12,140
-35
-0.3% -$9.65K 0.41% 44
2024
Q2 		$3.1M Sell
12,175
-1,717
-12% -$456K 0.37% 44
2024
Q1 		$3.92M Sell
13,892
-202
-1% -$58.7K 0.51% 36
2023
Q4 		$4.18M Buy
14,094
+74
+0.5% +$20.1K 0.6% 28
2023
Q3 		$3.69M Sell
14,020
-267
-2% -$76.2K 0.6% 32
2023
Q2 		$4.26M Sell
14,287
-18
-0.1% -$5.23K 0.67% 28
2023
Q1 		$4M Buy
14,305
+224
+2% +$60K 0.7% 29
2022
Q4 		$3.71M Sell
14,081
-141
-1% -$37.2K 0.74% 33
2022
Q3 		$3.28M Buy
14,222
+128
+0.9% +$32.7K 0.71% 30
2022
Q2 		$3.48M Buy
14,094
+59
+0.4% +$14.5K 0.74% 32
2022
Q1 		$3.47M Buy
14,035
+520
+4% +$130K 0.63% 31
2021
Q4 		$3.62M Buy
13,515
+92
+0.7% +$23.2K 0.64% 32
2021
Q3 		$3.24M Sell
13,423
-728
-5% -$174K 0.64% 32
2021
Q2 		$3.27M Buy
14,151
+377
+3% +$87.7K 0.65% 32
2021
Q1 		$3.09M Buy
13,774
+291
+2% +$62.2K 0.7% 32
2020
Q4 		$2.89M Sell
13,483
-1,099
-8% -$239K 0.66% 30
2020
Q3 		$3.16M Buy
14,582
+3,495
+32% +$718K 0.87% 22
2020
Q2 		$2.27M Sell
11,087
-36
-0.3% -$6.6K 0.71% 34
2020
Q1 		$2.07M Sell
11,123
-112
-1% -$22.1K 0.8% 36
2019
Q4 		$2.38M Buy
11,235
+1,369
+14% +$272K 0.8% 37
2019
Q3 		$1.86M Sell
9,866
-414
-4% -$88.8K 0.7% 43
2019
Q2 		$2.18M Buy
10,280
+271
+3% +$53.7K 0.89% 34
2019
Q1 		$1.9M Buy
10,009
+1,273
+15% +$231K 0.84% 38
2018
Q4 		$1.55M Buy
+8,736
New +$1.55M 0.86% 34

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

Means Investment Company's MCD Position: Q1 2026 in Review

Means Investment Company reduced its McDonald's (MCD) stake by 1.5% in Q1 2026, selling an estimated $45.2K and leaving 9,039 shares worth $2.81M. The position accounts for 0.24% of the portfolio, ranked #51.

Means Investment Company first reported a position in MCD in Q4 2018 and has held it in 30 quarters since. The position peaked at $4.26M in Q2 2023. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Means Investment Company held 9,039 shares of McDonald's worth $2.81M as of Q1 2026.
  • Means Investment Company sold 142 McDonald's shares in Q1 2026, an estimated $45.2K.
  • McDonald's made up 0.24% of Means Investment Company's portfolio in Q1 2026, its #51 holding.
  • Means Investment Company first reported a position in McDonald's in Q4 2018 and has held it in 30 quarters since.
  • Means Investment Company's McDonald's position peaked at $4.26M in Q2 2023.
  • 3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Means Investment Company's 13F filing for Q1 2026, filed 24 Apr 2026.