Mendel Money Management’s McDonald's MCD Stock Holding History

Mendel Money 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	$1.47M	Buy	4,716 +187	+4%	+$59.6K	0.61%	53
2025 Q4	$1.38M	Hold	4,529	–	–	0.58%	49
2025 Q3	$1.38M	Sell	4,529 -52	-1%	-$15.8K	0.58%	50
2025 Q2	$1.34M	Buy	4,581 +2	+0%	+$617	0.59%	48
2025 Q1	$1.43M	Sell	4,579 -106	-2%	-$31.7K	0.68%	45
2024 Q4	$1.36M	Sell	4,685 -23	-0.5%	-$6.86K	0.61%	46
2024 Q3	$1.43M	Sell	4,708 -369	-7%	-$102K	0.62%	46
2024 Q2	$1.29M	Buy	5,077 +272	+6%	+$72.2K	0.61%	46
2024 Q1	$1.35M	Sell	4,805 -9	-0.2%	-$2.62K	0.63%	45
2023 Q4	$1.43M	Buy	4,814 +131	+3%	+$35.7K	0.69%	43
2023 Q3	$1.23M	Buy	4,683 +136	+3%	+$38.8K	0.66%	44
2023 Q2	$1.36M	Buy	4,547 +13	+0.3%	+$3.78K	0.7%	41
2023 Q1	$1.27M	Sell	4,534 -60	-1%	-$16.1K	0.68%	39
2022 Q4	$1.21M	Buy	4,594 +215	+5%	+$56.7K	0.69%	38
2022 Q3	$1.01M	Buy	4,379 +481	+12%	+$123K	0.63%	38
2022 Q2	$962K	Buy	3,898 +18	+0.5%	+$4.43K	0.57%	42
2022 Q1	$959K	Buy	+3,880	New	+$967K	0.47%	45

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

Mendel Money Management's MCD Position: Q1 2026 in Review

Mendel Money Management increased its McDonald's (MCD) stake by 4.1% in Q1 2026, buying an estimated $59.6K and bringing the position to 4,716 shares worth $1.47M. The position accounts for 0.61% of the portfolio, ranked #53.

Mendel Money Management first reported a position in MCD in Q1 2022 and has held it in 17 quarters since. 3,566 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Mendel Money Management held 4,716 shares of McDonald's worth $1.47M as of Q1 2026.
Mendel Money Management bought 187 McDonald's shares in Q1 2026, an estimated $59.6K.
McDonald's made up 0.61% of Mendel Money Management's portfolio in Q1 2026, its #53 holding.
Mendel Money Management first reported a position in McDonald's in Q1 2022 and has held it in 17 quarters since.
3,566 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Mendel Money Management's 13F filing for Q1 2026, filed 4 May 2026.