Mengis Capital Management’s McDonald's MCD Stock Holding History

Mengis Capital 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	$1.3M	Sell	4,180 -4	-0.1%	-$1.27K	0.22%	98
2025 Q4	$1.28M	Sell	4,184 -200	-5%	-$61.3K	0.23%	98
2025 Q3	$1.33M	Hold	4,384	–	–	0.26%	94
2025 Q2	$1.28M	Sell	4,384 -77	-2%	-$23.7K	0.27%	94
2025 Q1	$1.39M	Sell	4,461 -19	-0.4%	-$5.68K	0.29%	89
2024 Q4	$1.3M	Buy	4,480 +85	+2%	+$25.3K	0.27%	88
2024 Q3	$1.34M	Sell	4,395 -31	-0.7%	-$8.54K	0.26%	90
2024 Q2	$1.13M	Sell	4,426 -156	-3%	-$41.4K	0.23%	94
2024 Q1	$1.29M	Buy	4,582 +60	+1%	+$17.4K	0.2%	97
2023 Q4	$1.34M	Hold	4,522	–	–	0.25%	80
2023 Q3	$1.19M	Buy	4,522 +331	+8%	+$94.4K	0.25%	82
2023 Q2	$1.25M	Hold	4,191	–	–	0.25%	79
2023 Q1	$1.17M	Sell	4,191 -180	-4%	-$48.2K	0.25%	81
2022 Q4	$1.15M	Hold	4,371	–	–	0.25%	80
2022 Q3	$1.01M	Sell	4,371 -144	-3%	-$36.8K	0.24%	82
2022 Q2	$1.11M	Hold	4,515	–	–	0.24%	82
2022 Q1	$1.12M	Sell	4,515 -510	-10%	-$127K	0.21%	91
2021 Q4	$1.35M	Sell	5,025 -150	-3%	-$37.9K	0.25%	86
2021 Q3	$1.25M	Sell	5,175 -20	-0.4%	-$4.77K	0.26%	83
2021 Q2	$1.2M	Sell	5,195 -50	-1%	-$11.6K	0.25%	86
2021 Q1	$1.18M	Buy	5,245 +31	+0.6%	+$6.63K	0.26%	87
2020 Q4	$1.12M	Buy	5,214 +190	+4%	+$41.3K	0.27%	86
2020 Q3	$1.1M	Sell	5,024 -30	-0.6%	-$6.16K	0.3%	78
2020 Q2	$932K	Buy	5,054 +20	+0.4%	+$3.67K	0.28%	82
2020 Q1	$832K	Hold	5,034	–	–	0.28%	83
2019 Q4	$994K	Sell	5,034 -70	-1%	-$13.9K	0.27%	96
2019 Q3	$1.09M	Sell	5,104 -206	-4%	-$44.2K	0.33%	88
2019 Q2	$1.1M	Hold	5,310	–	–	0.34%	84
2019 Q1	$1.01M	Sell	5,310 -120	-2%	-$21.8K	0.56%	57
2018 Q4	$964K	Sell	5,430 -120	-2%	-$21.3K	0.61%	53
2018 Q3	$928K	Hold	5,550	–	–	0.51%	61
2018 Q2	$869K	Hold	5,550	–	–	0.51%	62
2018 Q1	$867K	Hold	5,550	–	–	0.52%	62
2017 Q4	$955K	Hold	5,550	–	–	0.58%	53
2017 Q3	$869K	Hold	5,550	–	–	0.58%	53
2017 Q2	$850K	Sell	5,550 -100	-2%	-$14.5K	0.6%	53
2017 Q1	$732K	Hold	5,650	–	–	0.54%	58
2016 Q4	$687K	Hold	5,650	–	–	0.55%	54
2016 Q3	$651K	Sell	5,650 -150	-3%	-$17.8K	0.54%	58
2016 Q2	$697K	Hold	5,800	–	–	0.61%	51
2016 Q1	$728K	Sell	5,800 -100	-2%	-$11.9K	0.67%	46
2015 Q4	$697K	Hold	5,900	–	–	0.61%	54
2015 Q3	$581K	Sell	5,900 -154	-3%	-$15K	0.54%	65
2015 Q2	$575K	Sell	6,054 -198	-3%	-$19.2K	0.48%	69
2015 Q1	$609K	Sell	6,252 -99	-2%	-$9.39K	0.53%	65
2014 Q4	$595K	Buy	+6,351	New	+$595K	0.57%	58

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

Mengis Capital Management's MCD Position: Q1 2026 in Review

Mengis Capital Management reduced its McDonald's (MCD) stake by 0.1% in Q1 2026, selling an estimated $1.27K and leaving 4,180 shares worth $1.3M. The position accounts for 0.22% of the portfolio, ranked #98.

Mengis Capital Management first reported a position in MCD in Q4 2014 and has held it in 46 quarters since. The position peaked at $1.39M in Q1 2025. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Mengis Capital Management held 4,180 shares of McDonald's worth $1.3M as of Q1 2026.
Mengis Capital Management sold 4 McDonald's shares in Q1 2026, an estimated $1.27K.
McDonald's made up 0.22% of Mengis Capital Management's portfolio in Q1 2026, its #98 holding.
Mengis Capital Management first reported a position in McDonald's in Q4 2014 and has held it in 46 quarters since.
Mengis Capital Management's McDonald's position peaked at $1.39M in Q1 2025.
3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Mengis Capital Management's 13F filing for Q1 2026, filed 12 May 2026.