Meridiem Investment Management’s McDonald's MCD Stock Holding History

Meridiem Investment 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	$412K	Sell	1,327 -123	-8%	-$39.2K	0.01%	30
2025 Q4	$443K	Hold	1,450	–	–	0.01%	30
2025 Q3	$441K	Sell	1,450 -31	-2%	-$9.44K	0.01%	30
2025 Q2	$433K	Hold	1,481	–	–	0.01%	28
2025 Q1	$462K	Hold	1,481	–	–	0.01%	29
2024 Q4	$429K	Sell	1,481 -981	-40%	-$293K	0.01%	31
2024 Q3	$749K	Sell	2,462 -1,500	-38%	-$413K	0.01%	30
2024 Q2	$1.01M	Hold	3,962	–	–	0.02%	28
2024 Q1	$1.12M	Hold	3,962	–	–	0.02%	27
2023 Q4	$1.17M	Hold	3,962	–	–	0.03%	26
2023 Q3	$1.04M	Hold	3,962	–	–	0.03%	29
2023 Q2	$1.18M	Sell	3,962 -93	-2%	-$27K	0.03%	28
2023 Q1	$1.13M	Sell	4,055 -580	-13%	-$155K	0.03%	28
2022 Q4	$1.22M	Hold	4,635	–	–	0.04%	28
2022 Q3	$1.07M	Sell	4,635 -130	-3%	-$33.2K	0.04%	30
2022 Q2	$1.18M	Sell	4,765 -60	-1%	-$14.8K	0.03%	28
2022 Q1	$1.19M	Sell	4,825 -320	-6%	-$79.7K	0.03%	28
2021 Q4	$1.38M	Sell	5,145 -300	-6%	-$75.7K	0.04%	28
2021 Q3	$1.31M	Hold	5,445	–	–	0.04%	30
2021 Q2	$1.26M	Hold	5,445	–	–	0.05%	31
2021 Q1	$1.22M	Buy	5,445 +70	+1%	+$15K	0.05%	30
2020 Q4	$1.15M	Buy	+5,375	New	+$1.17M	0.06%	26

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

Meridiem Investment Management's MCD Position: Q1 2026 in Review

Meridiem Investment Management reduced its McDonald's (MCD) stake by 8.5% in Q1 2026, selling an estimated $39.2K and leaving 1,327 shares worth $412K. The position accounts for 0.01% of the portfolio, ranked #30.

Meridiem Investment Management first reported a position in MCD in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.38M in Q4 2021. 3,564 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Meridiem Investment Management held 1,327 shares of McDonald's worth $412K as of Q1 2026.
Meridiem Investment Management sold 123 McDonald's shares in Q1 2026, an estimated $39.2K.
McDonald's made up 0.01% of Meridiem Investment Management's portfolio in Q1 2026, its #30 holding.
Meridiem Investment Management first reported a position in McDonald's in Q4 2020 and has held it in 22 quarters since.
Meridiem Investment Management's McDonald's position peaked at $1.38M in Q4 2021.
3,564 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

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