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Middleton & Co’s McDonald's MCD Stock Holding History

Middleton & Co’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 		$232K Hold
746
– – 0.03% 154
2025
Q4 		$228K Hold
746
– – 0.02% 156
2025
Q3 		$227K Hold
746
– – 0.02% 158
2025
Q2 		$218K Sell
746
-50
-6% -$15.4K 0.02% 155
2025
Q1 		$249K Sell
796
-70
-8% -$20.9K 0.03% 141
2024
Q4 		$251K Buy
866
+30
+4% +$8.95K 0.03% 142
2024
Q3 		$255K Hold
836
– – 0.03% 144
2024
Q2 		$213K Hold
836
– – 0.02% 158
2024
Q1 		$236K Sell
836
-40
-5% -$11.6K 0.03% 153
2023
Q4 		$260K Sell
876
-55
-6% -$15K 0.03% 135
2023
Q3 		$245K Hold
931
– – 0.03% 133
2023
Q2 		$278K Hold
931
– – 0.04% 133
2023
Q1 		$260K Hold
931
– – 0.04% 138
2022
Q4 		$245K Hold
931
– – 0.04% 145
2022
Q3 		$215K Sell
931
-200
-18% -$51.1K 0.03% 141
2022
Q2 		$279K Sell
1,131
-70
-6% -$17.2K 0.04% 139
2022
Q1 		$297K Sell
1,201
-12
-1% -$2.99K 0.03% 141
2021
Q4 		$325K Buy
1,213
+200
+20% +$50.5K 0.03% 139
2021
Q3 		$244K Sell
1,013
-15
-1% -$3.58K 0.03% 145
2021
Q2 		$237K Buy
1,028
+10
+1% +$2.33K 0.03% 146
2021
Q1 		$228K Sell
1,018
-525
-34% -$112K 0.03% 146
2020
Q4 		$331K Hold
1,543
– – 0.04% 128
2020
Q3 		$339K Sell
1,543
-57
-4% -$11.7K 0.04% 117
2020
Q2 		$295K Hold
1,600
– – 0.04% 127
2020
Q1 		$265K Sell
1,600
-35
-2% -$6.9K 0.05% 128
2019
Q4 		$323K Sell
1,635
-226
-12% -$44.8K 0.05% 123
2019
Q3 		$400K Sell
1,861
-171
-8% -$36.7K 0.06% 120
2019
Q2 		$422K Sell
2,032
-170
-8% -$33.7K 0.07% 115
2019
Q1 		$418K Hold
2,202
– – 0.07% 112
2018
Q4 		$391K Sell
2,202
-233
-10% -$41.3K 0.07% 114
2018
Q3 		$407K Buy
2,435
+100
+4% +$16K 0.06% 127
2018
Q2 		$366K Buy
2,335
+265
+13% +$43K 0.06% 132
2018
Q1 		$324K Buy
2,070
+185
+10% +$30.4K 0.06% 135
2017
Q4 		$324K Sell
1,885
-25
-1% -$4.2K 0.05% 144
2017
Q3 		$299K Buy
1,910
+34
+2% +$5.33K 0.05% 149
2017
Q2 		$287K Sell
1,876
-50
-3% -$7.23K 0.06% 133
2017
Q1 		$250K Sell
1,926
-2,798
-59% -$351K 0.05% 143
2016
Q4 		$575K Sell
4,724
-1,453
-24% -$170K 0.13% 112
2016
Q3 		$713K Sell
6,177
-412
-6% -$48.8K 0.16% 99
2016
Q2 		$793K Sell
6,589
-25
-0.4% -$3.13K 0.18% 90
2016
Q1 		$831K Sell
6,614
-204
-3% -$24.4K 0.19% 87
2015
Q4 		$805K Sell
6,818
-139
-2% -$15.5K 0.18% 87
2015
Q3 		$685K Buy
6,957
+1,000
+17% +$97.4K 0.16% 96
2015
Q2 		$566K Buy
5,957
+21
+0.4% +$2.03K 0.12% 114
2015
Q1 		$578K Buy
5,936
+410
+7% +$38.9K 0.13% 116
2014
Q4 		$518K Sell
5,526
-896
-14% -$83.9K 0.12% 118
2014
Q3 		$609K Sell
6,422
-680
-10% -$64.9K 0.14% 107
2014
Q2 		$715K Sell
7,102
-590
-8% -$59.6K 0.16% 104
2014
Q1 		$754K Sell
7,692
-1,240
-14% -$119K 0.18% 97
2013
Q4 		$867K Sell
8,932
-150
-2% -$14.4K 0.23% 79
2013
Q3 		$874K Buy
9,082
+5,630
+163% +$550K 0.23% 84
2013
Q2 		$342K Buy
+3,452
New +$346K 0.1% 116

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 $147M AUM 25.76% 1-Year Est. Return

Middleton & Co's MCD Position: Q1 2026 in Review

Middleton & Co held its McDonald's (MCD) position steady in Q1 2026 at 746 shares worth $232K. The position accounts for 0.03% of the portfolio, ranked #154.

Middleton & Co first reported a position in MCD in Q2 2013 and has held it in 52 quarters since. The position peaked at $874K in Q3 2013. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Middleton & Co held 746 shares of McDonald's worth $232K as of Q1 2026.
  • Middleton & Co left its McDonald's share count unchanged in Q1 2026.
  • McDonald's made up 0.03% of Middleton & Co's portfolio in Q1 2026, its #154 holding.
  • Middleton & Co first reported a position in McDonald's in Q2 2013 and has held it in 52 quarters since.
  • Middleton & Co's McDonald's position peaked at $874K in Q3 2013.
  • 3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Middleton & Co's 13F filing for Q1 2026, filed 8 May 2026.