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

Miller 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	$513K	Sell	1,652 -1,174	-42%	-$374K	0.05%	70
2025 Q4	$864K	Hold	2,826	–	–	0.08%	57
2025 Q3	$859K	Hold	2,826	–	–	0.09%	66
2025 Q2	$826K	Hold	2,826	–	–	0.09%	69
2025 Q1	$883K	Hold	2,826	–	–	0.1%	65
2024 Q4	$819K	Hold	2,826	–	–	0.09%	66
2024 Q3	$861K	Hold	2,826	–	–	0.09%	68
2024 Q2	$720K	Hold	2,826	–	–	0.09%	72
2024 Q1	$797K	Hold	2,826	–	–	0.1%	73
2023 Q4	$838K	Hold	2,826	–	–	0.12%	69
2023 Q3	$744K	Hold	2,826	–	–	0.12%	67
2023 Q2	$843K	Hold	2,826	–	–	0.13%	65
2023 Q1	$790K	Hold	2,826	–	–	0.13%	63
2022 Q4	$745K	Hold	2,826	–	–	0.13%	63
2022 Q3	$652K	Hold	2,826	–	–	0.14%	58
2022 Q2	$698K	Hold	2,826	–	–	0.14%	55
2022 Q1	$699K	Hold	2,826	–	–	0.11%	59
2021 Q4	$758K	Hold	2,826	–	–	0.11%	60
2021 Q3	$681K	Hold	2,826	–	–	0.12%	56
2021 Q2	$653K	Hold	2,826	–	–	0.11%	56
2021 Q1	$633K	Hold	2,826	–	–	0.12%	56
2020 Q4	$606K	Hold	2,826	–	–	0.11%	57
2020 Q3	$620K	Hold	2,826	–	–	0.15%	49
2020 Q2	$521K	Hold	2,826	–	–	0.15%	49
2020 Q1	$467K	Hold	2,826	–	–	0.15%	50
2019 Q4	$558K	Hold	2,826	–	–	0.12%	53
2019 Q3	$607K	Hold	2,826	–	–	0.14%	52
2019 Q2	$587K	Hold	2,826	–	–	0.13%	53
2019 Q1	$537K	Sell	2,826 -421	-13%	-$76.4K	0.14%	52
2018 Q4	$577K	Hold	3,247	–	–	0.17%	48
2018 Q3	$543K	Hold	3,247	–	–	0.16%	52
2018 Q2	$509K	Sell	3,247 -8	-0.2%	-$1.3K	0.15%	55
2018 Q1	$509K	Sell	3,255 -1,062	-25%	-$175K	0.17%	51
2017 Q4	$743K	Sell	4,317 -15	-0.3%	-$2.52K	0.23%	44
2017 Q3	$679K	Hold	4,332	–	–	0.22%	45
2017 Q2	$663K	Sell	4,332 -6	-0.1%	-$867	0.23%	44
2017 Q1	$562K	Hold	4,338	–	–	0.21%	44
2016 Q4	$528K	Hold	4,338	–	–	0.17%	47
2016 Q3	$500K	Buy	4,338 +2,338	+117%	+$277K	0.18%	47
2016 Q2	$241K	Hold	2,000	–	–	0.09%	62
2016 Q1	$251K	Hold	2,000	–	–	0.11%	59
2015 Q4	$236K	Buy	+2,000	New	+$224K	0.09%	58
2014 Q4	–	Sell	-2,000	Closed	-$190K	–	68
2014 Q3	$190K	Hold	2,000	–	–	0.09%	65
2014 Q2	$201K	Sell	2,000 -800	-29%	-$80.8K	0.09%	72
2014 Q1	$274K	Hold	2,800	–	–	0.15%	62
2013 Q4	$272K	Sell	2,800 -75	-3%	-$7.21K	0.15%	60
2013 Q3	$277K	Sell	2,875 -1,565	-35%	-$153K	0.17%	55
2013 Q2	$440K	Buy	+4,440	New	+$445K	0.31%	46

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

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

Miller Investment Management reduced its McDonald's (MCD) stake by 42% in Q1 2026, selling an estimated $374K and leaving 1,652 shares worth $513K. The position accounts for 0.05% of the portfolio, ranked #70.

Miller Investment Management first reported a position in MCD in Q2 2013 and has held it in 48 quarters since. The position peaked at $883K in Q1 2025. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Miller Investment Management held 1,652 shares of McDonald's worth $513K as of Q1 2026.
Miller Investment Management sold 1,174 McDonald's shares in Q1 2026, an estimated $374K.
McDonald's made up 0.05% of Miller Investment Management's portfolio in Q1 2026, its #70 holding.
Miller Investment Management first reported a position in McDonald's in Q2 2013 and has held it in 48 quarters since.
Miller Investment Management's McDonald's position peaked at $883K in Q1 2025.
3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Miller Investment Management's 13F filing for Q1 2026, filed 8 May 2026.