MA
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Modus Advisors’s McDonald's MCD Stock Holding History

Modus Advisors’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 		$4.25M Buy
13,680
+1,289
+10% +$411K 1.17% 35
2025
Q4 		$3.79M Buy
12,391
+1,514
+14% +$464K 1% 37
2025
Q3 		$3.31M Buy
10,877
+1,271
+13% +$387K 0.9% 40
2025
Q2 		$2.81M Buy
9,606
+140
+1% +$43.2K 0.83% 45
2025
Q1 		$2.96M Buy
9,466
+70
+0.7% +$20.9K 0.97% 37
2024
Q4 		$2.72M Buy
9,396
+36
+0.4% +$10.7K 0.85% 38
2024
Q3 		$2.85M Buy
9,360
+71
+0.8% +$19.6K 0.94% 37
2024
Q2 		$2.37M Sell
9,289
-621
-6% -$165K 0.84% 41
2024
Q1 		$2.79M Buy
9,910
+250
+3% +$72.7K 1.03% 38
2023
Q4 		$2.86M Buy
9,660
+253
+3% +$68.9K 1.16% 36
2023
Q3 		$2.48M Buy
9,407
+246
+3% +$70.2K 1.08% 38
2023
Q2 		$2.73M Buy
9,161
+357
+4% +$104K 1.17% 29
2023
Q1 		$2.46M Buy
8,804
+68
+0.8% +$18.2K 1.13% 35
2022
Q4 		$2.3M Buy
8,736
+207
+2% +$54.6K 1.12% 35
2022
Q3 		$1.97M Buy
8,529
+50
+0.6% +$12.8K 1.04% 34
2022
Q2 		$2.09M Buy
8,479
+243
+3% +$59.8K 1.06% 33
2022
Q1 		$2.04M Buy
8,236
+115
+1% +$28.6K 0.89% 37
2021
Q4 		$2.18M Sell
8,121
-510
-6% -$129K 0.93% 35
2021
Q3 		$2.08M Buy
8,631
+441
+5% +$105K 0.9% 37
2021
Q2 		$1.89M Buy
8,190
+298
+4% +$69.3K 0.8% 40
2021
Q1 		$1.77M Buy
7,892
+553
+8% +$118K 0.82% 41
2020
Q4 		$1.57M Buy
7,339
+541
+8% +$118K 0.81% 41
2020
Q3 		$1.49M Buy
6,798
+1,356
+25% +$278K 0.86% 38
2020
Q2 		$1M Buy
5,442
+1,630
+43% +$299K 0.65% 43
2020
Q1 		$630K Buy
3,812
+291
+8% +$57.3K 0.58% 32
2019
Q4 		$696K Buy
+3,521
New +$698K 0.55% 37

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

Modus Advisors's MCD Position: Q1 2026 in Review

Modus Advisors increased its McDonald's (MCD) stake by 10% in Q1 2026, buying an estimated $411K and bringing the position to 13,680 shares worth $4.25M. The position accounts for 1.17% of the portfolio, ranked #35.

Modus Advisors first reported a position in MCD in Q4 2019 and has held it in 26 quarters since. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Modus Advisors held 13,680 shares of McDonald's worth $4.25M as of Q1 2026.
  • Modus Advisors bought 1,289 McDonald's shares in Q1 2026, an estimated $411K.
  • McDonald's made up 1.17% of Modus Advisors's portfolio in Q1 2026, its #35 holding.
  • Modus Advisors first reported a position in McDonald's in Q4 2019 and has held it in 26 quarters since.
  • 3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Modus Advisors's 13F filing for Q1 2026, filed 4 May 2026.