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MONECO Advisors’s McDonald's MCD Stock Holding History

MONECO 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 		$1.67M Buy
5,365
+10
+0.2% +$3.19K 0.13% 155
2025
Q4 		$1.64M Buy
5,355
+62
+1% +$19K 0.13% 156
2025
Q3 		$1.61M Sell
5,293
-28
-0.5% -$8.52K 0.13% 151
2025
Q2 		$1.55M Buy
5,321
+397
+8% +$122K 0.14% 151
2025
Q1 		$1.54M Buy
4,924
+20
+0.4% +$5.98K 0.16% 139
2024
Q4 		$1.42M Buy
4,904
+371
+8% +$111K 0.15% 144
2024
Q3 		$1.38M Buy
4,533
+668
+17% +$184K 0.17% 130
2024
Q2 		$985K Buy
3,865
+118
+3% +$31.3K 0.14% 147
2024
Q1 		$1.06M Sell
3,747
-177
-5% -$51.5K 0.17% 144
2023
Q4 		$1.16M Buy
3,924
+927
+31% +$252K 0.22% 120
2023
Q3 		$789K Buy
2,997
+60
+2% +$17.1K 0.21% 120
2023
Q2 		$877K Sell
2,937
-15
-0.5% -$4.36K 0.24% 107
2023
Q1 		$825K Buy
2,952
+1,002
+51% +$268K 0.24% 106
2022
Q4 		$514K Buy
1,950
+88
+5% +$23.2K 0.19% 131
2022
Q3 		$430K Buy
1,862
+17
+0.9% +$4.34K 0.17% 137
2022
Q2 		$455K Buy
1,845
+396
+27% +$97.5K 0.18% 130
2022
Q1 		$358K Sell
1,449
-69
-5% -$17.2K 0.13% 156
2021
Q4 		$396K Buy
1,518
+81
+6% +$20.5K 0.15% 144
2021
Q3 		$346K Buy
1,437
+33
+2% +$7.88K 0.14% 160
2021
Q2 		$324K Buy
1,404
+1
+0.1% +$233 0.15% 149
2021
Q1 		$315K Buy
1,403
+370
+36% +$79.1K 0.15% 143
2020
Q4 		$219K Sell
1,033
-16
-2% -$3.48K 0.12% 164
2020
Q3 		$230K Buy
+1,049
New +$215K 0.15% 132

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 $137B AUM 18.02% 1-Year Est. Return

MONECO Advisors's MCD Position: Q1 2026 in Review

MONECO Advisors increased its McDonald's (MCD) stake by 0.19% in Q1 2026, buying an estimated $3.19K and bringing the position to 5,365 shares worth $1.67M. The position accounts for 0.13% of the portfolio, ranked #155.

MONECO Advisors first reported a position in MCD in Q3 2020 and has held it in 23 quarters since. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • MONECO Advisors held 5,365 shares of McDonald's worth $1.67M as of Q1 2026.
  • MONECO Advisors bought 10 McDonald's shares in Q1 2026, an estimated $3.19K.
  • McDonald's made up 0.13% of MONECO Advisors's portfolio in Q1 2026, its #155 holding.
  • MONECO Advisors first reported a position in McDonald's in Q3 2020 and has held it in 23 quarters since.
  • 3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on MONECO Advisors's 13F filing for Q1 2026, filed 8 May 2026.