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Moneta Group Investment Advisors’s McDonald's MCD Stock Holding History

Moneta Group Investment 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 		$8.11M Sell
26,079
-687
-3% -$219K 0.06% 120
2025
Q4 		$8.18M Sell
26,766
-41
-0.2% -$12.6K 0.06% 121
2025
Q3 		$8.15M Buy
26,807
+198
+0.7% +$60.3K 0.06% 120
2025
Q2 		$7.77M Buy
26,609
+824
+3% +$254K 0.09% 111
2025
Q1 		$8.05M Sell
25,785
-126
-0.5% -$37.7K 0.11% 105
2024
Q4 		$7.51M Buy
25,911
+1,292
+5% +$385K 0.11% 110
2024
Q3 		$7.5M Buy
24,619
+436
+2% +$120K 0.11% 105
2024
Q2 		$6.16M Sell
24,183
-1,142
-5% -$303K 0.1% 109
2024
Q1 		$7.14M Buy
25,325
+4,354
+21% +$1.27M 0.12% 100
2023
Q4 		$6.22M Sell
20,971
-562
-3% -$153K 0.12% 93
2023
Q3 		$5.67M Buy
21,533
+889
+4% +$254K 0.13% 92
2023
Q2 		$6.16M Buy
20,644
+762
+4% +$221K 0.14% 88
2023
Q1 		$5.56M Buy
19,882
+2,363
+13% +$633K 0.13% 95
2022
Q4 		$4.68M Sell
17,519
-553
-3% -$146K 0.13% 98
2022
Q3 		$4.17M Sell
18,072
-192
-1% -$49.1K 0.16% 93
2022
Q2 		$4.51M Buy
18,264
+3,778
+26% +$930K 0.15% 97
2022
Q1 		$3.58M Sell
14,486
-607
-4% -$151K 0.14% 95
2021
Q4 		$4.05M Buy
15,093
+859
+6% +$217K 0.16% 93
2021
Q3 		$3.43M Sell
14,234
-251
-2% -$59.9K 0.16% 96
2021
Q2 		$3.35M Buy
14,485
+605
+4% +$141K 0.15% 102
2021
Q1 		$3.11M Buy
13,880
+6,554
+89% +$1.4M 0.16% 99
2020
Q4 		$1.57M Buy
7,326
+4,747
+184% +$1.03M 0.11% 114
2020
Q3 		$566K Buy
2,579
+682
+36% +$140K 0.05% 155
2020
Q2 		$350K Buy
1,897
+488
+35% +$89.5K 0.03% 197
2020
Q1 		$233K Buy
1,409
+53
+4% +$10.4K 0.02% 211
2019
Q4 		$268K Sell
1,356
-283
-17% -$56.1K 0.02% 215
2019
Q3 		$352K Buy
+1,639
New +$351K 0.03% 197
2019
Q2 		– Sell
-858
Closed -$163K – 266
2019
Q1 		$163K Sell
858
-1,823
-68% -$331K 0.02% 211
2018
Q4 		$476K Sell
2,681
-1,855
-41% -$329K 0.06% 140
2018
Q3 		$759K Buy
4,536
+445
+11% +$71.3K 0.08% 118
2018
Q2 		$641K Buy
4,091
+3,709
+971% +$601K 0.07% 150
2018
Q1 		$60K Sell
382
-426
-53% -$70.1K 0.01% 306
2017
Q4 		$139K Buy
+808
New +$136K 0.02% 220
2017
Q3 		– Sell
-2,623
Closed -$402K – 206
2017
Q2 		$402K Buy
2,623
+1,046
+66% +$151K 0.07% 140
2017
Q1 		$204K Sell
1,577
-399
-20% -$50.1K 0.04% 156
2016
Q4 		$241K Buy
+1,976
New +$232K 0.05% 145
2016
Q3 		– Sell
-3,412
Closed -$411K – 150
2016
Q2 		$411K Buy
3,412
+1,065
+45% +$133K 0.09% 121
2016
Q1 		$295K Buy
+2,347
New +$280K 0.07% 133
2015
Q4 		– Sell
-2,532
Closed -$249K – 303
2015
Q3 		$249K Hold
2,532
– – 0.07% 115
2015
Q2 		$241K Sell
2,532
-500
-16% -$48.4K 0.07% 115
2015
Q1 		$295K Hold
3,032
– – 0.13% 120
2014
Q4 		$284K Hold
3,032
– – 0.14% 118
2014
Q3 		$287K Hold
3,032
– – 0.15% 113
2014
Q2 		$305K Buy
3,032
+2
+0.1% +$202 0.16% 103
2014
Q1 		$297K Hold
3,030
– – 0.18% 92
2013
Q4 		$294K Hold
3,030
– – 0.18% 93
2013
Q3 		$292K Buy
3,030
+400
+15% +$39K 0.19% 90
2013
Q2 		$260K Buy
+2,630
New +$263K 0.18% 92

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

Moneta Group Investment Advisors's MCD Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its McDonald's (MCD) stake by 2.6% in Q1 2026, selling an estimated $219K and leaving 26,079 shares worth $8.11M. The position accounts for 0.06% of the portfolio, ranked #120.

Moneta Group Investment Advisors first reported a position in MCD in Q2 2013 and has held it in 48 quarters since. The position peaked at $8.18M in Q4 2025. 3,566 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Moneta Group Investment Advisors held 26,079 shares of McDonald's worth $8.11M as of Q1 2026.
  • Moneta Group Investment Advisors sold 687 McDonald's shares in Q1 2026, an estimated $219K.
  • McDonald's made up 0.06% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #120 holding.
  • Moneta Group Investment Advisors first reported a position in McDonald's in Q2 2013 and has held it in 48 quarters since.
  • Moneta Group Investment Advisors's McDonald's position peaked at $8.18M in Q4 2025.
  • 3,566 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.