MCC
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Money Concepts Capital’s McDonald's MCD Stock Holding History

Money Concepts Capital’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 		$6.85M Sell
22,027
-3,606
-14% -$1.15M 0.38% 60
2025
Q4 		$7.83M Buy
25,633
+1,135
+5% +$348K 0.44% 44
2025
Q3 		$7.44M Buy
24,498
+1,235
+5% +$376K 0.46% 40
2025
Q2 		$6.8M Buy
23,263
+595
+3% +$183K 0.45% 46
2025
Q1 		$7.08M Buy
22,668
+974
+4% +$291K 0.53% 39
2024
Q4 		$6.29M Sell
21,694
-296
-1% -$88.3K 0.47% 46
2024
Q3 		$6.7M Sell
21,990
-230
-1% -$63.4K 0.51% 42
2024
Q2 		$5.66M Sell
22,220
-94
-0.4% -$24.9K 0.48% 52
2024
Q1 		$6.29M Buy
22,314
+507
+2% +$147K 0.58% 47
2023
Q4 		$6.47M Sell
21,807
-298
-1% -$81.1K 0.6% 47
2023
Q3 		$5.83M Sell
22,105
-3,933
-15% -$1.12M 0.61% 50
2023
Q2 		$7.77M Sell
26,038
-228,500
-90% -$66.4M 0.79% 35
2023
Q1 		$72.3M Buy
254,538
+111,202
+78% +$29.8M 4.03% 1
2022
Q4 		$37.8M Buy
143,336
+15,270
+12% +$4.03M 1.69% 6
2022
Q3 		$29.6M Buy
128,066
+97,643
+321% +$25M 1.74% 7
2022
Q2 		$7.7M Sell
30,423
-11,512
-27% -$2.84M 0.68% 30
2022
Q1 		$10.4M Buy
41,935
+16,624
+66% +$4.14M 0.58% 33
2021
Q4 		$6.79M Buy
+25,311
New +$6.39M 0.57% 37
2021
Q1 		$5.59M Buy
24,936
+861
+4% +$184K 0.45% 60
2020
Q4 		$5.17M Buy
+24,075
New +$5.24M 0.48% 57

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

Money Concepts Capital's MCD Position: Q1 2026 in Review

Money Concepts Capital reduced its McDonald's (MCD) stake by 14% in Q1 2026, selling an estimated $1.15M and leaving 22,027 shares worth $6.85M. The position accounts for 0.38% of the portfolio, ranked #60.

Money Concepts Capital first reported a position in MCD in Q4 2020 and has held it in 20 quarters since. The position peaked at $72.3M in Q1 2023. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Money Concepts Capital held 22,027 shares of McDonald's worth $6.85M as of Q1 2026.
  • Money Concepts Capital sold 3,606 McDonald's shares in Q1 2026, an estimated $1.15M.
  • McDonald's made up 0.38% of Money Concepts Capital's portfolio in Q1 2026, its #60 holding.
  • Money Concepts Capital first reported a position in McDonald's in Q4 2020 and has held it in 20 quarters since.
  • Money Concepts Capital's McDonald's position peaked at $72.3M in Q1 2023.
  • 3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Money Concepts Capital's 13F filing for Q1 2026, filed 30 Apr 2026.