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Montag & Associates’s McDonald's MCD Stock Holding History

Montag & Associates’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 		$8.24M Buy
26,506
+2,807
+12% +$894K 0.38% 61
2025
Q4 		$7.24M Buy
23,699
+560
+2% +$172K 0.33% 66
2025
Q3 		$7.03M Sell
23,139
-630
-3% -$192K 0.32% 72
2025
Q2 		$6.94M Sell
23,769
-799
-3% -$246K 0.34% 70
2025
Q1 		$7.67M Sell
24,568
-58
-0.2% -$17.3K 0.38% 64
2024
Q4 		$7.14M Sell
24,626
-1,277
-5% -$381K 0.34% 66
2024
Q3 		$7.89M Sell
25,903
-97
-0.4% -$26.7K 0.37% 68
2024
Q2 		$6.63M Sell
26,000
-229
-0.9% -$60.8K 0.33% 71
2024
Q1 		$7.4M Sell
26,229
-271
-1% -$78.8K 0.37% 67
2023
Q4 		$7.86M Sell
26,500
-120
-0.5% -$32.7K 0.44% 57
2023
Q3 		$7.01M Sell
26,620
-250
-0.9% -$71.3K 0.44% 59
2023
Q2 		$8.02M Sell
26,870
-3,320
-11% -$965K 0.49% 52
2023
Q1 		$8.44M Sell
30,190
-205
-0.7% -$54.9K 0.55% 47
2022
Q4 		$8.01M Sell
30,395
-133
-0.4% -$35.1K 0.54% 51
2022
Q3 		$7.04M Sell
30,528
-175
-0.6% -$44.7K 0.49% 52
2022
Q2 		$7.58M Buy
30,703
+119
+0.4% +$29.3K 0.49% 50
2022
Q1 		$7.56M Sell
30,584
-1,872
-6% -$466K 0.4% 64
2021
Q4 		$8.7M Sell
32,456
-251
-0.8% -$63.4K 0.43% 61
2021
Q3 		$7.89M Sell
32,707
-5,533
-14% -$1.32M 0.42% 58
2021
Q2 		$8.83M Sell
38,240
-1,174
-3% -$273K 0.47% 56
2021
Q1 		$8.83M Sell
39,414
-7,123
-15% -$1.52M 0.5% 56
2020
Q4 		$9.99M Sell
46,537
-861
-2% -$187K 0.61% 46
2020
Q3 		$10.4M Sell
47,398
-7,283
-13% -$1.5M 0.84% 30
2020
Q2 		$10.1M Sell
54,681
-7,701
-12% -$1.41M 0.88% 26
2020
Q1 		$10.3M Buy
62,382
+49,215
+374% +$9.7M 1.03% 22
2019
Q4 		$2.6M Sell
13,167
-102
-0.8% -$20.2K 0.21% 109
2019
Q3 		$2.85M Sell
13,269
-34
-0.3% -$7.29K 0.25% 96
2019
Q2 		$2.76M Sell
13,303
-158
-1% -$31.3K 0.25% 96
2019
Q1 		$2.56M Sell
13,461
-799
-6% -$145K 0.24% 104
2018
Q4 		$2.53M Buy
14,260
+1,040
+8% +$184K 0.27% 85
2018
Q3 		$2.21M Buy
13,220
+4,103
+45% +$658K 0.19% 118
2018
Q2 		$1.43M Buy
9,117
+290
+3% +$47K 0.15% 139
2018
Q1 		$1.38M Sell
8,827
-3,905
-31% -$642K 0.14% 150
2017
Q4 		$2.19M Buy
12,732
+4,580
+56% +$769K 0.21% 123
2017
Q3 		$1.28M Buy
8,152
+25
+0.3% +$3.92K 0.14% 141
2017
Q2 		$1.25M Hold
8,127
– – 0.14% 134
2017
Q1 		$1.05M Sell
8,127
-631
-7% -$79.2K 0.12% 144
2016
Q4 		$1.07M Sell
8,758
-100
-1% -$11.7K 0.13% 135
2016
Q3 		$1.02M Buy
8,858
+472
+6% +$55.9K 0.13% 142
2016
Q2 		$1.01M Buy
8,386
+109
+1% +$13.7K 0.13% 137
2016
Q1 		$1.04M Buy
8,277
+2,100
+34% +$251K 0.15% 128
2015
Q4 		$730K Buy
6,177
+260
+4% +$29.1K 0.11% 144
2015
Q3 		$583K Buy
5,917
+140
+2% +$13.6K 0.09% 155
2015
Q2 		$549K Hold
5,777
– – 0.08% 170
2015
Q1 		$563K Sell
5,777
-584
-9% -$55.4K 0.08% 176
2014
Q4 		$596K Buy
6,361
+1,134
+22% +$106K 0.09% 165
2014
Q3 		$496K Sell
5,227
-3,535
-40% -$337K 0.08% 173
2014
Q2 		$883K Hold
8,762
– – 0.14% 149
2014
Q1 		$859K Buy
8,762
+2,600
+42% +$249K 0.15% 140
2013
Q4 		$598K Buy
6,162
+1,400
+29% +$135K 0.1% 150
2013
Q3 		$458K Sell
4,762
-14,700
-76% -$1.44M 0.09% 158
2013
Q2 		$1.93M Buy
+19,462
New +$1.95M 0.39% 87

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

Montag & Associates's MCD Position: Q1 2026 in Review

Montag & Associates increased its McDonald's (MCD) stake by 12% in Q1 2026, buying an estimated $894K and bringing the position to 26,506 shares worth $8.24M. The position accounts for 0.38% of the portfolio, ranked #61.

Montag & Associates first reported a position in MCD in Q2 2013 and has held it in 52 quarters since. The position peaked at $10.4M in Q3 2020. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Montag & Associates held 26,506 shares of McDonald's worth $8.24M as of Q1 2026.
  • Montag & Associates bought 2,807 McDonald's shares in Q1 2026, an estimated $894K.
  • McDonald's made up 0.38% of Montag & Associates's portfolio in Q1 2026, its #61 holding.
  • Montag & Associates first reported a position in McDonald's in Q2 2013 and has held it in 52 quarters since.
  • Montag & Associates's McDonald's position peaked at $10.4M in Q3 2020.
  • 3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.