Moors & Cabot’s McDonald's MCD Stock Holding History

Moors & Cabot’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
2024 Q2	–	Sell	-500	Closed	-$4.67K	–	909
2024 Q1	$4.67K	Buy	+500	New	+$145K	﹤0.01%	895
2021 Q4	–	Sell	-3,000	Closed	-$5K	–	943
2021 Q3	$5K	Buy	3,000 +1,000	+50%	+$239K	﹤0.01%	837
2021 Q2	$6K	Sell	2,000 -1,300	-39%	-$303K	﹤0.01%	817
2021 Q1	$17K	Buy	+3,300	New	+$706K	﹤0.01%	750
2016 Q2	–	Sell	-1,000	Closed	-$22K	–	538
2016 Q1	$22K	Hold	1,000	–	–	﹤0.01%	506
2015 Q4	$17K	Buy	+1,000	New	+$112K	﹤0.01%	500

Other funds holding MCD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Moors & Cabot's MCD Position: Q1 2026 in Review

Moors & Cabot reduced its McDonald's (MCD) stake by 3.7% in Q1 2026, selling an estimated $167K and leaving 13,620 shares worth $4.23M. The position accounts for 0.18% of the portfolio, ranked #117.

Moors & Cabot first reported a position in MCD in Q1 2014 and has held it in 49 quarters since. The position peaked at $5.05M in Q3 2024. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Moors & Cabot held 13,620 shares of McDonald's worth $4.23M as of Q1 2026.
Moors & Cabot sold 523 McDonald's shares in Q1 2026, an estimated $167K.
McDonald's made up 0.18% of Moors & Cabot's portfolio in Q1 2026, its #117 holding.
Moors & Cabot first reported a position in McDonald's in Q1 2014 and has held it in 49 quarters since.
Moors & Cabot's McDonald's position peaked at $5.05M in Q3 2024.
3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Moors & Cabot's 13F filing for Q1 2026, filed 8 May 2026.