MAM
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Morse Asset Management’s McDonald's MCD Stock Holding History

Morse Asset Management’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 		$49.7K Sell
160
-40
-20% -$12.7K 0.01% 234
2025
Q4 		$61.1K Sell
200
-150
-43% -$45.9K 0.01% 209
2025
Q3 		$106K Hold
350
– – 0.02% 172
2025
Q2 		$102K Sell
350
-2,700
-89% -$832K 0.02% 177
2025
Q1 		$953K Sell
3,050
-300
-9% -$89.7K 0.24% 80
2024
Q4 		$971K Sell
3,350
-35
-1% -$10.4K 0.22% 85
2024
Q3 		$1.03M Buy
3,385
+385
+13% +$106K 0.22% 88
2024
Q2 		$765K Buy
+3,000
New +$796K 0.19% 100

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

Morse Asset Management's MCD Position: Q1 2026 in Review

Morse Asset Management reduced its McDonald's (MCD) stake by 20% in Q1 2026, selling an estimated $12.7K and leaving 160 shares worth $49.7K. The position accounts for 0.01% of the portfolio, ranked #234.

Morse Asset Management first reported a position in MCD in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.03M in Q3 2024. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Morse Asset Management held 160 shares of McDonald's worth $49.7K as of Q1 2026.
  • Morse Asset Management sold 40 McDonald's shares in Q1 2026, an estimated $12.7K.
  • McDonald's made up 0.01% of Morse Asset Management's portfolio in Q1 2026, its #234 holding.
  • Morse Asset Management first reported a position in McDonald's in Q2 2024 and has held it in 8 quarters since.
  • Morse Asset Management's McDonald's position peaked at $1.03M in Q3 2024.
  • 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Morse Asset Management's 13F filing for Q1 2026, filed 14 May 2026.