Mutual Advisors’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.97M | Buy |
15,997
+1,155
| +8% | +$368K | 0.11% | 190 |
|
|
2025
Q4 | $4.54M | Sell |
14,842
-119
| -0.8% | -$36.4K | 0.1% | 204 |
|
|
2025
Q3 | $4.59M | Buy |
14,961
+777
| +5% | +$236K | 0.1% | 195 |
|
|
2025
Q2 | $4.23M | Buy |
14,184
+100
| +0.7% | +$30.8K | 0.11% | 193 |
|
|
2025
Q1 | $4.46M | Sell |
14,084
-2,989
| -18% | -$894K | 0.13% | 163 |
|
|
2024
Q4 | $4.78M | Sell |
17,073
-3,012
| -15% | -$898K | 0.14% | 144 |
|
|
2024
Q3 | $6.06M | Sell |
20,085
-365
| -2% | -$101K | 0.18% | 106 |
|
|
2024
Q2 | $5.35M | Sell |
20,450
-117
| -0.6% | -$31K | 0.16% | 133 |
|
|
2024
Q1 | $5.8M | Buy |
20,567
+1,072
| +5% | +$312K | 0.19% | 106 |
|
|
2023
Q4 | $5.78M | Buy |
19,495
+694
| +4% | +$189K | 0.2% | 110 |
|
|
2023
Q3 | $4.95M | Buy |
18,801
+1,832
| +11% | +$522K | 0.19% | 108 |
|
|
2023
Q2 | $5.06M | Sell |
16,969
-525
| -3% | -$153K | 0.19% | 106 |
|
|
2023
Q1 | $4.89M | Sell |
17,494
-59
| -0.3% | -$15.8K | 0.2% | 101 |
|
|
2022
Q4 | $4.63M | Buy |
17,553
+1,163
| +7% | +$307K | 0.21% | 102 |
|
|
2022
Q3 | $3.78M | Buy |
16,390
+4,110
| +33% | +$1.05M | 0.19% | 105 |
|
|
2022
Q2 | $3.03M | Buy |
12,280
+1,065
| +9% | +$262K | 0.2% | 113 |
|
|
2022
Q1 | $2.77M | Sell |
11,215
-290
| -3% | -$72.2K | 0.16% | 153 |
|
|
2021
Q4 | $3.08M | Buy |
11,505
+504
| +5% | +$127K | 0.16% | 145 |
|
|
2021
Q3 | $2.65M | Buy |
11,001
+400
| +4% | +$95.5K | 0.16% | 161 |
|
|
2021
Q2 | $2.45M | Buy |
10,601
+1,189
| +13% | +$277K | 0.15% | 176 |
|
|
2021
Q1 | $2.11M | Buy |
9,412
+1,274
| +16% | +$272K | 0.14% | 174 |
|
|
2020
Q4 | $1.75M | Sell |
8,138
-5,480
| -40% | -$1.19M | 0.13% | 188 |
|
|
2020
Q3 | $2.99M | Buy |
13,618
+2,681
| +25% | +$550K | 0.26% | 83 |
|
|
2020
Q2 | $2.02M | Buy |
10,937
+3,392
| +45% | +$622K | 0.2% | 125 |
|
|
2020
Q1 | $1.25M | Buy |
7,545
+680
| +10% | +$134K | 0.17% | 153 |
|
|
2019
Q4 | $1.36M | Buy |
6,865
+752
| +12% | +$149K | 0.14% | 171 |
|
|
2019
Q3 | $1.31M | Sell |
6,113
-207
| -3% | -$44.4K | 0.17% | 145 |
|
|
2019
Q2 | $1.31M | Buy |
6,320
+129
| +2% | +$25.6K | 0.17% | 148 |
|
|
2019
Q1 | $1.18M | Buy |
6,191
+478
| +8% | +$86.7K | 0.17% | 140 |
|
|
2018
Q4 | $1.01M | Buy |
5,713
+64
| +1% | +$11.3K | 0.2% | 126 |
|
|
2018
Q3 | $945K | Buy |
5,649
+146
| +3% | +$23.4K | 0.14% | 177 |
|
|
2018
Q2 | $862K | Buy |
5,503
+637
| +13% | +$103K | 0.2% | 162 |
|
|
2018
Q1 | $761K | Buy |
4,866
+817
| +20% | +$134K | 0.19% | 173 |
|
|
2017
Q4 | $697K | Buy |
+4,049
| New | +$680K | 0.26% | 116 |
|
Other funds holding MCD
VCM
VPM
DAM
Mutual Advisors's MCD Position: Q1 2026 in Review
Mutual Advisors increased its McDonald's (MCD) stake by 7.8% in Q1 2026, buying an estimated $368K and bringing the position to 15,997 shares worth $4.97M. The position accounts for 0.11% of the portfolio, ranked #190.
Mutual Advisors first reported a position in MCD in Q4 2017 and has held it in 34 quarters since. The position peaked at $6.06M in Q3 2024. 3,564 funds tracked by Wall St. Rank hold MCD as of Q1 2026.
- Mutual Advisors held 15,997 shares of McDonald's worth $4.97M as of Q1 2026.
- Mutual Advisors bought 1,155 McDonald's shares in Q1 2026, an estimated $368K.
- McDonald's made up 0.11% of Mutual Advisors's portfolio in Q1 2026, its #190 holding.
- Mutual Advisors first reported a position in McDonald's in Q4 2017 and has held it in 34 quarters since.
- Mutual Advisors's McDonald's position peaked at $6.06M in Q3 2024.
- 3,564 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.
Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.