MV Capital Management’s McDonald's MCD Stock Holding History

MV Capital 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	$1.16M	Sell	3,727 -65	-2%	-$20.7K	0.11%	91
2025 Q4	$1.16M	Buy	3,792 +9	+0.2%	+$2.76K	0.11%	90
2025 Q3	$1.15M	Buy	3,783 +1	+0%	+$304	0.11%	94
2025 Q2	$1.1M	Sell	3,782 -7	-0.2%	-$2.16K	0.11%	94
2025 Q1	$1.18M	Sell	3,789 -132	-3%	-$39.5K	0.13%	93
2024 Q4	$1.14M	Sell	3,921 -64	-2%	-$19.1K	0.12%	90
2024 Q3	$1.21M	Buy	3,985 +13	+0.3%	+$3.58K	0.13%	90
2024 Q2	$1.01M	Buy	3,972 +21	+0.5%	+$5.57K	0.11%	88
2024 Q1	$1.11M	Sell	3,951 -16	-0.4%	-$4.65K	0.13%	88
2023 Q4	$1.18M	Buy	3,967 +23	+0.6%	+$6.26K	0.15%	79
2023 Q3	$1.04M	Buy	3,944 +1	+0%	+$285	0.14%	82
2023 Q2	$1.18M	Buy	3,943 +38	+1%	+$11K	0.16%	76
2023 Q1	$1.09M	Buy	3,905 +135	+4%	+$36.2K	0.15%	76
2022 Q4	$994K	Sell	3,770 -15	-0.4%	-$3.96K	0.15%	74
2022 Q3	$873K	Buy	3,785 +138	+4%	+$35.3K	0.15%	76
2022 Q2	$900K	Buy	3,647 +31	+0.9%	+$7.63K	0.15%	78
2022 Q1	$894K	Buy	3,616 +31	+0.9%	+$7.72K	0.13%	86
2021 Q4	$961K	Buy	3,585 +48	+1%	+$12.1K	0.14%	79
2021 Q3	$853K	Buy	3,537 +74	+2%	+$17.7K	0.14%	82
2021 Q2	$800K	Buy	3,463 +102	+3%	+$23.7K	0.14%	84
2021 Q1	$753K	Buy	3,361 +18	+0.5%	+$3.85K	0.14%	81
2020 Q4	$717K	Hold	3,343	–	–	0.14%	78
2020 Q3	$734K	Hold	3,343	–	–	0.15%	70
2020 Q2	$617K	Hold	3,343	–	–	0.15%	64
2020 Q1	$553K	Hold	3,343	–	–	0.14%	55
2019 Q4	$661K	Hold	3,343	–	–	0.14%	64
2019 Q3	$718K	Hold	3,343	–	–	0.16%	58
2019 Q2	$694K	Hold	3,343	–	–	0.16%	58
2019 Q1	$635K	Sell	3,343 -300	-8%	-$54.4K	0.15%	56
2018 Q4	$647K	Hold	3,643	–	–	0.18%	52
2018 Q3	$609K	Hold	3,643	–	–	0.15%	49
2018 Q2	$571K	Sell	3,643 -75	-2%	-$12.2K	0.15%	47
2018 Q1	$581K	Sell	3,718 -60	-2%	-$9.87K	0.15%	48
2017 Q4	$650K	Sell	3,778 -57	-1%	-$9.57K	0.18%	48
2017 Q3	$601K	Sell	3,835 -6	-0.2%	-$940	0.17%	47
2017 Q2	$588K	Sell	3,841 -11	-0.3%	-$1.59K	0.17%	51
2017 Q1	$499K	Hold	3,852	–	–	0.16%	54
2016 Q4	$469K	Buy	3,852 +97	+3%	+$11.4K	0.17%	49
2016 Q3	$433K	Sell	3,755 -94	-2%	-$11.1K	0.16%	50
2016 Q2	$463K	Buy	3,849 +203	+6%	+$25.4K	0.17%	53
2016 Q1	$458K	Hold	3,646	–	–	0.19%	50
2015 Q4	$431K	Hold	3,646	–	–	0.17%	59
2015 Q3	$359K	Hold	3,646	–	–	0.16%	50
2015 Q2	$347K	Hold	3,646	–	–	0.14%	52
2015 Q1	$355K	Sell	3,646 -80	-2%	-$7.59K	0.15%	48
2014 Q4	$349K	Buy	+3,726	New	+$349K	0.16%	46

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

MV Capital Management's MCD Position: Q1 2026 in Review

MV Capital Management reduced its McDonald's (MCD) stake by 1.7% in Q1 2026, selling an estimated $20.7K and leaving 3,727 shares worth $1.16M. The position accounts for 0.11% of the portfolio, ranked #91.

MV Capital Management first reported a position in MCD in Q4 2014 and has held it in 46 quarters since. The position peaked at $1.21M in Q3 2024. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

MV Capital Management held 3,727 shares of McDonald's worth $1.16M as of Q1 2026.
MV Capital Management sold 65 McDonald's shares in Q1 2026, an estimated $20.7K.
McDonald's made up 0.11% of MV Capital Management's portfolio in Q1 2026, its #91 holding.
MV Capital Management first reported a position in McDonald's in Q4 2014 and has held it in 46 quarters since.
MV Capital Management's McDonald's position peaked at $1.21M in Q3 2024.
3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

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