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

Mystic 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 		$4.28M Sell
13,774
-147
-1% -$46.8K 0.99% 27
2025
Q4 		$4.25M Sell
13,921
-1,074
-7% -$329K 0.96% 26
2025
Q3 		$4.56M Buy
14,995
+85
+0.6% +$25.9K 1.03% 24
2025
Q2 		$4.36M Sell
14,910
-3
-0% -$925 1.05% 21
2025
Q1 		$4.66M Buy
14,913
+55
+0.4% +$16.5K 1.23% 20
2024
Q4 		$4.31M Buy
14,858
+10,196
+219% +$3.04M 1.16% 18
2024
Q3 		$1.42M Sell
4,662
-128
-3% -$35.3K 0.54% 63
2024
Q2 		$1.22M Buy
4,790
+111
+2% +$29.4K 0.49% 63
2024
Q1 		$1.32M Buy
4,679
+500
+12% +$145K 0.55% 63
2023
Q4 		$1.24M Buy
4,179
+230
+6% +$62.6K 0.59% 56
2023
Q3 		$1.04M Sell
3,949
-320
-7% -$91.3K 0.58% 55
2023
Q2 		$1.27M Sell
4,269
-70
-2% -$20.3K 0.68% 46
2023
Q1 		$1.21M Sell
4,339
-210
-5% -$56.3K 0.67% 51
2022
Q4 		$1.2M Sell
4,549
-20
-0.4% -$5.28K 0.68% 51
2022
Q3 		$1.05M Buy
4,569
+50
+1% +$12.8K 0.68% 51
2022
Q2 		$1.11M Buy
4,519
+160
+4% +$39.4K 0.68% 53
2022
Q1 		$1.08M Sell
4,359
-45
-1% -$11.2K 0.58% 61
2021
Q4 		$1.18M Buy
+4,404
New +$1.11M 0.56% 56

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

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

Mystic Asset Management reduced its McDonald's (MCD) stake by 1.1% in Q1 2026, selling an estimated $46.8K and leaving 13,774 shares worth $4.28M. The position accounts for 0.99% of the portfolio, ranked #27.

Mystic Asset Management first reported a position in MCD in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.66M in Q1 2025. 3,564 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Mystic Asset Management held 13,774 shares of McDonald's worth $4.28M as of Q1 2026.
  • Mystic Asset Management sold 147 McDonald's shares in Q1 2026, an estimated $46.8K.
  • McDonald's made up 0.99% of Mystic Asset Management's portfolio in Q1 2026, its #27 holding.
  • Mystic Asset Management first reported a position in McDonald's in Q4 2021 and has held it in 18 quarters since.
  • Mystic Asset Management's McDonald's position peaked at $4.66M in Q1 2025.
  • 3,564 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Mystic Asset Management's 13F filing for Q1 2026, filed 8 May 2026.