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Naples Global Advisors’s McDonald's MCD Stock Holding History

Naples Global Advisors’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 		$5.67M Sell
18,245
-171
-0.9% -$54.5K 0.41% 74
2025
Q4 		$5.63M Sell
18,416
-21
-0.1% -$6.43K 0.42% 72
2025
Q3 		$5.6M Sell
18,437
-19
-0.1% -$5.78K 0.44% 70
2025
Q2 		$5.39M Buy
18,456
+132
+0.7% +$40.7K 0.46% 67
2025
Q1 		$5.72M Sell
18,324
-113
-0.6% -$33.8K 0.54% 54
2024
Q4 		$5.34M Buy
18,437
+56
+0.3% +$16.7K 0.5% 57
2024
Q3 		$5.6M Sell
18,381
-89
-0.5% -$24.5K 0.52% 58
2024
Q2 		$4.71M Buy
18,470
+193
+1% +$51.2K 0.47% 62
2024
Q1 		$5.15M Buy
18,277
+147
+0.8% +$42.8K 0.53% 56
2023
Q4 		$5.38M Buy
18,130
+62
+0.3% +$16.9K 0.59% 49
2023
Q3 		$4.76M Sell
18,068
-55
-0.3% -$15.7K 0.58% 50
2023
Q2 		$5.41M Buy
18,123
+249
+1% +$72.3K 0.63% 42
2023
Q1 		$5M Sell
17,874
-255
-1% -$68.3K 0.62% 39
2022
Q4 		$4.78M Sell
18,129
-15
-0.1% -$3.96K 0.61% 43
2022
Q3 		$4.19M Sell
18,144
-115
-0.6% -$29.4K 0.58% 46
2022
Q2 		$4.51M Buy
18,259
+429
+2% +$106K 0.59% 45
2022
Q1 		$4.41M Buy
17,830
+100
+0.6% +$24.9K 0.51% 52
2021
Q4 		$4.75M Buy
17,730
+40
+0.2% +$10.1K 0.55% 48
2021
Q3 		$4.26M Buy
17,690
+400
+2% +$95.5K 0.56% 47
2021
Q2 		$3.99M Buy
17,290
+42
+0.2% +$9.77K 0.56% 47
2021
Q1 		$3.87M Sell
17,248
-90
-0.5% -$19.2K 0.59% 44
2020
Q4 		$3.72M Sell
17,338
-89
-0.5% -$19.4K 0.63% 41
2020
Q3 		$3.83M Buy
17,427
+108
+0.6% +$22.2K 0.75% 28
2020
Q2 		$3.19M Buy
17,319
+405
+2% +$74.3K 0.69% 37
2020
Q1 		$2.8M Buy
16,914
+382
+2% +$75.3K 0.73% 31
2019
Q4 		$3.27M Buy
16,532
+907
+6% +$180K 0.69% 34
2019
Q3 		$3.35M Sell
15,625
-136
-0.9% -$29.2K 0.78% 26
2019
Q2 		$3.27M Buy
15,761
+39
+0.2% +$7.72K 0.8% 28
2019
Q1 		$2.99M Sell
15,722
-200
-1% -$36.3K 0.76% 30
2018
Q4 		$2.89M Buy
15,922
+275
+2% +$48.8K 0.82% 26
2018
Q3 		$2.62M Buy
15,647
+141
+0.9% +$22.6K 0.69% 37
2018
Q2 		$2.43M Sell
15,506
-29
-0.2% -$4.7K 0.68% 38
2018
Q1 		$2.43M Buy
15,535
+217
+1% +$35.7K 0.72% 35
2017
Q4 		$2.64M Buy
15,318
+1,390
+10% +$233K 0.78% 31
2017
Q3 		$2.18M Buy
13,928
+387
+3% +$60.7K 0.73% 33
2017
Q2 		$2.07M Buy
13,541
+1
+0% +$145 0.74% 30
2017
Q1 		$1.75M Sell
13,540
-59
-0.4% -$7.4K 0.63% 37
2016
Q4 		$1.66M Sell
13,599
-99
-0.7% -$11.6K 0.64% 36
2016
Q3 		$1.58M Buy
13,698
+1
+0% +$118 0.62% 42
2016
Q2 		$1.65M Sell
13,697
-174
-1% -$21.8K 0.67% 36
2016
Q1 		$1.74M Sell
13,871
-474
-3% -$56.6K 0.73% 28
2015
Q4 		$1.7M Sell
14,345
-150
-1% -$16.8K 0.82% 24
2015
Q3 		$1.43M Sell
14,495
-81
-0.6% -$7.89K 0.73% 33
2015
Q2 		$1.39M Buy
14,576
+543
+4% +$52.5K 0.67% 33
2015
Q1 		$1.37M Buy
14,033
+114
+0.8% +$10.8K 0.65% 36
2014
Q4 		$1.3M Buy
13,919
+726
+6% +$68K 0.69% 36
2014
Q3 		$1.25M Buy
13,193
+1,086
+9% +$104K 0.74% 29
2014
Q2 		$1.22M Sell
12,107
-24
-0.2% -$2.42K 0.72% 26
2014
Q1 		$1.19M Buy
12,131
+339
+3% +$32.4K 0.73% 22
2013
Q4 		$1.14M Buy
+11,792
New +$1.13M 0.76% 17

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

Naples Global Advisors's MCD Position: Q1 2026 in Review

Naples Global Advisors reduced its McDonald's (MCD) stake by 0.93% in Q1 2026, selling an estimated $54.5K and leaving 18,245 shares worth $5.67M. The position accounts for 0.41% of the portfolio, ranked #74.

Naples Global Advisors first reported a position in MCD in Q4 2013 and has held it in 50 quarters since. The position peaked at $5.72M in Q1 2025. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Naples Global Advisors held 18,245 shares of McDonald's worth $5.67M as of Q1 2026.
  • Naples Global Advisors sold 171 McDonald's shares in Q1 2026, an estimated $54.5K.
  • McDonald's made up 0.41% of Naples Global Advisors's portfolio in Q1 2026, its #74 holding.
  • Naples Global Advisors first reported a position in McDonald's in Q4 2013 and has held it in 50 quarters since.
  • Naples Global Advisors's McDonald's position peaked at $5.72M in Q1 2025.
  • 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Naples Global Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.