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Navalign LLC’s McDonald's MCD Stock Holding History

Navalign LLC’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 		– Sell
-397
Closed -$121K – 328
2025
Q4 		$121K Buy
+397
New +$122K 0.03% 147
2023
Q4 		– Sell
-1,035
Closed -$273K – 143
2023
Q3 		$273K Buy
1,035
+288
+39% +$82.1K 0.1% 121
2023
Q2 		$223K Sell
747
-97
-11% -$28.2K 0.09% 106
2023
Q1 		$236K Sell
844
-27
-3% -$7.23K 0.1% 106
2022
Q4 		$230K Sell
871
-53
-6% -$14K 0.09% 119
2022
Q3 		$213K Sell
924
-81
-8% -$20.7K 0.1% 117
2022
Q2 		$248K Sell
1,005
-61
-6% -$15K 0.11% 114
2022
Q1 		$263K Sell
1,066
-43
-4% -$10.7K 0.11% 111
2021
Q4 		$297K Sell
1,109
-175
-14% -$44.2K 0.12% 109
2021
Q3 		$310K Sell
1,284
-23
-2% -$5.49K 0.13% 105
2021
Q2 		$302K Sell
1,307
-333
-20% -$77.5K 0.13% 107
2021
Q1 		$368K Buy
+1,640
New +$351K 0.16% 100

Other funds holding MCD

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $147M AUM 25.76% 1-Year Est. Return

Navalign LLC's MCD Position: Q1 2026 in Review

Navalign LLC sold out of McDonald's (MCD) in Q1 2026, closing a stake of 397 shares — an estimated $121K sold.

Navalign LLC first reported a position in MCD in Q1 2021 and held it in 12 quarters. The position peaked at $368K in Q1 2021. 3,575 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Navalign LLC reported no remaining McDonald's position as of Q1 2026 after selling out during the quarter.
  • Navalign LLC sold 397 McDonald's shares in Q1 2026, an estimated $121K.
  • Navalign LLC first reported a position in McDonald's in Q1 2021 and held it in 12 quarters.
  • Navalign LLC's McDonald's position peaked at $368K in Q1 2021.
  • 3,575 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Navalign LLC's 13F filing for Q1 2026, filed 29 Apr 2026.