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Navellier & Associates’s McDonald's MCD Stock Holding History

Navellier & Associates’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 		$1.43M Sell
4,590
-25
-0.5% -$7.96K 0.15% 123
2025
Q4 		$1.41M Sell
4,615
-1,325
-22% -$406K 0.16% 126
2025
Q3 		$1.81M Buy
5,940
+895
+18% +$272K 0.18% 122
2025
Q2 		$1.47M Hold
5,045
– – 0.18% 115
2025
Q1 		$1.59M Sell
5,045
-1,005
-17% -$301K 0.22% 106
2024
Q4 		$1.75M Buy
6,050
+895
+17% +$267K 0.21% 110
2024
Q3 		$1.57M Sell
5,155
-995
-16% -$274K 0.21% 105
2024
Q2 		$1.57M Sell
6,150
-100
-2% -$26.5K 0.18% 116
2024
Q1 		$1.76M Sell
6,250
-98
-2% -$28.5K 0.22% 110
2023
Q4 		$1.88M Buy
6,348
+845
+15% +$230K 0.28% 96
2023
Q3 		$1.45M Buy
5,503
+2,103
+62% +$600K 0.25% 106
2023
Q2 		$1.01M Buy
3,400
+200
+6% +$58.1K 0.2% 118
2023
Q1 		$895K Hold
3,200
– – 0.19% 125
2022
Q4 		$843K Buy
3,200
+100
+3% +$26.4K 0.17% 118
2022
Q3 		$715K Sell
3,100
-200
-6% -$51.1K 0.16% 130
2022
Q2 		$815K Sell
3,300
-100
-3% -$24.6K 0.17% 130
2022
Q1 		$841K Sell
3,400
-200
-6% -$49.8K 0.14% 136
2021
Q4 		$965K Sell
3,600
-200
-5% -$50.5K 0.14% 141
2021
Q3 		$916K Sell
3,800
-300
-7% -$71.6K 0.14% 145
2021
Q2 		$947K Hold
4,100
– – 0.14% 141
2021
Q1 		$919K Hold
4,100
– – 0.17% 125
2020
Q4 		$880K Hold
4,100
– – 0.16% 121
2020
Q3 		$900K Hold
4,100
– – 0.2% 104
2020
Q2 		$756K Sell
4,100
-200
-5% -$36.7K 0.18% 108
2020
Q1 		$711K Hold
4,300
– – 0.17% 112
2019
Q4 		$850K Sell
4,300
-100
-2% -$19.8K 0.14% 148
2019
Q3 		$945K Hold
4,400
– – 0.16% 134
2019
Q2 		$914K Sell
4,400
-103
-2% -$20.4K 0.14% 140
2019
Q1 		$855K Sell
4,503
-100
-2% -$18.1K 0.13% 134
2018
Q4 		$817K Sell
4,603
-499
-10% -$88.5K 0.14% 117
2018
Q3 		$853K Sell
5,102
-499
-9% -$80K 0.11% 160
2018
Q2 		$878K Sell
5,601
-600
-10% -$97.3K 0.12% 154
2018
Q1 		$970K Buy
6,201
+1
+0% +$165 0.15% 143
2017
Q4 		$1.07M Sell
6,200
-13,000
-68% -$2.18M 0.2% 129
2017
Q3 		$3.01M Sell
19,200
-6,200
-24% -$972K 0.58% 50
2017
Q2 		$3.89M Buy
25,400
+8,200
+48% +$1.19M 0.58% 53
2017
Q1 		$2.23M Sell
17,200
-17,200
-50% -$2.16M 0.32% 97
2016
Q4 		$4.19M Sell
34,400
-3,101
-8% -$364K 0.69% 60
2016
Q3 		$4.33M Sell
37,501
-700
-2% -$82.9K 0.62% 58
2016
Q2 		$4.6M Buy
38,201
+1,500
+4% +$188K 0.69% 48
2016
Q1 		$4.61M Buy
36,701
+400
+1% +$47.8K 0.6% 47
2015
Q4 		$4.29M Sell
36,301
-19
-0.1% -$2.12K 0.47% 45
2015
Q3 		$3.58M Buy
36,320
+1,400
+4% +$136K 0.36% 48
2015
Q2 		$3.32M Buy
34,920
+4,900
+16% +$474K 0.29% 46
2015
Q1 		$2.92M Buy
30,020
+2,700
+10% +$256K 0.27% 49
2014
Q4 		$2.56M Buy
27,320
+3,175
+13% +$297K 0.13% 46
2014
Q3 		$2.29M Buy
24,145
+2,100
+10% +$200K 0.12% 56
2014
Q2 		$2.22M Sell
22,045
-3,500
-14% -$353K 0.1% 59
2014
Q1 		$2.5M Buy
25,545
+56
+0.2% +$5.36K 0.12% 58
2013
Q4 		$2.47M Buy
25,489
+2,345
+10% +$225K 0.11% 46
2013
Q3 		$2.23M Buy
23,144
+1,100
+5% +$107K 0.07% 75
2013
Q2 		$2.18M Buy
+22,044
New +$2.21M 0.1% 65

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 $147M AUM 25.76% 1-Year Est. Return

Navellier & Associates's MCD Position: Q1 2026 in Review

Navellier & Associates reduced its McDonald's (MCD) stake by 0.54% in Q1 2026, selling an estimated $7.96K and leaving 4,590 shares worth $1.43M. The position accounts for 0.15% of the portfolio, ranked #123.

Navellier & Associates first reported a position in MCD in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.61M in Q1 2016. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Navellier & Associates held 4,590 shares of McDonald's worth $1.43M as of Q1 2026.
  • Navellier & Associates sold 25 McDonald's shares in Q1 2026, an estimated $7.96K.
  • McDonald's made up 0.15% of Navellier & Associates's portfolio in Q1 2026, its #123 holding.
  • Navellier & Associates first reported a position in McDonald's in Q2 2013 and has held it in 52 quarters since.
  • Navellier & Associates's McDonald's position peaked at $4.61M in Q1 2016.
  • 3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Navellier & Associates's 13F filing for Q1 2026, filed 7 May 2026.