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New England Asset Management’s McDonald's MCD Stock Holding History

New England 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 		$3.35M Buy
10,789
+292
+3% +$93K 0.43% 66
2025
Q4 		$3.21M Buy
10,497
+305
+3% +$93.4K 0.42% 64
2025
Q3 		$3.1M Buy
10,192
+60
+0.6% +$18.3K 0.4% 70
2025
Q2 		$2.96M Buy
10,132
+45
+0.4% +$13.9K 0.46% 66
2025
Q1 		$3.15M Buy
10,087
+55
+0.5% +$16.5K 0.51% 66
2024
Q4 		$2.91M Sell
10,032
-1,300
-11% -$388K 0.5% 68
2024
Q3 		$3.45M Sell
11,332
-5
-0% -$1.38K 0.54% 62
2024
Q2 		$2.89M Sell
11,337
-180
-2% -$47.8K 0.48% 64
2024
Q1 		$3.25M Sell
11,517
-5,690
-33% -$1.65M 0.5% 63
2023
Q4 		$5.1M Sell
17,207
-1,600
-9% -$435K 0.82% 44
2023
Q3 		$4.95M Sell
18,807
-300
-2% -$85.6K 0.81% 43
2023
Q2 		$5.7M Sell
19,107
-5,650
-23% -$1.64M 0.83% 42
2023
Q1 		$6.92M Sell
24,757
-6,110
-20% -$1.64M 1.03% 32
2022
Q4 		$8.13M Sell
30,867
-1,329
-4% -$351K 0.15% 30
2022
Q3 		$7.43M Sell
32,196
-5,248
-14% -$1.34M 0.13% 26
2022
Q2 		$9.24M Buy
37,444
+1,102
+3% +$271K 0.16% 23
2022
Q1 		$8.99M Sell
36,342
-200
-0.5% -$49.8K 0.14% 24
2021
Q4 		$9.79M Buy
36,542
+2,200
+6% +$555K 0.15% 23
2021
Q3 		$8.28M Buy
34,342
+1,882
+6% +$449K 0.14% 20
2021
Q2 		$7.5M Buy
32,460
+750
+2% +$175K 0.14% 23
2021
Q1 		$7.11M Buy
31,710
+450
+1% +$96.2K 0.14% 21
2020
Q4 		$6.71M Buy
31,260
+650
+2% +$141K 0.14% 19
2020
Q3 		$6.72M Sell
30,610
-1,300
-4% -$267K 0.16% 18
2020
Q2 		$5.89M Sell
31,910
-2,500
-7% -$458K 0.14% 23
2020
Q1 		$5.69M Buy
34,410
+5,560
+19% +$1.1M 0.14% 25
2019
Q4 		$5.7M Sell
28,850
-200
-0.7% -$39.7K 0.09% 30
2019
Q3 		$6.24M Sell
29,050
-4,200
-13% -$900K 0.12% 23
2019
Q2 		$6.91M Sell
33,250
-400
-1% -$79.2K 0.14% 21
2019
Q1 		$6.39M Buy
33,650
+1,310
+4% +$238K 0.12% 24
2018
Q4 		$5.74M Buy
32,340
+1,200
+4% +$213K 0.12% 23
2018
Q3 		$5.21M Buy
31,140
+190
+0.6% +$30.4K 0.09% 28
2018
Q2 		$4.85M Buy
30,950
+3,200
+12% +$519K 0.09% 25
2018
Q1 		$4.34M Buy
27,750
+2,100
+8% +$345K 0.08% 24
2017
Q4 		$4.41M Buy
25,650
+200
+0.8% +$33.6K 0.09% 26
2017
Q3 		$3.99M Buy
25,450
+100
+0.4% +$15.7K 0.09% 30
2017
Q2 		$3.88M Sell
25,350
-500
-2% -$72.3K 0.12% 26
2017
Q1 		$3.35M Buy
25,850
+4,900
+23% +$615K 0.06% 40
2016
Q4 		$2.55M Buy
20,950
+1,200
+6% +$141K 0.07% 49
2016
Q3 		$2.28M Hold
19,750
– – 0.08% 60
2016
Q2 		$2.38M Buy
19,750
+100
+0.5% +$12.5K 0.09% 53
2016
Q1 		$2.47M Sell
19,650
-3,800
-16% -$454K 0.08% 46
2015
Q4 		$2.77M Sell
23,450
-20,000
-46% -$2.24M 0.07% 42
2015
Q3 		$4.28M Buy
43,450
+235
+0.5% +$22.9K 0.11% 36
2015
Q2 		$4.11M Buy
43,215
+500
+1% +$48.4K 0.1% 33
2015
Q1 		$4.16M Buy
42,715
+2,215
+5% +$210K 0.1% 40
2014
Q4 		$3.79M Hold
40,500
– – 0.09% 41
2014
Q3 		$3.84M Buy
40,500
+4,100
+11% +$391K 0.09% 68
2014
Q2 		$3.67M Sell
36,400
-1,000
-3% -$101K 0.09% 73
2014
Q1 		$3.67M Buy
37,400
+11,100
+42% +$1.06M 0.09% 67
2013
Q4 		$2.55M Sell
26,300
-800
-3% -$76.9K 0.07% 82
2013
Q3 		$2.61M Buy
27,100
+20,100
+287% +$1.96M 0.08% 74
2013
Q2 		$693K Buy
+7,000
New +$701K 0.02% 105

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

New England Asset Management's MCD Position: Q1 2026 in Review

New England Asset Management increased its McDonald's (MCD) stake by 2.8% in Q1 2026, buying an estimated $93K and bringing the position to 10,789 shares worth $3.35M. The position accounts for 0.43% of the portfolio, ranked #66.

New England Asset Management first reported a position in MCD in Q2 2013 and has held it in 52 quarters since. The position peaked at $9.79M in Q4 2021. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • New England Asset Management held 10,789 shares of McDonald's worth $3.35M as of Q1 2026.
  • New England Asset Management bought 292 McDonald's shares in Q1 2026, an estimated $93K.
  • McDonald's made up 0.43% of New England Asset Management's portfolio in Q1 2026, its #66 holding.
  • New England Asset Management first reported a position in McDonald's in Q2 2013 and has held it in 52 quarters since.
  • New England Asset Management's McDonald's position peaked at $9.79M in Q4 2021.
  • 3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on New England Asset Management's 13F filing for Q1 2026, filed 15 May 2026.