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MCD icon

NewEdge Advisors’s McDonald's MCD Stock Holding History

NewEdge 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 		$81.6M Buy
262,557
+114,529
+77% +$36.5M 0.29% 62
2025
Q4 		$45.2M Buy
148,028
+40,663
+38% +$12.5M 0.16% 125
2025
Q3 		$32.6M Sell
107,365
-16,867
-14% -$5.13M 0.15% 132
2025
Q2 		$36.3M Sell
124,232
-1,231
-1% -$380K 0.19% 110
2025
Q1 		$39.2M Buy
125,463
+534
+0.4% +$160K 0.23% 95
2024
Q4 		$36.2M Buy
124,929
+5,922
+5% +$1.77M 0.22% 97
2024
Q3 		$36.2M Buy
119,007
+1,739
+1% +$479K 0.24% 96
2024
Q2 		$29.9M Sell
117,268
-58,472
-33% -$15.5M 0.22% 99
2024
Q1 		$49.6M Buy
175,740
+88,705
+102% +$25.8M 0.43% 42
2023
Q4 		$25.9M Buy
87,035
+4,320
+5% +$1.18M 0.25% 98
2023
Q3 		$21.8M Buy
82,715
+8,485
+11% +$2.42M 0.24% 101
2023
Q2 		$22.2M Sell
74,230
-4,857
-6% -$1.41M 0.25% 99
2023
Q1 		$22.3M Sell
79,087
-3,213
-4% -$861K 0.28% 89
2022
Q4 		$11M Buy
82,300
+6,265
+8% +$1.65M 0.3% 77
2022
Q3 		$17.5M Buy
76,035
+6,288
+9% +$1.61M 0.29% 89
2022
Q2 		$17.2M Sell
69,747
-77
-0.1% -$19K 0.29% 87
2022
Q1 		$17.3M Buy
69,824
+5,007
+8% +$1.25M 0.28% 88
2021
Q4 		$17.4M Buy
64,817
+24,507
+61% +$6.19M 0.26% 87
2021
Q3 		$9.72M Sell
40,310
-1,847
-4% -$441K 0.24% 96
2021
Q2 		$9.74M Sell
42,157
-716
-2% -$167K 0.26% 86
2021
Q1 		$9.61M Sell
42,873
-73,784
-63% -$15.8M 0.29% 83
2020
Q4 		$25M Buy
116,657
+9,296
+9% +$2.02M 0.82% 22
2020
Q3 		$23.6M Buy
107,361
+68,373
+175% +$14M 0.82% 21
2020
Q2 		$7.19M Sell
38,988
-14,911
-28% -$2.73M 0.28% 85
2020
Q1 		$8.91M Buy
53,899
+6,532
+14% +$1.29M 0.43% 63
2019
Q4 		$9.36M Buy
47,367
+5,720
+14% +$1.13M 0.37% 73
2019
Q3 		$8.83M Buy
41,647
+18,352
+79% +$3.93M 0.39% 71
2019
Q2 		$4.84M Buy
23,295
+21,068
+946% +$4.17M 0.3% 86
2019
Q1 		$4.22M Sell
2,227
-16,607
-88% -$3.01M 0.27% 94
2018
Q4 		$3.34K Sell
18,834
-1,692
-8% -$300K 0.22% 105
2018
Q3 		$3.43M Buy
20,526
+2,273
+12% +$364K 0.26% 98
2018
Q2 		$2.86K Buy
18,253
+737
+4% +$119K 0.26% 95
2018
Q1 		$2.76M Buy
17,516
+2,809
+19% +$462K 0.32% 81
2017
Q4 		$2.56M Buy
14,707
+403
+3% +$67.7K 0.35% 73
2017
Q3 		$2.29M Buy
14,304
+1,491
+12% +$234K 0.36% 71
2017
Q2 		$1.99M Buy
12,813
+1,685
+15% +$244K 0.34% 67
2017
Q1 		$1.45M Sell
11,128
-9
-0.1% -$1.13K 0.33% 78
2016
Q4 		$1.34M Buy
11,137
+4,476
+67% +$525K 0.37% 66
2016
Q3 		$768K Buy
6,661
+2,515
+61% +$298K 0.24% 86
2016
Q2 		$496K Buy
+4,146
New +$519K 0.21% 91
2015
Q4 		– Sell
-9,147
Closed -$902K – 60
2015
Q3 		$902K Sell
9,147
-9
-0.1% -$877 0.97% 37
2015
Q2 		$870K Sell
9,156
-146
-2% -$14.1K 0.74% 40
2015
Q1 		$906K Buy
+9,302
New +$883K 0.65% 38

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

NewEdge Advisors's MCD Position: Q1 2026 in Review

NewEdge Advisors increased its McDonald's (MCD) stake by 77% in Q1 2026, buying an estimated $36.5M and bringing the position to 262,557 shares worth $81.6M. The position accounts for 0.29% of the portfolio, ranked #62.

NewEdge Advisors first reported a position in MCD in Q1 2015 and has held it in 43 quarters since. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • NewEdge Advisors held 262,557 shares of McDonald's worth $81.6M as of Q1 2026.
  • NewEdge Advisors bought 114,529 McDonald's shares in Q1 2026, an estimated $36.5M.
  • McDonald's made up 0.29% of NewEdge Advisors's portfolio in Q1 2026, its #62 holding.
  • NewEdge Advisors first reported a position in McDonald's in Q1 2015 and has held it in 43 quarters since.
  • 3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.