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NewSquare Capital’s McDonald's MCD Stock Holding History

NewSquare Capital’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 		$390K Buy
1,254
+198
+19% +$63.1K 0.03% 168
2025
Q4 		$323K Buy
1,056
+339
+47% +$104K 0.03% 166
2025
Q3 		$218K Buy
717
+189
+36% +$57.5K 0.01% 181
2025
Q2 		$154K Buy
528
+235
+80% +$72.4K 0.01% 194
2025
Q1 		$91.6K Buy
293
+226
+337% +$67.6K 0.01% 199
2024
Q4 		$19.5K Buy
67
+12
+22% +$3.58K ﹤0.01% 233
2024
Q3 		$16.8K Sell
55
-35
-39% -$9.65K ﹤0.01% 193
2024
Q2 		$23K Sell
90
-150
-63% -$39.8K ﹤0.01% 185
2024
Q1 		$67.7K Hold
240
– – 0.01% 167
2023
Q4 		$71.2K Sell
240
-21
-8% -$5.72K 0.01% 174
2023
Q3 		$68.8K Sell
261
-28
-10% -$7.99K 0.01% 185
2023
Q2 		$86.3K Buy
289
+71
+33% +$20.6K 0.01% 181
2023
Q1 		$61K Buy
218
+34
+18% +$9.11K 0.01% 186
2022
Q4 		$48.5K Buy
184
+23
+14% +$6.07K 0.01% 177
2022
Q3 		$37K Sell
161
-433
-73% -$111K ﹤0.01% 187
2022
Q2 		$147K Hold
594
– – 0.02% 157
2022
Q1 		$147K Sell
594
-119
-17% -$29.6K 0.02% 167
2021
Q4 		$191K Hold
713
– – 0.02% 158
2021
Q3 		$172K Sell
713
-10
-1% -$2.39K 0.02% 159
2021
Q2 		$167K Buy
723
+104
+17% +$24.2K 0.02% 158
2021
Q1 		$139K Hold
619
– – 0.02% 150
2020
Q4 		$133K Sell
619
-25
-4% -$5.44K 0.02% 151
2020
Q3 		$141K Sell
644
-5
-0.8% -$1.03K 0.02% 135
2020
Q2 		$120K Sell
649
-380
-37% -$69.7K 0.02% 143
2020
Q1 		$170K Sell
1,029
-86
-8% -$16.9K 0.03% 139
2019
Q4 		$220K Buy
1,115
+471
+73% +$93.4K 0.04% 120
2019
Q3 		$138K Sell
644
-109
-14% -$23.4K 0.03% 117
2019
Q2 		$156K Sell
753
-6
-0.8% -$1.19K 0.03% 127
2019
Q1 		$144K Hold
759
– – 0.03% 125
2018
Q4 		$135K Buy
759
+70
+10% +$12.4K 0.03% 119
2018
Q3 		$115K Hold
689
– – 0.02% 132
2018
Q2 		$109K Sell
689
-1,000
-59% -$162K 0.02% 135
2018
Q1 		$264K Sell
1,689
-139
-8% -$22.9K 0.06% 103
2017
Q4 		$315K Sell
1,828
-62,805
-97% -$10.5M 0.07% 96
2017
Q3 		$224K Buy
64,633
+62,712
+3,265% +$9.83M 0.05% 96
2017
Q2 		$294K Hold
1,921
– – 0.07% 97
2017
Q1 		$249K Buy
1,921
+500
+35% +$62.7K 0.06% 102
2016
Q4 		$173K Hold
1,421
– – 0.04% 120
2016
Q3 		$164K Hold
1,421
– – 0.04% 123
2016
Q2 		$171K Sell
1,421
-144
-9% -$18K 0.04% 120
2016
Q1 		$197K Sell
1,565
-5,011
-76% -$599K 0.06% 122
2015
Q4 		$777K Buy
6,576
+335
+5% +$37.5K 0.22% 59
2015
Q3 		$615K Sell
6,241
-40
-0.6% -$3.9K 0.18% 70
2015
Q2 		$597K Buy
6,281
+234
+4% +$22.6K 0.18% 78
2015
Q1 		$589K Buy
6,047
+352
+6% +$33.4K 0.18% 75
2014
Q4 		$534K Buy
5,695
+449
+9% +$42K 0.18% 81
2014
Q3 		$497K Buy
5,246
+523
+11% +$49.9K 0.18% 90
2014
Q2 		$476K Buy
4,723
+388
+9% +$39.2K 0.17% 84
2014
Q1 		$425K Buy
4,335
+185
+4% +$17.7K 0.17% 85
2013
Q4 		$403K Buy
4,150
+400
+11% +$38.4K 0.2% 66
2013
Q3 		$361K Buy
3,750
+2,750
+275% +$268K 0.17% 67
2013
Q2 		$99K Buy
+1,000
New +$100K 0.05% 99

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

NewSquare Capital's MCD Position: Q1 2026 in Review

NewSquare Capital increased its McDonald's (MCD) stake by 19% in Q1 2026, buying an estimated $63.1K and bringing the position to 1,254 shares worth $390K. The position accounts for 0.03% of the portfolio, ranked #168.

NewSquare Capital first reported a position in MCD in Q2 2013 and has held it in 52 quarters since. The position peaked at $777K in Q4 2015. 3,564 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • NewSquare Capital held 1,254 shares of McDonald's worth $390K as of Q1 2026.
  • NewSquare Capital bought 198 McDonald's shares in Q1 2026, an estimated $63.1K.
  • McDonald's made up 0.03% of NewSquare Capital's portfolio in Q1 2026, its #168 holding.
  • NewSquare Capital first reported a position in McDonald's in Q2 2013 and has held it in 52 quarters since.
  • NewSquare Capital's McDonald's position peaked at $777K in Q4 2015.
  • 3,564 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on NewSquare Capital's 13F filing for Q1 2026, filed 8 May 2026.