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MCD icon

Note Advisors’s McDonald's MCD Stock Holding History

Note 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 		$1.25M Hold
4,027
– – 0.63% 30
2025
Q4 		$1.23M Sell
4,027
-10
-0.2% -$3.06K 0.63% 31
2025
Q3 		$1.23M Buy
4,037
+55
+1% +$16.7K 0.73% 29
2025
Q2 		$1.16M Hold
3,982
– – 0.8% 27
2025
Q1 		$1.24M Hold
3,982
– – 1.03% 26
2024
Q4 		$1.15M Buy
+3,982
New +$1.19M 1.02% 28

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

Note Advisors's MCD Position: Q1 2026 in Review

Note Advisors held its McDonald's (MCD) position steady in Q1 2026 at 4,027 shares worth $1.25M. The position accounts for 0.63% of the portfolio, ranked #30.

Note Advisors first reported a position in MCD in Q4 2024 and has held it in 6 quarters since. 3,564 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Note Advisors held 4,027 shares of McDonald's worth $1.25M as of Q1 2026.
  • Note Advisors left its McDonald's share count unchanged in Q1 2026.
  • McDonald's made up 0.63% of Note Advisors's portfolio in Q1 2026, its #30 holding.
  • Note Advisors first reported a position in McDonald's in Q4 2024 and has held it in 6 quarters since.
  • 3,564 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Note Advisors's 13F filing for Q1 2026, filed 15 May 2026.