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Oakworth Capital’s McDonald's MCD Stock Holding History

Oakworth 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 		$1.81M Sell
5,810
-25
-0.4% -$7.96K 0.1% 61
2025
Q4 		$1.78M Sell
5,835
-97
-2% -$29.7K 0.1% 61
2025
Q3 		$1.8M Buy
5,932
+562
+10% +$171K 0.1% 60
2025
Q2 		$1.57M Sell
5,370
-180
-3% -$55.5K 0.1% 57
2025
Q1 		$1.73M Buy
5,550
+682
+14% +$204K 0.12% 54
2024
Q4 		$1.41M Buy
4,868
+221
+5% +$65.9K 0.1% 64
2024
Q3 		$1.42M Buy
4,647
+538
+13% +$148K 0.1% 65
2024
Q2 		$1.05M Buy
4,109
+53
+1% +$14.1K 0.08% 77
2024
Q1 		$1.14M Sell
4,056
-23
-0.6% -$6.69K 0.09% 72
2023
Q4 		$1.21M Buy
4,079
+100
+3% +$27.2K 0.1% 64
2023
Q3 		$1.05M Sell
3,979
-311
-7% -$88.7K 0.1% 63
2023
Q2 		$1.28M Sell
4,290
-245
-5% -$71.2K 0.11% 55
2023
Q1 		$1.27M Sell
4,535
-80
-2% -$21.4K 0.11% 54
2022
Q4 		$1.22M Sell
4,615
-73
-2% -$19.3K 0.12% 54
2022
Q3 		$1.08M Sell
4,688
-75
-2% -$19.2K 0.12% 58
2022
Q2 		$1.18M Sell
4,763
-79
-2% -$19.5K 0.12% 59
2022
Q1 		$1.2M Buy
4,842
+72
+2% +$17.9K 0.1% 62
2021
Q4 		$1.28M Buy
4,770
+383
+9% +$96.7K 0.11% 59
2021
Q3 		$1.06M Sell
4,387
-50
-1% -$11.9K 0.1% 65
2021
Q2 		$1.02M Sell
4,437
-216
-5% -$50.3K 0.1% 64
2021
Q1 		$1.04M Buy
4,653
+34
+0.7% +$7.27K 0.12% 61
2020
Q4 		$991K Sell
4,619
-157
-3% -$34.1K 0.13% 57
2020
Q3 		$1.05M Buy
4,776
+21
+0.4% +$4.31K 0.17% 49
2020
Q2 		$877K Sell
4,755
-26
-0.5% -$4.77K 0.16% 52
2020
Q1 		$790K Buy
4,781
+458
+11% +$90.2K 0.19% 50
2019
Q4 		$890K Buy
4,323
+465
+12% +$92.2K 0.16% 51
2019
Q3 		$829K Sell
3,858
-1,110
-22% -$238K 0.16% 51
2019
Q2 		$1.03M Sell
4,968
-188
-4% -$37.2K 0.2% 50
2019
Q1 		$979K Sell
5,156
-55
-1% -$9.98K 0.2% 49
2018
Q4 		$926K Sell
5,211
-95
-2% -$16.8K 0.21% 45
2018
Q3 		$888K Buy
5,306
+496
+10% +$79.5K 0.18% 54
2018
Q2 		$754K Buy
4,810
+20
+0.4% +$3.24K 0.16% 59
2018
Q1 		$802K Sell
4,790
-14
-0.3% -$2.3K 0.19% 50
2017
Q4 		$827K Sell
4,804
-98
-2% -$16.5K 0.19% 57
2017
Q3 		$784K Buy
4,902
+100
+2% +$15.7K 0.2% 57
2017
Q2 		$736K Sell
4,802
-175
-4% -$25.3K 0.2% 56
2017
Q1 		$645K Buy
4,977
+355
+8% +$44.5K 0.19% 63
2016
Q4 		$551K Buy
4,622
+1,013
+28% +$119K 0.18% 73
2016
Q3 		$417K Sell
3,609
-222
-6% -$26.3K 0.14% 84
2016
Q2 		$468K Buy
3,831
+1,193
+45% +$149K 0.18% 75
2016
Q1 		$332K Buy
2,638
+605
+30% +$72.3K 0.13% 93
2015
Q4 		$240K Sell
2,033
-117
-5% -$13.1K 0.1% 110
2015
Q3 		$212K Hold
2,150
– – 0.11% 75
2015
Q2 		$215K Sell
2,150
-1,677
-44% -$162K 0.1% 84
2015
Q1 		$369K Sell
3,827
-54
-1% -$5.12K 0.17% 65
2014
Q4 		$364K Buy
3,881
+1,484
+62% +$139K 0.19% 65
2014
Q3 		$225K Sell
2,397
-1,692
-41% -$161K 0.13% 67
2014
Q2 		$412K Hold
4,089
– – 0.25% 44
2014
Q1 		$401K Buy
4,089
+2,269
+125% +$217K 0.26% 44
2013
Q4 		$177K Buy
+1,820
New +$175K 0.13% 59

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

Oakworth Capital's MCD Position: Q1 2026 in Review

Oakworth Capital reduced its McDonald's (MCD) stake by 0.43% in Q1 2026, selling an estimated $7.96K and leaving 5,810 shares worth $1.81M. The position accounts for 0.1% of the portfolio, ranked #61.

Oakworth Capital first reported a position in MCD in Q4 2013 and has held it in 50 quarters since. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Oakworth Capital held 5,810 shares of McDonald's worth $1.81M as of Q1 2026.
  • Oakworth Capital sold 25 McDonald's shares in Q1 2026, an estimated $7.96K.
  • McDonald's made up 0.1% of Oakworth Capital's portfolio in Q1 2026, its #61 holding.
  • Oakworth Capital first reported a position in McDonald's in Q4 2013 and has held it in 50 quarters since.
  • 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Oakworth Capital's 13F filing for Q1 2026, filed 24 Apr 2026.