OAM
MCD icon

Oberweis Asset Management’s McDonald's MCD Stock Holding History

Oberweis 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 		$266K Buy
855
+2
+0.2% +$637 0.01% 173
2025
Q4 		$261K Buy
853
+1
+0.1% +$306 0.01% 175
2025
Q3 		$259K Buy
852
+1
+0.1% +$304 0.01% 179
2025
Q2 		$249K Buy
851
+2
+0.2% +$617 0.01% 182
2025
Q1 		$265K Buy
849
+1
+0.1% +$299 0.01% 185
2024
Q4 		$246K Buy
848
+1
+0.1% +$298 0.01% 191
2024
Q3 		$258K Buy
847
+1
+0.1% +$276 0.01% 201
2024
Q2 		$215K Buy
846
+2
+0.2% +$531 0.01% 194
2024
Q1 		$238K Buy
844
+1
+0.1% +$291 0.02% 192
2023
Q4 		$250K Buy
843
+1
+0.1% +$272 0.02% 186
2023
Q3 		$222K Buy
842
+1
+0.1% +$285 0.02% 185
2023
Q2 		$251K Buy
841
+1
+0.1% +$291 0.03% 175
2023
Q1 		$235K Buy
840
+2
+0.2% +$536 0.04% 165
2022
Q4 		$221K Buy
+838
New +$221K 0.05% 161
2022
Q3 		– Sell
-836
Closed -$206K – 178
2022
Q2 		$206K Buy
836
+1
+0.1% +$246 0.05% 154
2022
Q1 		$206K Buy
835
+1
+0.1% +$249 0.04% 156
2021
Q4 		$224K Buy
834
+1
+0.1% +$252 0.04% 151
2021
Q3 		$201K Sell
833
-246
-23% -$58.7K 0.04% 156
2021
Q2 		$249K Buy
1,079
+3
+0.3% +$698 0.05% 140
2021
Q1 		$241K Buy
1,076
+4
+0.4% +$855 0.05% 143
2020
Q4 		$230K Buy
1,072
+4
+0.4% +$870 0.06% 126
2020
Q3 		$234K Buy
+1,068
New +$219K 0.08% 110
2020
Q1 		– Sell
-1,056
Closed -$209K – 188
2019
Q4 		$209K Buy
1,056
+3
+0.3% +$595 0.07% 189
2019
Q3 		$226K Buy
1,053
+4
+0.4% +$858 0.05% 183
2019
Q2 		$218K Buy
+1,049
New +$208K 0.04% 184
2013
Q3 		– Sell
-4,325
Closed -$428K – 152
2013
Q2 		$428K Buy
+4,325
New +$433K 0.12% 111

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

Oberweis Asset Management's MCD Position: Q1 2026 in Review

Oberweis Asset Management increased its McDonald's (MCD) stake by 0.23% in Q1 2026, buying an estimated $637 and bringing the position to 855 shares worth $266K. The position accounts for 0.01% of the portfolio, ranked #173.

Oberweis Asset Management first reported a position in MCD in Q2 2013 and has held it in 26 quarters since. The position peaked at $428K in Q2 2013. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Oberweis Asset Management held 855 shares of McDonald's worth $266K as of Q1 2026.
  • Oberweis Asset Management bought 2 McDonald's shares in Q1 2026, an estimated $637.
  • McDonald's made up 0.01% of Oberweis Asset Management's portfolio in Q1 2026, its #173 holding.
  • Oberweis Asset Management first reported a position in McDonald's in Q2 2013 and has held it in 26 quarters since.
  • Oberweis Asset Management's McDonald's position peaked at $428K in Q2 2013.
  • 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

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