Occudo Quantitative Strategies’s McDonald's MCD Stock Holding History

Occudo Quantitative Strategies’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	–	Sell	-19,585	Closed	-$5.99M	–	855
2025 Q4	$5.99M	Buy	+19,585	New	+$6M	0.4%	74
2023 Q4	–	Sell	-1,530	Closed	-$403K	–	1033
2023 Q3	$403K	Buy	+1,530	New	+$436K	0.05%	567
2022 Q4	–	Sell	-5,094	Closed	-$1.18M	–	1206
2022 Q3	$1.18M	Buy	+5,094	New	+$1.3M	0.09%	342
2022 Q1	–	Sell	-9,405	Closed	-$2.52M	–	1243
2021 Q4	$2.52M	Buy	+9,405	New	+$2.37M	0.22%	117

Other funds holding MCD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Occudo Quantitative Strategies's MCD Position: Q1 2026 in Review

Occudo Quantitative Strategies sold out of McDonald's (MCD) in Q1 2026, closing a stake of 19,585 shares — an estimated $5.99M sold.

Occudo Quantitative Strategies first reported a position in MCD in Q4 2021 and held it in 4 quarters. The position peaked at $5.99M in Q4 2025. 3,564 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Occudo Quantitative Strategies reported no remaining McDonald's position as of Q1 2026 after selling out during the quarter.
Occudo Quantitative Strategies sold 19,585 McDonald's shares in Q1 2026, an estimated $5.99M.
Occudo Quantitative Strategies first reported a position in McDonald's in Q4 2021 and held it in 4 quarters.
Occudo Quantitative Strategies's McDonald's position peaked at $5.99M in Q4 2025.
3,564 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q1 2026, filed 15 May 2026.