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Oder Investment Management’s McDonald's MCD Stock Holding History

Oder Investment 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 		$290K Sell
933
-43
-4% -$13.7K 0.22% 87
2025
Q4 		$298K Hold
976
– – 0.22% 84
2025
Q3 		$297K Hold
976
– – 0.21% 81
2025
Q2 		$285K Sell
976
-52
-5% -$16K 0.22% 86
2025
Q1 		$321K Hold
1,028
– – 0.27% 81
2024
Q4 		$298K Sell
1,028
-70
-6% -$20.9K 0.25% 80
2024
Q3 		$334K Sell
1,098
-95
-8% -$26.2K 0.29% 79
2024
Q2 		$304K Buy
1,193
+7
+0.6% +$1.86K 0.28% 81
2024
Q1 		$334K Sell
1,186
-43
-3% -$12.5K 0.31% 78
2023
Q4 		$364K Buy
1,229
+20
+2% +$5.44K 0.36% 74
2023
Q3 		$318K Hold
1,209
– – 0.34% 74
2023
Q2 		$361K Sell
1,209
-132
-10% -$38.4K 0.4% 69
2023
Q1 		$375K Sell
1,341
-325
-20% -$87.1K 0.44% 64
2022
Q4 		$439K Buy
1,666
+108
+7% +$28.5K 0.55% 52
2022
Q3 		$359K Sell
1,558
-109
-7% -$27.9K 0.42% 61
2022
Q2 		$411K Buy
1,667
+434
+35% +$107K 0.51% 57
2022
Q1 		$305K Hold
1,233
– – 0.35% 71
2021
Q4 		$330K Hold
1,233
– – 0.47% 61
2021
Q3 		$297K Sell
1,233
-28
-2% -$6.68K 0.44% 63
2021
Q2 		$291K Sell
1,261
-6
-0.5% -$1.4K 0.38% 68
2021
Q1 		$284K Hold
1,267
– – 0.39% 66
2020
Q4 		$271K Buy
+1,267
New +$276K 0.27% 74

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

Oder Investment Management's MCD Position: Q1 2026 in Review

Oder Investment Management reduced its McDonald's (MCD) stake by 4.4% in Q1 2026, selling an estimated $13.7K and leaving 933 shares worth $290K. The position accounts for 0.22% of the portfolio, ranked #87.

Oder Investment Management first reported a position in MCD in Q4 2020 and has held it in 22 quarters since. The position peaked at $439K in Q4 2022. 3,564 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Oder Investment Management held 933 shares of McDonald's worth $290K as of Q1 2026.
  • Oder Investment Management sold 43 McDonald's shares in Q1 2026, an estimated $13.7K.
  • McDonald's made up 0.22% of Oder Investment Management's portfolio in Q1 2026, its #87 holding.
  • Oder Investment Management first reported a position in McDonald's in Q4 2020 and has held it in 22 quarters since.
  • Oder Investment Management's McDonald's position peaked at $439K in Q4 2022.
  • 3,564 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Oder Investment Management's 13F filing for Q1 2026, filed 5 May 2026.