Okabena Investment Services’s McDonald's MCD Stock Holding History

Okabena Investment Services’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	$701K	Sell	2,256 -167	-7%	-$53.2K	0.14%	97
2025 Q4	$741K	Sell	2,423 -835	-26%	-$256K	0.14%	96
2025 Q3	$990K	Buy	3,258 +2,473	+315%	+$753K	0.19%	82
2025 Q2	$229K	Hold	785	–	–	0.05%	127
2025 Q1	$245K	Sell	785 -175	-18%	-$52.3K	0.06%	120
2024 Q4	$278K	Hold	960	–	–	0.08%	108
2024 Q3	$292K	Hold	960	–	–	0.08%	103
2024 Q2	$245K	Sell	960 -2,640	-73%	-$700K	0.08%	108
2024 Q1	$1.02M	Sell	3,600 -153	-4%	-$44.5K	0.34%	67
2023 Q4	$1.11M	Buy	+3,753	New	+$1.02M	0.43%	61
2023 Q3	–	Sell	-70	Closed	-$20.9K	–	129
2023 Q2	$20.9K	Sell	70 -1,850	-96%	-$537K	0.02%	90
2023 Q1	$537K	Sell	1,920 -75	-4%	-$20.1K	0.38%	51
2022 Q4	$526K	Sell	1,995 -1,633	-45%	-$431K	0.35%	63
2022 Q3	$837K	Buy	3,628 +1,920	+112%	+$491K	0.4%	65
2022 Q2	$422K	Hold	1,708	–	–	0.22%	70
2022 Q1	$422K	Hold	1,708	–	–	0.18%	82
2021 Q4	$458K	Buy	1,708 +28	+2%	+$7.07K	0.17%	80
2021 Q3	$405K	Hold	1,680	–	–	0.21%	67
2021 Q2	$388K	Buy	+1,680	New	+$391K	0.18%	66

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

Okabena Investment Services's MCD Position: Q1 2026 in Review

Okabena Investment Services reduced its McDonald's (MCD) stake by 6.9% in Q1 2026, selling an estimated $53.2K and leaving 2,256 shares worth $701K. The position accounts for 0.14% of the portfolio, ranked #97.

Okabena Investment Services first reported a position in MCD in Q2 2021 and has held it in 19 quarters since. The position peaked at $1.11M in Q4 2023. 3,564 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Okabena Investment Services held 2,256 shares of McDonald's worth $701K as of Q1 2026.
Okabena Investment Services sold 167 McDonald's shares in Q1 2026, an estimated $53.2K.
McDonald's made up 0.14% of Okabena Investment Services's portfolio in Q1 2026, its #97 holding.
Okabena Investment Services first reported a position in McDonald's in Q2 2021 and has held it in 19 quarters since.
Okabena Investment Services's McDonald's position peaked at $1.11M in Q4 2023.
3,564 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Okabena Investment Services's 13F filing for Q1 2026, filed 15 May 2026.