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

Oppenheimer 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 		$4.81M Sell
15,461
-655
-4% -$209K 0.05% 334
2025
Q4 		$4.93M Buy
16,116
+1,674
+12% +$513K 0.06% 301
2025
Q3 		$4.39M Buy
14,442
+4
+0% +$1.22K 0.05% 374
2025
Q2 		$4.22M Buy
14,438
+46
+0.3% +$14.2K 0.05% 379
2025
Q1 		$4.5M Buy
14,392
+164
+1% +$49.1K 0.06% 335
2024
Q4 		$4.12M Sell
14,228
-185
-1% -$55.2K 0.05% 358
2024
Q3 		$4.39M Buy
14,413
+272
+2% +$75K 0.05% 357
2024
Q2 		$3.6M Sell
14,141
-2,518
-15% -$668K 0.05% 385
2024
Q1 		$4.7M Sell
16,659
-1,242
-7% -$361K 0.07% 298
2023
Q4 		$5.31M Sell
17,901
-148
-0.8% -$40.3K 0.07% 289
2023
Q3 		$4.75M Sell
18,049
-1,305
-7% -$372K 0.07% 291
2023
Q2 		$5.78M Sell
19,354
-2,860
-13% -$831K 0.08% 264
2023
Q1 		$6.21M Sell
22,214
-547
-2% -$147K 0.1% 235
2022
Q4 		$6M Buy
22,761
+813
+4% +$214K 0.1% 231
2022
Q3 		$5.06M Buy
21,948
+4,278
+24% +$1.09M 0.09% 244
2022
Q2 		$4.36M Buy
17,670
+260
+1% +$64K 0.07% 279
2022
Q1 		$4.3M Sell
17,410
-2,354
-12% -$586K 0.06% 322
2021
Q4 		$5.3M Buy
19,764
+9,501
+93% +$2.4M 0.07% 300
2021
Q3 		$2.48M Buy
10,263
+119
+1% +$28.4K 0.04% 466
2021
Q2 		$2.34M Buy
10,144
+304
+3% +$70.7K 0.03% 478
2021
Q1 		$2.21M Sell
9,840
-20,019
-67% -$4.28M 0.03% 484
2020
Q4 		$6.41M Buy
29,859
+1,118
+4% +$243K 0.11% 224
2020
Q3 		$6.31M Sell
28,741
-236
-0.8% -$48.5K 0.12% 191
2020
Q2 		$5.35M Sell
28,977
-2,981
-9% -$547K 0.11% 220
2020
Q1 		$5.28M Buy
31,958
+15,870
+99% +$3.13M 0.13% 185
2019
Q4 		$3.18M Sell
16,088
-2,131
-12% -$423K 0.07% 311
2019
Q3 		$3.91M Buy
18,219
+1,488
+9% +$319K 0.09% 268
2019
Q2 		$3.48M Buy
16,731
+308
+2% +$61K 0.08% 287
2019
Q1 		$3.12M Sell
16,423
-2,457
-13% -$446K 0.07% 308
2018
Q4 		$3.35M Buy
18,880
+1,673
+10% +$297K 0.08% 260
2018
Q3 		$2.88M Sell
17,207
-947
-5% -$152K 0.06% 326
2018
Q2 		$2.84M Buy
18,154
+2,669
+17% +$433K 0.07% 319
2018
Q1 		$2.42M Buy
15,485
+2,949
+24% +$485K 0.06% 335
2017
Q4 		$1.96M Hold
12,536
– – 0.05% 376
2017
Q3 		$1.96M Sell
12,536
-19,118
-60% -$3M 0.05% 378
2017
Q2 		$4.85M Buy
31,654
+928
+3% +$134K 0.13% 178
2017
Q1 		$3.98M Buy
+30,726
New +$3.86M 0.11% 209

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

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

Oppenheimer Asset Management reduced its McDonald's (MCD) stake by 4.1% in Q1 2026, selling an estimated $209K and leaving 15,461 shares worth $4.81M. The position accounts for 0.05% of the portfolio, ranked #334.

Oppenheimer Asset Management first reported a position in MCD in Q1 2017 and has held it in 37 quarters since. The position peaked at $6.41M in Q4 2020. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Oppenheimer Asset Management held 15,461 shares of McDonald's worth $4.81M as of Q1 2026.
  • Oppenheimer Asset Management sold 655 McDonald's shares in Q1 2026, an estimated $209K.
  • McDonald's made up 0.05% of Oppenheimer Asset Management's portfolio in Q1 2026, its #334 holding.
  • Oppenheimer Asset Management first reported a position in McDonald's in Q1 2017 and has held it in 37 quarters since.
  • Oppenheimer Asset Management's McDonald's position peaked at $6.41M in Q4 2020.
  • 3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Oppenheimer Asset Management's 13F filing for Q1 2026, filed 24 Apr 2026.