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O'Rourke & Company’s McDonald's MCD Stock Holding History

O'Rourke & Company’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 		$800K Buy
2,576
+171
+7% +$54.5K 0.32% 78
2025
Q4 		$735K Sell
2,405
-98
-4% -$30K 0.29% 81
2025
Q3 		$761K Buy
2,503
+65
+3% +$19.8K 0.32% 77
2025
Q2 		$712K Buy
2,438
+4
+0.2% +$1.23K 0.33% 72
2025
Q1 		$760K Buy
2,434
+5
+0.2% +$1.5K 0.38% 62
2024
Q4 		$704K Sell
2,429
-132
-5% -$39.4K 0.35% 63
2024
Q3 		$780K Buy
2,561
+77
+3% +$21.2K 0.39% 55
2024
Q2 		$633K Sell
2,484
-57
-2% -$15.1K 0.36% 62
2024
Q1 		$717K Buy
2,541
+2
+0.1% +$582 0.42% 57
2023
Q4 		$753K Buy
2,539
+4
+0.2% +$1.09K 0.49% 46
2023
Q3 		$668K Buy
2,535
+23
+0.9% +$6.56K 0.49% 49
2023
Q2 		$750K Sell
2,512
-46
-2% -$13.4K 0.53% 45
2023
Q1 		$715K Buy
2,558
+5
+0.2% +$1.34K 0.54% 45
2022
Q4 		$673K Buy
2,553
+113
+5% +$29.8K 0.53% 52
2022
Q3 		$563K Sell
2,440
-9
-0.4% -$2.3K 0.49% 53
2022
Q2 		$605K Sell
2,449
-97
-4% -$23.9K 0.51% 51
2022
Q1 		$630K Buy
2,546
+117
+5% +$29.1K 0.43% 53
2021
Q4 		$651K Buy
+2,429
New +$613K 0.43% 50

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

O'Rourke & Company's MCD Position: Q1 2026 in Review

O'Rourke & Company increased its McDonald's (MCD) stake by 7.1% in Q1 2026, buying an estimated $54.5K and bringing the position to 2,576 shares worth $800K. The position accounts for 0.32% of the portfolio, ranked #78.

O'Rourke & Company first reported a position in MCD in Q4 2021 and has held it in 18 quarters since. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • O'Rourke & Company held 2,576 shares of McDonald's worth $800K as of Q1 2026.
  • O'Rourke & Company bought 171 McDonald's shares in Q1 2026, an estimated $54.5K.
  • McDonald's made up 0.32% of O'Rourke & Company's portfolio in Q1 2026, its #78 holding.
  • O'Rourke & Company first reported a position in McDonald's in Q4 2021 and has held it in 18 quarters since.
  • 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on O'Rourke & Company's 13F filing for Q1 2026, filed 14 May 2026.