Osbon Capital Management’s McDonald's MCD Stock Holding History

Osbon Capital 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	$7.46K	Hold	24	–	–	0.01%	320
2025 Q4	$7.33K	Buy	+24	New	+$7.35K	0.01%	254

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 $147M AUM 25.76% 1-Year Est. Return

Osbon Capital Management's MCD Position: Q1 2026 in Review

Osbon Capital Management held its McDonald's (MCD) position steady in Q1 2026 at 24 shares worth $7.46K. The position accounts for 0.01% of the portfolio, ranked #320.

Osbon Capital Management first reported a position in MCD in Q4 2025 and has held it in 2 quarters since. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Osbon Capital Management held 24 shares of McDonald's worth $7.46K as of Q1 2026.
Osbon Capital Management left its McDonald's share count unchanged in Q1 2026.
McDonald's made up 0.01% of Osbon Capital Management's portfolio in Q1 2026, its #320 holding.
Osbon Capital Management first reported a position in McDonald's in Q4 2025 and has held it in 2 quarters since.
3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Osbon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.