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

Osterweis 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 		– Sell
-314
Closed -$96K – 261
2025
Q4 		$96K Sell
314
-93
-23% -$28.5K ﹤0.01% 175
2025
Q3 		$124K Hold
407
– – 0.01% 163
2025
Q2 		$119K Buy
407
+402
+8,040% +$124K 0.01% 165
2025
Q1 		$1.56K Buy
+5
New +$1.5K ﹤0.01% 199
2024
Q3 		– Sell
-93
Closed -$23.7K – 199
2024
Q2 		$23.7K Hold
93
– – ﹤0.01% 185
2024
Q1 		$26.2K Hold
93
– – ﹤0.01% 175
2023
Q4 		$27.6K Hold
93
– – ﹤0.01% 172
2023
Q3 		$24.5K Hold
93
– – ﹤0.01% 183
2023
Q2 		$27.8K Hold
93
– – ﹤0.01% 185
2023
Q1 		$26K Hold
93
– – ﹤0.01% 185
2022
Q4 		$24.5K Buy
+93
New +$24.5K ﹤0.01% 197

Other funds holding MCD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Osterweis Capital Management sold out of McDonald's (MCD) in Q1 2026, closing a stake of 314 shares — an estimated $96K sold.

Osterweis Capital Management first reported a position in MCD in Q4 2022 and held it in 11 quarters. The position peaked at $124K in Q3 2025. 3,593 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Osterweis Capital Management reported no remaining McDonald's position as of Q1 2026 after selling out during the quarter.
  • Osterweis Capital Management sold 314 McDonald's shares in Q1 2026, an estimated $96K.
  • Osterweis Capital Management first reported a position in McDonald's in Q4 2022 and held it in 11 quarters.
  • Osterweis Capital Management's McDonald's position peaked at $124K in Q3 2025.
  • 3,593 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

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