Oxbow Advisors’s McDonald's MCD Stock Holding History

Oxbow Advisors’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	$8.15M	Buy	26,210 +307	+1%	+$97.8K	0.69%	36
2025 Q4	$7.92M	Sell	25,903 -48	-0.2%	-$14.7K	0.7%	32
2025 Q3	$7.89M	Buy	25,951 +638	+3%	+$194K	0.73%	28
2025 Q2	$7.4M	Buy	25,313 +431	+2%	+$133K	0.81%	27
2025 Q1	$7.77M	Buy	24,882 +469	+2%	+$140K	0.82%	30
2024 Q4	$7.08M	Buy	24,413 +544	+2%	+$162K	0.83%	30
2024 Q3	$7.27M	Buy	23,869 +353	+2%	+$97.3K	0.72%	35
2024 Q2	$5.99M	Buy	23,516 +2,205	+10%	+$585K	0.7%	35
2024 Q1	$6.01M	Buy	21,311 +40	+0.2%	+$11.6K	0.82%	37
2023 Q4	$6.31M	Buy	21,271 +16,900	+387%	+$4.6M	0.96%	27
2023 Q3	$1.15M	Buy	4,371 +229	+6%	+$65.3K	0.18%	72
2023 Q2	$1.24M	Buy	4,142 +79	+2%	+$23K	0.19%	72
2023 Q1	$1.14M	Sell	4,063 -750	-16%	-$201K	0.2%	72
2022 Q4	$1.27M	Buy	4,813 +750	+18%	+$198K	0.24%	70
2022 Q3	$938K	Buy	4,063 +101	+3%	+$25.8K	0.15%	101
2022 Q2	$978K	Buy	3,962 +50	+1%	+$12.3K	0.14%	103
2022 Q1	$967K	Hold	3,912	–	–	0.1%	122
2021 Q4	$1.05M	Buy	3,912 +297	+8%	+$75K	0.1%	121
2021 Q3	$872K	Sell	3,615 -200	-5%	-$47.7K	0.09%	147
2021 Q2	$881K	Hold	3,815	–	–	0.09%	155
2021 Q1	$855K	Sell	3,815 -560	-13%	-$120K	0.1%	143
2020 Q4	$939K	Buy	4,375 +560	+15%	+$122K	0.12%	125
2020 Q3	$837K	Buy	3,815 +663	+21%	+$136K	0.11%	136
2020 Q2	$582K	Sell	3,152 -229	-7%	-$42K	0.08%	167
2020 Q1	$559K	Hold	3,381	–	–	0.09%	169
2019 Q4	$668K	Hold	3,381	–	–	0.08%	181
2019 Q3	$726K	Hold	3,381	–	–	0.1%	167
2019 Q2	$702K	Hold	3,381	–	–	0.08%	183
2019 Q1	$642K	Sell	3,381 -84	-2%	-$15.2K	0.08%	187
2018 Q4	$615K	Buy	3,465 +2	+0.1%	+$355	0.08%	179
2018 Q3	$579K	Buy	3,463 +1	+0%	+$160	0.07%	191
2018 Q2	$542K	Buy	3,462 +2	+0.1%	+$324	0.07%	187
2018 Q1	$541K	Buy	3,460 +1	+0%	+$165	0.11%	146
2017 Q4	$595K	Buy	3,459 +85	+3%	+$14.3K	0.11%	154
2017 Q3	$529K	Sell	3,374 -1,243	-27%	-$195K	0.1%	156
2017 Q2	$707K	Buy	4,617 +1	+0%	+$145	0.12%	150
2017 Q1	$598K	Buy	4,616 +598	+15%	+$75K	0.1%	158
2016 Q4	$488K	Hold	4,018	–	–	0.06%	180
2016 Q3	$464K	Hold	4,018	–	–	0.06%	175
2016 Q2	$483K	Hold	4,018	–	–	0.07%	172
2016 Q1	$506K	Hold	4,018	–	–	0.07%	167
2015 Q4	$474K	Hold	4,018	–	–	0.06%	178
2015 Q3	$395K	Buy	4,018 +238	+6%	+$23.2K	0.07%	184
2015 Q2	$359K	Buy	+3,780	New	+$366K	0.05%	206

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

Oxbow Advisors's MCD Position: Q1 2026 in Review

Oxbow Advisors increased its McDonald's (MCD) stake by 1.2% in Q1 2026, buying an estimated $97.8K and bringing the position to 26,210 shares worth $8.15M. The position accounts for 0.69% of the portfolio, ranked #36.

Oxbow Advisors first reported a position in MCD in Q2 2015 and has held it in 44 quarters since. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Oxbow Advisors held 26,210 shares of McDonald's worth $8.15M as of Q1 2026.
Oxbow Advisors bought 307 McDonald's shares in Q1 2026, an estimated $97.8K.
McDonald's made up 0.69% of Oxbow Advisors's portfolio in Q1 2026, its #36 holding.
Oxbow Advisors first reported a position in McDonald's in Q2 2015 and has held it in 44 quarters since.
3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Oxbow Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.