Patrick M. Sweeney & Associates’s McDonald's MCD Stock Holding History

Patrick M. Sweeney & Associates’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	$1.07M	Sell	3,439 -30	-0.9%	-$9.56K	0.69%	37
2025 Q4	$1.06M	Sell	3,469 -15	-0.4%	-$4.59K	0.66%	33
2025 Q3	$1.06M	Sell	3,484 -7	-0.2%	-$2.13K	0.68%	34
2025 Q2	$1.03M	Buy	3,491 +1	+0%	+$308	0.71%	35
2025 Q1	$1.09M	Buy	3,490 +22	+0.6%	+$6.58K	0.81%	25
2024 Q4	$1.01M	Hold	3,468	–	–	0.75%	30
2024 Q3	$1.06M	Buy	3,468 +154	+5%	+$42.4K	0.78%	28
2024 Q2	$845K	Buy	3,314 +20	+0.6%	+$5.31K	0.68%	33
2024 Q1	$929K	Buy	3,294 +58	+2%	+$16.9K	0.76%	29
2023 Q4	$959K	Buy	+3,236	New	+$881K	0.88%	29

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

Patrick M. Sweeney & Associates's MCD Position: Q1 2026 in Review

Patrick M. Sweeney & Associates reduced its McDonald's (MCD) stake by 0.86% in Q1 2026, selling an estimated $9.56K and leaving 3,439 shares worth $1.07M. The position accounts for 0.69% of the portfolio, ranked #37.

Patrick M. Sweeney & Associates first reported a position in MCD in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.09M in Q1 2025. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Patrick M. Sweeney & Associates held 3,439 shares of McDonald's worth $1.07M as of Q1 2026.
Patrick M. Sweeney & Associates sold 30 McDonald's shares in Q1 2026, an estimated $9.56K.
McDonald's made up 0.69% of Patrick M. Sweeney & Associates's portfolio in Q1 2026, its #37 holding.
Patrick M. Sweeney & Associates first reported a position in McDonald's in Q4 2023 and has held it in 10 quarters since.
Patrick M. Sweeney & Associates's McDonald's position peaked at $1.09M in Q1 2025.
3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q1 2026, filed 7 May 2026.