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Patten & Patten’s McDonald's MCD Stock Holding History

Patten & Patten’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 		$2.74M Sell
8,817
-64
-0.7% -$20.4K 0.17% 107
2025
Q4 		$2.71M Sell
8,881
-24
-0.3% -$7.35K 0.16% 102
2025
Q3 		$2.71M Sell
8,905
-134
-1% -$40.8K 0.16% 105
2025
Q2 		$2.64M Sell
9,039
-266
-3% -$82K 0.17% 100
2025
Q1 		$2.91M Buy
9,305
+18
+0.2% +$5.38K 0.19% 93
2024
Q4 		$2.69M Buy
9,287
+405
+5% +$121K 0.18% 96
2024
Q3 		$2.7M Buy
8,882
+83
+0.9% +$22.9K 0.18% 96
2024
Q2 		$2.24M Sell
8,799
-299
-3% -$79.3K 0.16% 108
2024
Q1 		$2.57M Sell
9,098
-1,086
-11% -$316K 0.18% 100
2023
Q4 		$3.02M Sell
10,184
-288
-3% -$78.4K 0.25% 80
2023
Q3 		$2.76M Buy
10,472
+1,215
+13% +$347K 0.24% 82
2023
Q2 		$2.76M Buy
9,257
+213
+2% +$61.9K 0.23% 87
2023
Q1 		$2.53M Sell
9,044
-80
-0.9% -$21.4K 0.22% 88
2022
Q4 		$2.4M Buy
9,124
+58
+0.6% +$15.3K 0.22% 87
2022
Q3 		$2.09M Buy
9,066
+212
+2% +$54.2K 0.2% 87
2022
Q2 		$2.19M Sell
8,854
-1,684
-16% -$415K 0.19% 87
2022
Q1 		$2.61M Sell
10,538
-73
-0.7% -$18.2K 0.19% 90
2021
Q4 		$2.85M Sell
10,611
-87
-0.8% -$22K 0.2% 89
2021
Q3 		$2.58M Buy
10,698
+174
+2% +$41.5K 0.2% 91
2021
Q2 		$2.43M Sell
10,524
-1,111
-10% -$259K 0.19% 93
2021
Q1 		$2.61M Buy
11,635
+14
+0.1% +$2.99K 0.21% 86
2020
Q4 		$2.49M Buy
11,621
+5
+0% +$1.09K 0.22% 82
2020
Q3 		$2.55M Hold
11,616
– – 0.25% 76
2020
Q2 		$2.14M Buy
11,616
+212
+2% +$38.9K 0.23% 81
2020
Q1 		$1.89M Sell
11,404
-125
-1% -$24.6K 0.25% 79
2019
Q4 		$2.28M Buy
11,529
+1,794
+18% +$356K 0.23% 87
2019
Q3 		$2.09M Sell
9,735
-195
-2% -$41.8K 0.23% 88
2019
Q2 		$2.06M Buy
9,930
+1,686
+20% +$334K 0.22% 89
2019
Q1 		$1.57M Buy
8,244
+200
+2% +$36.3K 0.17% 100
2018
Q4 		$1.43M Sell
8,044
-3
-0% -$532 0.18% 97
2018
Q3 		$1.35M Sell
8,047
-242
-3% -$38.8K 0.13% 113
2018
Q2 		$1.3M Buy
8,289
+69
+0.8% +$11.2K 0.13% 115
2018
Q1 		$1.28M Buy
8,220
+209
+3% +$34.4K 0.13% 116
2017
Q4 		$1.38M Hold
8,011
– – 0.14% 114
2017
Q3 		$1.25M Buy
8,011
+20
+0.3% +$3.13K 0.13% 115
2017
Q2 		$1.22M Buy
7,991
+1,900
+31% +$275K 0.14% 114
2017
Q1 		$789K Buy
6,091
+244
+4% +$30.6K 0.09% 139
2016
Q4 		$712K Sell
5,847
-28
-0.5% -$3.28K 0.09% 139
2016
Q3 		$678K Buy
5,875
+114
+2% +$13.5K 0.09% 140
2016
Q2 		$693K Sell
5,761
-9
-0.2% -$1.13K 0.1% 135
2016
Q1 		$725K Buy
5,770
+85
+1% +$10.2K 0.1% 125
2015
Q4 		$672K Sell
5,685
-850
-13% -$95K 0.09% 131
2015
Q3 		$644K Sell
6,535
-2,430
-27% -$237K 0.1% 130
2015
Q2 		$852K Sell
8,965
-1,775
-17% -$172K 0.12% 119
2015
Q1 		$1.05M Sell
10,740
-435
-4% -$41.3K 0.15% 109
2014
Q4 		$1.05M Sell
11,175
-4,060
-27% -$380K 0.16% 112
2014
Q3 		$1.44M Buy
15,235
+515
+3% +$49.1K 0.23% 93
2014
Q2 		$1.48M Sell
14,720
-2,702
-16% -$273K 0.24% 89
2014
Q1 		$1.71M Sell
17,422
-5,257
-23% -$503K 0.23% 95
2013
Q4 		$2.2M Sell
22,679
-921
-4% -$88.5K 0.31% 78
2013
Q3 		$2.27M Sell
23,600
-4,983
-17% -$486K 0.35% 73
2013
Q2 		$2.83M Buy
+28,583
New +$2.86M 0.46% 68

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

Patten & Patten's MCD Position: Q1 2026 in Review

Patten & Patten reduced its McDonald's (MCD) stake by 0.72% in Q1 2026, selling an estimated $20.4K and leaving 8,817 shares worth $2.74M. The position accounts for 0.17% of the portfolio, ranked #107.

Patten & Patten first reported a position in MCD in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.02M in Q4 2023. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Patten & Patten held 8,817 shares of McDonald's worth $2.74M as of Q1 2026.
  • Patten & Patten sold 64 McDonald's shares in Q1 2026, an estimated $20.4K.
  • McDonald's made up 0.17% of Patten & Patten's portfolio in Q1 2026, its #107 holding.
  • Patten & Patten first reported a position in McDonald's in Q2 2013 and has held it in 52 quarters since.
  • Patten & Patten's McDonald's position peaked at $3.02M in Q4 2023.
  • 3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Patten & Patten's 13F filing for Q1 2026, filed 1 May 2026.