Pettee Investors’s McDonald's MCD Stock Holding History

Pettee Investors’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	$1.61M	Hold	5,486	–	–	0.83%	36
2025 Q4	$1.68M	Sell	5,486 -355	-6%	-$109K	0.94%	34
2025 Q3	$1.78M	Sell	5,841 -1,390	-19%	-$423K	0.98%	35
2025 Q2	$2.11M	Hold	7,231	–	–	1.26%	24
2025 Q1	$2.26M	Buy	7,231 +1,830	+34%	+$547K	1.35%	25
2024 Q4	$1.57M	Buy	5,401 +35	+0.7%	+$10.4K	0.8%	40
2024 Q3	$1.63M	Hold	5,366	–	–	0.8%	43
2024 Q2	$1.37M	Sell	5,366 -2,340	-30%	-$621K	0.66%	54
2024 Q1	$2.17M	Hold	7,706	–	–	0.92%	38
2023 Q4	$2.28M	Hold	7,706	–	–	1.01%	36
2023 Q3	$2.03M	Hold	7,706	–	–	0.96%	38
2023 Q2	$2.3M	Hold	7,706	–	–	1.04%	32
2023 Q1	$2.15M	Hold	7,706	–	–	1.03%	32
2022 Q4	$2.03M	Hold	7,706	–	–	1%	28
2022 Q3	$1.78M	Hold	7,706	–	–	0.96%	29
2022 Q2	$1.9M	Hold	7,706	–	–	0.95%	31
2022 Q1	$1.91M	Hold	7,706	–	–	0.84%	35
2021 Q4	$2.07M	Buy	7,706 +40	+0.5%	+$10.1K	0.87%	37
2021 Q3	$1.85M	Hold	7,666	–	–	0.86%	36
2021 Q2	$1.77M	Sell	7,666 -159	-2%	-$37K	0.83%	40
2021 Q1	$1.75M	Hold	7,825	–	–	0.85%	35
2020 Q4	$1.68M	Hold	7,825	–	–	0.89%	34
2020 Q3	$1.72M	Hold	7,825	–	–	0.99%	27
2020 Q2	$1.44M	Hold	7,825	–	–	0.89%	32
2020 Q1	$1.29M	Hold	7,825	–	–	0.93%	28
2019 Q4	$1.55M	Hold	7,825	–	–	0.88%	30
2019 Q3	$1.68M	Hold	7,825	–	–	1.05%	25
2019 Q2	$1.63M	Hold	7,825	–	–	1.03%	26
2019 Q1	$1.49M	Hold	7,825	–	–	0.94%	28
2018 Q4	$1.39M	Sell	7,825 -300	-4%	-$53.2K	0.98%	27
2018 Q3	$1.36M	Hold	8,125	–	–	0.8%	32
2018 Q2	$1.27M	Sell	8,125 -700	-8%	-$114K	0.8%	33
2018 Q1	$1.38M	Hold	8,825	–	–	0.85%	32
2017 Q4	$1.52M	Hold	8,825	–	–	0.92%	26
2017 Q3	$1.38M	Hold	8,825	–	–	0.89%	26
2017 Q2	$1.35M	Hold	8,825	–	–	1.2%	24
2017 Q1	$1.14M	Hold	8,825	–	–	1.03%	28
2016 Q4	$1.07M	Hold	8,825	–	–	1.02%	28
2016 Q3	$1.02M	Hold	8,825	–	–	0.98%	29
2016 Q2	$1.06M	Hold	8,825	–	–	1.03%	26
2016 Q1	$1.11M	Sell	8,825 -3,300	-27%	-$394K	1.15%	23
2015 Q4	$1.43M	Hold	12,125	–	–	1.38%	22
2015 Q3	$1.2M	Hold	12,125	–	–	1.25%	24
2015 Q2	$1.15M	Hold	12,125	–	–	1.12%	26
2015 Q1	$1.18M	Hold	12,125	–	–	1.15%	25
2014 Q4	$1.14M	Hold	12,125	–	–	1.09%	26
2014 Q3	$1.15M	Hold	12,125	–	–	1.13%	25
2014 Q2	$1.22M	Hold	12,125	–	–	1.11%	26
2014 Q1	$1.19M	Hold	12,125	–	–	1.12%	25
2013 Q4	$1.18M	Buy	+12,125	New	+$1.16M	1.11%	26

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

Pettee Investors's MCD Position: Q1 2026 in Review

Pettee Investors held its McDonald's (MCD) position steady in Q1 2026 at 5,486 shares worth $1.61M. The position accounts for 0.83% of the portfolio, ranked #36.

Pettee Investors first reported a position in MCD in Q4 2013 and has held it in 50 quarters since. The position peaked at $2.3M in Q2 2023. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Pettee Investors held 5,486 shares of McDonald's worth $1.61M as of Q1 2026.
Pettee Investors left its McDonald's share count unchanged in Q1 2026.
McDonald's made up 0.83% of Pettee Investors's portfolio in Q1 2026, its #36 holding.
Pettee Investors first reported a position in McDonald's in Q4 2013 and has held it in 50 quarters since.
Pettee Investors's McDonald's position peaked at $2.3M in Q2 2023.
3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Pettee Investors's 13F filing for Q1 2026, filed 4 May 2026.