Poehling Capital Management’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $452K | Buy |
1,454
+1
| +0.1% | +$319 | 0.1% | 104 |
|
|
2025
Q4 | $444K | Sell |
1,453
-25
| -2% | -$7.66K | 0.09% | 100 |
|
|
2025
Q3 | $449K | Buy |
1,478
+1
| +0.1% | +$304 | 0.09% | 101 |
|
|
2025
Q2 | $431K | Buy |
1,477
+28
| +2% | +$8.63K | 0.1% | 97 |
|
|
2025
Q1 | $453K | Sell |
1,449
-12
| -0.8% | -$3.59K | 0.11% | 97 |
|
|
2024
Q4 | $424K | Buy |
1,461
+1
| +0.1% | +$298 | 0.1% | 100 |
|
|
2024
Q3 | $445K | Buy |
1,460
+1
| +0.1% | +$276 | 0.11% | 97 |
|
|
2024
Q2 | $372K | Hold |
1,459
| – | – | 0.1% | 98 |
|
|
2024
Q1 | $411K | Buy |
1,459
+7
| +0.5% | +$2.04K | 0.11% | 94 |
|
|
2023
Q4 | $430K | Buy |
1,452
+1
| +0.1% | +$272 | 0.14% | 89 |
|
|
2023
Q3 | $382K | Buy |
1,451
+114
| +9% | +$32.5K | 0.13% | 93 |
|
|
2023
Q2 | $399K | Buy |
1,337
+1
| +0.1% | +$291 | 0.13% | 93 |
|
|
2023
Q1 | $374K | Buy |
1,336
+54
| +4% | +$14.5K | 0.13% | 92 |
|
|
2022
Q4 | $338K | Buy |
1,282
+1
| +0.1% | +$264 | 0.13% | 88 |
|
|
2022
Q3 | $296K | Buy |
1,281
+1
| +0.1% | +$256 | 0.12% | 85 |
|
|
2022
Q2 | $316K | Sell |
1,280
-50
| -4% | -$12.3K | 0.12% | 89 |
|
|
2022
Q1 | $329K | Buy |
1,330
+1
| +0.1% | +$249 | 0.1% | 118 |
|
|
2021
Q4 | $356K | Sell |
1,329
-179
| -12% | -$45.2K | 0.11% | 101 |
|
|
2021
Q3 | $364K | Buy |
1,508
+1
| +0.1% | +$239 | 0.12% | 96 |
|
|
2021
Q2 | $348K | Hold |
1,507
| – | – | 0.11% | 113 |
|
|
2021
Q1 | $338K | Buy |
1,507
+1
| +0.1% | +$214 | 0.12% | 115 |
|
|
2020
Q4 | $323K | Buy |
1,506
+1
| +0.1% | +$217 | 0.13% | 100 |
|
|
2020
Q3 | $330K | Sell |
1,505
-274
| -15% | -$56.3K | 0.17% | 87 |
|
|
2020
Q2 | $328K | Buy |
1,779
+65
| +4% | +$11.9K | 0.18% | 85 |
|
|
2020
Q1 | $283K | Buy |
1,714
+111
| +7% | +$21.9K | 0.21% | 73 |
|
|
2019
Q4 | $317K | Buy |
1,603
+1
| +0.1% | +$198 | 0.21% | 84 |
|
|
2019
Q3 | $344K | Buy |
1,602
+1
| +0.1% | +$214 | 0.25% | 74 |
|
|
2019
Q2 | $332K | Sell |
1,601
-132
| -8% | -$26.1K | 0.22% | 85 |
|
|
2019
Q1 | $329K | Buy |
1,733
+55
| +3% | +$9.98K | 0.24% | 85 |
|
|
2018
Q4 | $298K | Buy |
1,678
+51
| +3% | +$9.04K | 0.29% | 78 |
|
|
2018
Q3 | $272K | Buy |
1,627
+724
| +80% | +$116K | 0.19% | 89 |
|
|
2018
Q2 | $142K | Sell |
903
-514
| -36% | -$83.3K | 0.12% | 107 |
|
|
2018
Q1 | $222K | Buy |
1,417
+125
| +10% | +$20.6K | 0.18% | 88 |
|
|
2017
Q4 | $222K | Buy |
+1,292
| New | +$217K | 0.19% | 88 |
|
Other funds holding MCD
VCM
VPM
DAM
Poehling Capital Management's MCD Position: Q1 2026 in Review
Poehling Capital Management increased its McDonald's (MCD) stake by 0.07% in Q1 2026, buying an estimated $319 and bringing the position to 1,454 shares worth $452K. The position accounts for 0.1% of the portfolio, ranked #104.
Poehling Capital Management first reported a position in MCD in Q4 2017 and has held it in 34 quarters since. The position peaked at $453K in Q1 2025. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.
- Poehling Capital Management held 1,454 shares of McDonald's worth $452K as of Q1 2026.
- Poehling Capital Management bought 1 McDonald's share in Q1 2026, an estimated $319.
- McDonald's made up 0.1% of Poehling Capital Management's portfolio in Q1 2026, its #104 holding.
- Poehling Capital Management first reported a position in McDonald's in Q4 2017 and has held it in 34 quarters since.
- Poehling Capital Management's McDonald's position peaked at $453K in Q1 2025.
- 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.
Based on Poehling Capital Management's 13F filing for Q1 2026, filed 21 Apr 2026.