Portland Global Advisors’s McDonald's MCD Stock Holding History

Portland Global 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	$1.23M	Sell	3,969 -476	-11%	-$152K	0.13%	71
2025 Q4	$1.36M	Hold	4,445	–	–	0.15%	67
2025 Q3	$1.35M	Hold	4,445	–	–	0.15%	64
2025 Q2	$1.3M	Buy	4,445 +50	+1%	+$15.4K	0.15%	64
2025 Q1	$1.37M	Sell	4,395 -763	-15%	-$228K	0.17%	61
2024 Q4	$1.5M	Sell	5,158 -759	-13%	-$226K	0.19%	59
2024 Q3	$1.8M	Sell	5,917 -75	-1%	-$20.7K	0.23%	58
2024 Q2	$1.53M	Sell	5,992 -125	-2%	-$33.2K	0.21%	60
2024 Q1	$1.72M	Sell	6,117 -142	-2%	-$41.3K	0.24%	57
2023 Q4	$1.86M	Sell	6,259 -50	-0.8%	-$13.6K	0.28%	54
2023 Q3	$1.66M	Hold	6,309	–	–	0.28%	56
2023 Q2	$1.88M	Hold	6,309	–	–	0.31%	54
2023 Q1	$1.76M	Sell	6,309 -500	-7%	-$134K	0.3%	59
2022 Q4	$1.79M	Hold	6,809	–	–	0.33%	59
2022 Q3	$1.57M	Buy	6,809 +300	+5%	+$76.7K	0.31%	60
2022 Q2	$1.61M	Sell	6,509 -220	-3%	-$54.2K	0.31%	61
2022 Q1	$1.66M	Sell	6,729 -225	-3%	-$56K	0.29%	61
2021 Q4	$1.86M	Sell	6,954 -204	-3%	-$51.5K	0.31%	55
2021 Q3	$1.73M	Hold	7,158	–	–	0.32%	57
2021 Q2	$1.65M	Sell	7,158 -50	-0.7%	-$11.6K	0.32%	55
2021 Q1	$1.62M	Buy	7,208 +500	+7%	+$107K	0.34%	53
2020 Q4	$1.44M	Sell	6,708 -914	-12%	-$199K	0.35%	51
2020 Q3	$1.67M	Sell	7,622 -204	-3%	-$41.9K	0.49%	42
2020 Q2	$1.44M	Sell	7,826 -14	-0.2%	-$2.57K	0.47%	44
2020 Q1	$1.3M	Sell	7,840 -236	-3%	-$46.5K	0.5%	41
2019 Q4	$1.6M	Sell	8,076 -50	-0.6%	-$9.92K	0.47%	39
2019 Q3	$1.75M	Sell	8,126 -1,478	-15%	-$317K	0.58%	32
2019 Q2	$1.99M	Hold	9,604	–	–	0.66%	31
2019 Q1	$1.82M	Hold	9,604	–	–	0.64%	34
2018 Q4	$1.71M	Sell	9,604 -143	-1%	-$25.4K	0.68%	31
2018 Q3	$1.63M	Hold	9,747	–	–	0.57%	36
2018 Q2	$1.53M	Sell	9,747 -92	-0.9%	-$14.9K	0.58%	35
2018 Q1	$1.54M	Sell	9,839 -1,350	-12%	-$222K	0.59%	37
2017 Q4	$1.93M	Sell	11,189 -765	-6%	-$128K	0.71%	31
2017 Q3	$1.87M	Hold	11,954	–	–	0.72%	33
2017 Q2	$1.83M	Hold	11,954	–	–	0.73%	33
2017 Q1	$1.55M	Hold	11,954	–	–	0.65%	35
2016 Q4	$1.46M	Sell	11,954 -845	-7%	-$99.1K	0.63%	37
2016 Q3	$1.48M	Sell	12,799 -172	-1%	-$20.4K	0.65%	41
2016 Q2	$1.56M	Buy	12,971 +575	+5%	+$72K	0.72%	34
2016 Q1	$1.56M	Buy	12,396 +52	+0.4%	+$6.21K	0.75%	34
2015 Q4	$1.46M	Buy	12,344 +67	+0.5%	+$7.49K	0.79%	35
2015 Q3	$1.21M	Hold	12,277	–	–	0.71%	42
2015 Q2	$1.17M	Buy	12,277 +1,444	+13%	+$140K	0.61%	45
2015 Q1	$1.06M	Sell	10,833 -50	-0.5%	-$4.74K	0.55%	47
2014 Q4	$1.02M	Buy	10,883 +873	+9%	+$81.7K	0.52%	49
2014 Q3	$949K	Sell	10,010 -146	-1%	-$13.9K	0.49%	55
2014 Q2	$1.02M	Buy	10,156 +96	+1%	+$9.69K	0.51%	51
2014 Q1	$986K	Buy	10,060 +1,608	+19%	+$154K	0.58%	44
2013 Q4	$820K	Hold	8,452	–	–	0.51%	49
2013 Q3	$813K	Hold	8,452	–	–	0.55%	47
2013 Q2	$837K	Buy	+8,452	New	+$846K	0.6%	46

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

Portland Global Advisors's MCD Position: Q1 2026 in Review

Portland Global Advisors reduced its McDonald's (MCD) stake by 11% in Q1 2026, selling an estimated $152K and leaving 3,969 shares worth $1.23M. The position accounts for 0.13% of the portfolio, ranked #71.

Portland Global Advisors first reported a position in MCD in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.99M in Q2 2019. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Portland Global Advisors held 3,969 shares of McDonald's worth $1.23M as of Q1 2026.
Portland Global Advisors sold 476 McDonald's shares in Q1 2026, an estimated $152K.
McDonald's made up 0.13% of Portland Global Advisors's portfolio in Q1 2026, its #71 holding.
Portland Global Advisors first reported a position in McDonald's in Q2 2013 and has held it in 52 quarters since.
Portland Global Advisors's McDonald's position peaked at $1.99M in Q2 2019.
3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Portland Global Advisors's 13F filing for Q1 2026, filed 11 May 2026.