PS
MCD icon

Principal Securities’s McDonald's MCD Stock Holding History

Principal Securities’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 		$6.76M Buy
21,739
+2,740
+14% +$873K 0.1% 187
2025
Q4 		$5.81M Buy
18,999
+1,774
+10% +$543K 0.09% 211
2025
Q3 		$5.23M Buy
17,225
+1,976
+13% +$601K 0.09% 220
2025
Q2 		$4.46M Buy
15,249
+4,143
+37% +$1.28M 0.08% 236
2025
Q1 		$3.22M Buy
11,106
+7
+0.1% +$2.09K 0.07% 256
2024
Q4 		$3.22M Buy
11,099
+966
+10% +$288K 0.07% 255
2024
Q3 		$3.09M Buy
10,133
+380
+4% +$105K 0.07% 249
2024
Q2 		$2.49M Sell
9,753
-228
-2% -$60.5K 0.07% 258
2024
Q1 		$2.81M Buy
9,981
+388
+4% +$113K 0.09% 212
2023
Q4 		$2.84M Buy
+9,593
New +$2.61M 0.11% 184

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 $137B AUM 18.02% 1-Year Est. Return

Principal Securities's MCD Position: Q1 2026 in Review

Principal Securities increased its McDonald's (MCD) stake by 14% in Q1 2026, buying an estimated $873K and bringing the position to 21,739 shares worth $6.76M. The position accounts for 0.1% of the portfolio, ranked #187.

Principal Securities first reported a position in MCD in Q4 2023 and has held it in 10 quarters since. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Principal Securities held 21,739 shares of McDonald's worth $6.76M as of Q1 2026.
  • Principal Securities bought 2,740 McDonald's shares in Q1 2026, an estimated $873K.
  • McDonald's made up 0.1% of Principal Securities's portfolio in Q1 2026, its #187 holding.
  • Principal Securities first reported a position in McDonald's in Q4 2023 and has held it in 10 quarters since.
  • 3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.