Prism Advisors’s McDonald's MCD Stock Holding History

Prism 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	$225K	Sell	723 -49	-6%	-$15.6K	0.06%	66
2025 Q4	$236K	Hold	772	–	–	0.06%	68
2025 Q3	$235K	Hold	772	–	–	0.06%	67
2025 Q2	$226K	Hold	772	–	–	0.06%	64
2025 Q1	$241K	Buy	772 +49	+7%	+$14.7K	0.07%	55
2024 Q4	$210K	Hold	723	–	–	0.06%	55
2024 Q3	$220K	Sell	723 -175	-19%	-$48.2K	0.06%	64
2024 Q2	$229K	Hold	898	–	–	0.07%	60
2024 Q1	$253K	Hold	898	–	–	0.08%	54
2023 Q4	$266K	Buy	+898	New	+$244K	0.09%	62
2023 Q3	–	Sell	-723	Closed	-$216K	–	62
2023 Q2	$216K	Hold	723	–	–	0.07%	49
2023 Q1	$202K	Buy	+723	New	+$194K	0.07%	49
2020 Q1	–	Sell	-1,095	Closed	-$216K	–	61
2019 Q4	$216K	Buy	1,095 +35	+3%	+$6.94K	0.11%	61
2019 Q3	$228K	Buy	1,060 +77	+8%	+$16.5K	0.13%	56
2019 Q2	$204K	Buy	+983	New	+$195K	0.12%	57

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

Prism Advisors's MCD Position: Q1 2026 in Review

Prism Advisors reduced its McDonald's (MCD) stake by 6.3% in Q1 2026, selling an estimated $15.6K and leaving 723 shares worth $225K. The position accounts for 0.06% of the portfolio, ranked #66.

Prism Advisors first reported a position in MCD in Q2 2019 and has held it in 15 quarters since. The position peaked at $266K in Q4 2023. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Prism Advisors held 723 shares of McDonald's worth $225K as of Q1 2026.
Prism Advisors sold 49 McDonald's shares in Q1 2026, an estimated $15.6K.
McDonald's made up 0.06% of Prism Advisors's portfolio in Q1 2026, its #66 holding.
Prism Advisors first reported a position in McDonald's in Q2 2019 and has held it in 15 quarters since.
Prism Advisors's McDonald's position peaked at $266K in Q4 2023.
3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Prism Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.