Probity Advisors’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 | $1.22M | Sell |
3,924
-255
| -6% | -$81.2K | 0.19% | 85 |
|
|
2025
Q4 | $1.28M | Sell |
4,179
-115
| -3% | -$35.2K | 0.2% | 83 |
|
|
2025
Q3 | $1.3M | Sell |
4,294
-40
| -0.9% | -$12.2K | 0.21% | 79 |
|
|
2025
Q2 | $1.27M | Sell |
4,334
-110
| -2% | -$33.9K | 0.22% | 77 |
|
|
2025
Q1 | $1.39M | Buy |
4,444
+61
| +1% | +$18.2K | 0.27% | 69 |
|
|
2024
Q4 | $1.27M | Buy |
4,383
+29
| +0.7% | +$8.65K | 0.24% | 72 |
|
|
2024
Q3 | $1.33M | Sell |
4,354
-194
| -4% | -$53.5K | 0.25% | 71 |
|
|
2024
Q2 | $1.16M | Sell |
4,548
-139
| -3% | -$36.9K | 0.24% | 73 |
|
|
2024
Q1 | $1.32M | Sell |
4,687
-151
| -3% | -$43.9K | 0.27% | 72 |
|
|
2023
Q4 | $1.43M | Sell |
4,838
-785
| -14% | -$214K | 0.31% | 64 |
|
|
2023
Q3 | $1.48M | Sell |
5,623
-482
| -8% | -$137K | 0.34% | 50 |
|
|
2023
Q2 | $1.82M | Buy |
+6,105
| New | +$1.77M | 0.4% | 42 |
|
|
2022
Q4 | $1.73M | Sell |
6,573
-226
| -3% | -$59.6K | 0.39% | 45 |
|
|
2022
Q3 | $1.57M | Sell |
6,799
-191
| -3% | -$48.8K | 0.39% | 42 |
|
|
2022
Q2 | $1.73M | Buy |
6,990
+24
| +0.3% | +$5.91K | 0.4% | 42 |
|
|
2022
Q1 | $1.72M | Sell |
6,966
-276
| -4% | -$68.8K | 0.36% | 50 |
|
|
2021
Q4 | $1.94M | Sell |
7,242
-101
| -1% | -$25.5K | 0.38% | 49 |
|
|
2021
Q3 | $1.77M | Buy |
7,343
+124
| +2% | +$29.6K | 0.37% | 53 |
|
|
2021
Q2 | $1.67M | Buy |
7,219
+17
| +0.2% | +$3.96K | 0.35% | 54 |
|
|
2021
Q1 | $1.61M | Buy |
+7,202
| New | +$1.54M | 0.36% | 54 |
|
|
2020
Q3 | $1.23M | Buy |
5,613
+462
| +9% | +$94.8K | 0.35% | 57 |
|
|
2020
Q2 | $950K | Buy |
5,151
+1,144
| +29% | +$210K | 0.29% | 69 |
|
|
2020
Q1 | $663K | Buy |
4,007
+493
| +14% | +$97.1K | 0.24% | 78 |
|
|
2019
Q4 | $694K | Sell |
3,514
-18
| -0.5% | -$3.57K | 0.21% | 91 |
|
|
2019
Q3 | $758K | Sell |
3,532
-46
| -1% | -$9.86K | 0.25% | 83 |
|
|
2019
Q2 | $743K | Sell |
3,578
-419
| -10% | -$83K | 0.25% | 83 |
|
|
2019
Q1 | $759K | Sell |
3,997
-15
| -0.4% | -$2.72K | 0.26% | 78 |
|
|
2018
Q4 | $712K | Sell |
4,012
-27
| -0.7% | -$4.79K | 0.26% | 73 |
|
|
2018
Q3 | $676K | Buy |
4,039
+62
| +2% | +$9.94K | 0.22% | 85 |
|
|
2018
Q2 | $623K | Buy |
3,977
+106
| +3% | +$17.2K | 0.22% | 88 |
|
|
2018
Q1 | $605K | Buy |
3,871
+112
| +3% | +$18.4K | 0.21% | 88 |
|
|
2017
Q4 | $647K | Sell |
3,759
-55
| -1% | -$9.24K | 0.23% | 86 |
|
|
2017
Q3 | $598K | Sell |
3,814
-38
| -1% | -$5.96K | 0.22% | 78 |
|
|
2017
Q2 | $590K | Sell |
3,852
-1
| -0% | -$145 | 0.22% | 82 |
|
|
2017
Q1 | $499K | Sell |
3,853
-12
| -0.3% | -$1.51K | 0.19% | 90 |
|
|
2016
Q4 | $470K | Sell |
3,865
-3
| -0.1% | -$352 | 0.2% | 91 |
|
|
2016
Q3 | $446K | Buy |
3,868
+27
| +0.7% | +$3.2K | 0.19% | 92 |
|
|
2016
Q2 | $462K | Buy |
+3,841
| New | +$481K | 0.21% | 90 |
|
Other funds holding MCD
VCM
VPM
DAM
Probity Advisors's MCD Position: Q1 2026 in Review
Probity Advisors reduced its McDonald's (MCD) stake by 6.1% in Q1 2026, selling an estimated $81.2K and leaving 3,924 shares worth $1.22M. The position accounts for 0.19% of the portfolio, ranked #85.
Probity Advisors first reported a position in MCD in Q2 2016 and has held it in 38 quarters since. The position peaked at $1.94M in Q4 2021. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.
- Probity Advisors held 3,924 shares of McDonald's worth $1.22M as of Q1 2026.
- Probity Advisors sold 255 McDonald's shares in Q1 2026, an estimated $81.2K.
- McDonald's made up 0.19% of Probity Advisors's portfolio in Q1 2026, its #85 holding.
- Probity Advisors first reported a position in McDonald's in Q2 2016 and has held it in 38 quarters since.
- Probity Advisors's McDonald's position peaked at $1.94M in Q4 2021.
- 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.
Based on Probity Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.