ProVise Management Group’s McDonald's MCD Stock Holding History

ProVise Management Group’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	$795K	Sell	2,558 -350	-12%	-$112K	0.06%	149
2025 Q4	$889K	Sell	2,908 -30	-1%	-$9.19K	0.06%	142
2025 Q3	$893K	Sell	2,938 -53	-2%	-$16.1K	0.07%	138
2025 Q2	$874K	Sell	2,991 -194	-6%	-$59.8K	0.07%	138
2025 Q1	$995K	Sell	3,185 -109	-3%	-$32.6K	0.08%	130
2024 Q4	$955K	Sell	3,294 -1,683	-34%	-$502K	0.08%	132
2024 Q3	$1.52M	Sell	4,977 -430	-8%	-$119K	0.12%	128
2024 Q2	$1.38M	Sell	5,407 -2,295	-30%	-$609K	0.12%	128
2024 Q1	$2.17M	Sell	7,702 -766	-9%	-$223K	0.19%	110
2023 Q4	$2.51M	Buy	8,468 +1	+0%	+$272	0.21%	114
2023 Q3	$2.23M	Sell	8,467 -53	-0.6%	-$15.1K	0.21%	111
2023 Q2	$2.54M	Sell	8,520 -826	-9%	-$240K	0.23%	105
2023 Q1	$2.61M	Sell	9,346 -334	-3%	-$89.5K	0.25%	99
2022 Q4	$2.55M	Sell	9,680 -115	-1%	-$30.3K	0.26%	99
2022 Q3	$2.26M	Sell	9,795 -18,030	-65%	-$4.61M	0.25%	102
2022 Q2	$6.87M	Sell	27,825 -3,309	-11%	-$815K	0.73%	43
2022 Q1	$7.7M	Buy	31,134 +324	+1%	+$80.7K	0.73%	40
2021 Q4	$8.26M	Sell	30,810 -149	-0.5%	-$37.6K	0.75%	37
2021 Q3	$7.46M	Buy	30,959 +311	+1%	+$74.2K	0.74%	36
2021 Q2	$7.08M	Sell	30,648 -1,976	-6%	-$460K	0.72%	37
2021 Q1	$7.31M	Buy	32,624 +1,135	+4%	+$243K	0.79%	32
2020 Q4	$6.76M	Buy	31,489 +1,013	+3%	+$220K	0.78%	35
2020 Q3	$6.69M	Buy	30,476 +893	+3%	+$183K	0.89%	31
2020 Q2	$5.46M	Buy	29,583 +15,681	+113%	+$2.88M	0.78%	37
2020 Q1	$2.3M	Buy	13,902 +6,269	+82%	+$1.24M	0.39%	77
2019 Q4	$1.51M	Sell	7,633 -16	-0.2%	-$3.17K	0.19%	123
2019 Q3	$1.64M	Sell	7,649 -86	-1%	-$18.4K	0.22%	118
2019 Q2	$1.61M	Sell	7,735 -28	-0.4%	-$5.55K	0.22%	118
2019 Q1	$1.47M	Sell	7,763 -2,383	-23%	-$432K	0.21%	120
2018 Q4	$1.8M	Buy	10,146 +4	+0%	+$709	0.28%	94
2018 Q3	$1.7M	Buy	10,142 +245	+2%	+$39.3K	0.22%	117
2018 Q2	$1.55K	Sell	9,897 -332	-3%	-$53.8K	0.12%	134
2018 Q1	$1.6M	Buy	10,229 +1,094	+12%	+$180K	0.24%	111
2017 Q4	$1.57M	Buy	9,135 +4	+0%	+$672	0.23%	114
2017 Q3	$1.43M	Buy	9,131 +203	+2%	+$31.8K	0.21%	117
2017 Q2	$1.37M	Buy	8,928 +1,311	+17%	+$189K	0.21%	123
2017 Q1	$988K	Buy	7,617 +588	+8%	+$73.8K	0.16%	148
2016 Q4	$855K	Hold	7,029	–	–	0.15%	160
2016 Q3	$811K	Sell	7,029 -2,222	-24%	-$263K	0.14%	163
2016 Q2	$1.11M	Buy	9,251 +2,025	+28%	+$254K	0.2%	127
2016 Q1	$908K	Buy	7,226 +500	+7%	+$59.8K	0.19%	128
2015 Q4	$795K	Buy	6,726 +1,000	+17%	+$112K	0.17%	146
2015 Q3	$564K	Sell	5,726 -160	-3%	-$15.6K	0.13%	163
2015 Q2	$559K	Sell	5,886 -24,547	-81%	-$2.37M	0.12%	170
2015 Q1	$2.97M	Sell	30,433 -2,823	-8%	-$268K	0.63%	43
2014 Q4	$3.12M	Sell	33,256 -1,255	-4%	-$117K	0.67%	38
2014 Q3	$3.27M	Sell	34,511 -8,626	-20%	-$823K	0.71%	34
2014 Q2	$4.35M	Buy	43,137 +2,662	+7%	+$269K	0.94%	23
2014 Q1	$3.97M	Buy	40,475 +9,088	+29%	+$869K	0.96%	23
2013 Q4	$3.05M	Buy	31,387 +2,752	+10%	+$264K	0.79%	26
2013 Q3	$2.75M	Buy	28,635 +3,631	+15%	+$354K	0.78%	23
2013 Q2	$2.48M	Buy	+25,004	New	+$2.5M	0.73%	22

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

ProVise Management Group's MCD Position: Q1 2026 in Review

ProVise Management Group reduced its McDonald's (MCD) stake by 12% in Q1 2026, selling an estimated $112K and leaving 2,558 shares worth $795K. The position accounts for 0.06% of the portfolio, ranked #149.

ProVise Management Group first reported a position in MCD in Q2 2013 and has held it in 52 quarters since. The position peaked at $8.26M in Q4 2021. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

ProVise Management Group held 2,558 shares of McDonald's worth $795K as of Q1 2026.
ProVise Management Group sold 350 McDonald's shares in Q1 2026, an estimated $112K.
McDonald's made up 0.06% of ProVise Management Group's portfolio in Q1 2026, its #149 holding.
ProVise Management Group first reported a position in McDonald's in Q2 2013 and has held it in 52 quarters since.
ProVise Management Group's McDonald's position peaked at $8.26M in Q4 2021.
3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on ProVise Management Group's 13F filing for Q1 2026, filed 7 May 2026.