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Prudent Man Advisors’s McDonald's MCD Stock Holding History

Prudent Man 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 		$716K Buy
2,304
+787
+52% +$251K 0.21% 90
2025
Q4 		$464K Sell
1,517
-21
-1% -$6.43K 0.17% 95
2025
Q3 		$467K Sell
1,538
-1,602
-51% -$488K 0.17% 94
2025
Q2 		$917K Sell
3,140
-47
-1% -$14.5K 0.29% 81
2025
Q1 		$996K Buy
3,187
+80
+3% +$23.9K 0.36% 64
2024
Q4 		$901K Sell
3,107
-474
-13% -$141K 0.33% 69
2024
Q3 		$1.09M Buy
3,581
+546
+18% +$150K 0.36% 65
2024
Q2 		$773K Buy
3,035
+117
+4% +$31K 0.27% 85
2024
Q1 		$823K Buy
2,918
+146
+5% +$42.5K 0.31% 77
2023
Q4 		$822K Sell
2,772
-179
-6% -$48.7K 0.31% 74
2023
Q3 		$777K Buy
+2,951
New +$842K 0.31% 71
2021
Q3 		– Sell
-4,074
Closed -$941K – 219
2021
Q2 		$941K Sell
4,074
-29
-0.7% -$6.75K 0.36% 55
2021
Q1 		$920K Buy
4,103
+124
+3% +$26.5K 0.39% 57
2020
Q4 		$854K Sell
3,979
-56
-1% -$12.2K 0.36% 54
2020
Q3 		$885K Buy
4,035
+37
+0.9% +$7.6K 0.47% 44
2020
Q2 		$738K Buy
+3,998
New +$733K 0.65% 39

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

Prudent Man Advisors's MCD Position: Q1 2026 in Review

Prudent Man Advisors increased its McDonald's (MCD) stake by 52% in Q1 2026, buying an estimated $251K and bringing the position to 2,304 shares worth $716K. The position accounts for 0.21% of the portfolio, ranked #90.

Prudent Man Advisors first reported a position in MCD in Q2 2020 and has held it in 16 quarters since. The position peaked at $1.09M in Q3 2024. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Prudent Man Advisors held 2,304 shares of McDonald's worth $716K as of Q1 2026.
  • Prudent Man Advisors bought 787 McDonald's shares in Q1 2026, an estimated $251K.
  • McDonald's made up 0.21% of Prudent Man Advisors's portfolio in Q1 2026, its #90 holding.
  • Prudent Man Advisors first reported a position in McDonald's in Q2 2020 and has held it in 16 quarters since.
  • Prudent Man Advisors's McDonald's position peaked at $1.09M in Q3 2024.
  • 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Prudent Man Advisors's 13F filing for Q1 2026, filed 8 May 2026.