RBO & Co’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
$33.3M Sell
107,160
-1,135
-1% -$362K 5.38% 3
2025
Q4
$33.1M Buy
108,295
+3
+0% +$919 5.27% 4
2025
Q3
$32.9M Hold
108,292
5.15% 4
2025
Q2
$31.6M Sell
108,292
-34
-0% -$10.5K 5.07% 5
2025
Q1
$33.8M Sell
108,326
-3,724
-3% -$1.11M 5.4% 4
2024
Q4
$32.5M Buy
112,050
+678
+0.6% +$202K 5.3% 2
2024
Q3
$33.9M Buy
111,372
+28
+0% +$7.72K 5.35% 3
2024
Q2
$28.4M Sell
111,344
-542
-0.5% -$144K 5.06% 3
2024
Q1
$31.5M Sell
111,886
-50
-0% -$14.5K 5.27% 3
2023
Q4
$33.2M Sell
111,936
-271
-0.2% -$73.8K 5.69% 1
2023
Q3
$29.6M Buy
112,207
+188
+0.2% +$53.6K 5.37% 3
2023
Q2
$33.4M Sell
112,019
-783
-0.7% -$227K 5.68% 2
2023
Q1
$31.5M Sell
112,802
-1,296
-1% -$347K 5.49% 3
2022
Q4
$30.1M Buy
114,098
+504
+0.4% +$133K 5.32% 3
2022
Q3
$26.2M Sell
113,594
-2,405
-2% -$615K 5.21% 3
2022
Q2
$28.6M Hold
115,999
5.25% 3
2022
Q1
$28.7M Sell
115,999
-28
-0% -$6.97K 4.69% 3
2021
Q4
$31.1M Sell
116,027
-1,677
-1% -$423K 4.89% 2
2021
Q3
$28.4M Hold
117,704
4.98% 2
2021
Q2
$27.2M Buy
117,704
+3,529
+3% +$821K 4.75% 3
2021
Q1
$25.6M Buy
114,175
+497
+0.4% +$106K 4.67% 4
2020
Q4
$24.4M Sell
113,678
-468
-0.4% -$102K 4.91% 4
2020
Q3
$25.1M Sell
114,146
-1,093
-0.9% -$224K 5.57% 2
2020
Q2
$21.3M Sell
115,239
-1,912
-2% -$351K 5.13% 2
2020
Q1
$19.4M Buy
117,151
+209
+0.2% +$41.2K 5.21% 2
2019
Q4
$23.1M Buy
116,942
+5,044
+5% +$1M 5.09% 3
2019
Q3
$24M Sell
111,898
-583
-0.5% -$125K 5.68% 2
2019
Q2
$23.4M Sell
112,481
-827
-0.7% -$164K 5.48% 3
2019
Q1
$21.5M Sell
113,308
-18
-0% -$3.27K 5.17% 2
2018
Q4
$20.1M Sell
113,326
-46
-0% -$8.16K 5.29% 2
2018
Q3
$19M Sell
113,372
-1,224
-1% -$196K 4.53% 2
2018
Q2
$18M Sell
114,596
-15
-0% -$2.43K 4.51% 2
2018
Q1
$17.9M Sell
114,611
-76
-0.1% -$12.5K 4.55% 3
2017
Q4
$19.7M Sell
114,687
-200
-0.2% -$33.6K 4.96% 2
2017
Q3
$18M Sell
114,887
-65
-0.1% -$10.2K 4.69% 3
2017
Q2
$17.6M Sell
114,952
-630
-0.5% -$91.1K 4.75% 4
2017
Q1
$15M Buy
115,582
+24
+0% +$3.01K 4.2% 4
2016
Q4
$14.1M Buy
115,558
+1,058
+0.9% +$124K 4.16% 4
2016
Q3
$13.2M Buy
114,500
+491
+0.4% +$58.2K 3.97% 4
2016
Q2
$13.7M Buy
114,009
+218
+0.2% +$27.3K 4.04% 4
2016
Q1
$14.3M Hold
113,791
4.28% 4
2015
Q4
$13.4M Buy
113,791
+1,264
+1% +$141K 4.12% 4
2015
Q3
$11.1M Buy
112,527
+481
+0.4% +$46.9K 3.75% 5
2015
Q2
$10.7M Buy
112,046
+1,127
+1% +$109K 3.48% 6
2015
Q1
$10.8M Buy
110,919
+1,160
+1% +$110K 3.56% 6
2014
Q4
$10.3M Buy
109,759
+34,011
+45% +$3.18M 3.37% 6
2014
Q3
$7.18M Buy
75,748
+5,086
+7% +$485K 2.59% 14
2014
Q2
$7.12M Buy
70,662
+30
+0% +$3.03K 2.52% 13
2014
Q1
$6.92M Buy
70,632
+1,811
+3% +$173K 2.57% 12
2013
Q4
$6.68M Buy
68,821
+24,322
+55% +$2.34M 2.58% 13
2013
Q3
$4.28M Buy
44,499
+50
+0.1% +$4.88K 1.84% 21
2013
Q2
$4.4M Buy
+44,449
New +$4.45M 1.94% 19

Other funds holding MCD

RBO & Co's MCD Position: Q1 2026 in Review

RBO & Co reduced its McDonald's (MCD) stake by 1% in Q1 2026, selling an estimated $362K and leaving 107,160 shares worth $33.3M. The position accounts for 5.38% of the portfolio, ranked #3.

RBO & Co first reported a position in MCD in Q2 2013 and has held it in 52 quarters since. The position peaked at $33.9M in Q3 2024. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • RBO & Co held 107,160 shares of McDonald's worth $33.3M as of Q1 2026.
  • RBO & Co sold 1,135 McDonald's shares in Q1 2026, an estimated $362K.
  • McDonald's made up 5.38% of RBO & Co's portfolio in Q1 2026, its #3 holding.
  • RBO & Co first reported a position in McDonald's in Q2 2013 and has held it in 52 quarters since.
  • RBO & Co's McDonald's position peaked at $33.9M in Q3 2024.
  • 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on RBO & Co's 13F filing for Q1 2026, filed 14 May 2026.