Red Cedar Investment Management’s McDonald's MCD Stock Holding History

Red Cedar Investment Management’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	$4.39M	Sell	14,120 -86	-0.6%	-$27.4K	0.46%	43
2025 Q4	$4.34M	Hold	14,206	–	–	0.47%	38
2025 Q3	$4.32M	Hold	14,206	–	–	0.51%	34
2025 Q2	$4.15M	Hold	14,206	–	–	0.52%	32
2025 Q1	$4.44M	Hold	14,206	–	–	0.61%	24
2024 Q4	$4.12M	Hold	14,206	–	–	0.52%	29
2024 Q3	$4.33M	Hold	14,206	–	–	0.55%	27
2024 Q2	$3.62M	Sell	14,206 -2,575	-15%	-$683K	0.49%	34
2024 Q1	$4.73M	Hold	16,781	–	–	0.59%	24
2023 Q4	$4.98M	Buy	16,781 +291	+2%	+$79.2K	0.72%	23
2023 Q3	$4.34M	Buy	16,490 +156	+1%	+$44.5K	0.66%	25
2023 Q2	$4.87M	Buy	16,334 +2,095	+15%	+$609K	0.74%	19
2023 Q1	$3.98M	Buy	14,239 +4,727	+50%	+$1.27M	0.62%	25
2022 Q4	$2.51M	Buy	9,512 +2,458	+35%	+$648K	0.4%	31
2022 Q3	$1.63M	Buy	7,054 +1,198	+20%	+$306K	0.28%	36
2022 Q2	$1.45M	Buy	+5,856	New	+$1.44M	0.24%	39
2020 Q3	–	Sell	-2,033	Closed	-$375K	–	85
2020 Q2	$375K	Buy	+2,033	New	+$373K	0.09%	67

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 $147M AUM 25.76% 1-Year Est. Return

Red Cedar Investment Management's MCD Position: Q1 2026 in Review

Red Cedar Investment Management reduced its McDonald's (MCD) stake by 0.61% in Q1 2026, selling an estimated $27.4K and leaving 14,120 shares worth $4.39M. The position accounts for 0.46% of the portfolio, ranked #43.

Red Cedar Investment Management first reported a position in MCD in Q2 2020 and has held it in 17 quarters since. The position peaked at $4.98M in Q4 2023. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Red Cedar Investment Management held 14,120 shares of McDonald's worth $4.39M as of Q1 2026.
Red Cedar Investment Management sold 86 McDonald's shares in Q1 2026, an estimated $27.4K.
McDonald's made up 0.46% of Red Cedar Investment Management's portfolio in Q1 2026, its #43 holding.
Red Cedar Investment Management first reported a position in McDonald's in Q2 2020 and has held it in 17 quarters since.
Red Cedar Investment Management's McDonald's position peaked at $4.98M in Q4 2023.
3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Red Cedar Investment Management's 13F filing for Q1 2026, filed 30 Apr 2026.