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Red Wave Investments’s McDonald's MCD Stock Holding History

Red Wave Investments’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 		$273K Hold
877
– – 0.08% 93
2025
Q4 		$268K Hold
877
– – 0.08% 91
2025
Q3 		$266K Buy
877
+2
+0.2% +$609 0.08% 90
2025
Q2 		$256K Buy
875
+2
+0.2% +$617 0.08% 89
2025
Q1 		$273K Buy
873
+1
+0.1% +$299 0.1% 80
2024
Q4 		$253K Buy
872
+1
+0.1% +$298 0.09% 86
2024
Q3 		$265K Buy
871
+24
+3% +$6.62K 0.09% 84
2024
Q2 		$216K Buy
847
+3
+0.4% +$796 0.08% 91
2024
Q1 		$238K Sell
844
-50
-6% -$14.5K 0.09% 93
2023
Q4 		$265K Buy
894
+42
+5% +$11.4K 0.1% 81
2023
Q3 		$224K Hold
852
– – 0.1% 83
2023
Q2 		$254K Buy
852
+1
+0.1% +$291 0.1% 82
2023
Q1 		$238K Buy
851
+17
+2% +$4.55K 0.1% 84
2022
Q4 		$220K Sell
834
-467
-36% -$123K 0.09% 86
2022
Q3 		$300K Hold
1,301
– – 0.13% 72
2022
Q2 		$321K Sell
1,301
-33
-2% -$8.13K 0.13% 73
2022
Q1 		$330K Buy
1,334
+350
+36% +$87.2K 0.12% 76
2021
Q4 		$264K Buy
984
+40
+4% +$10.1K 0.09% 81
2021
Q3 		$228K Sell
944
-1
-0.1% -$239 0.08% 87
2021
Q2 		$218K Buy
945
+14
+2% +$3.26K 0.08% 85
2021
Q1 		$209K Buy
+931
New +$199K 0.09% 85

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

Red Wave Investments's MCD Position: Q1 2026 in Review

Red Wave Investments held its McDonald's (MCD) position steady in Q1 2026 at 877 shares worth $273K. The position accounts for 0.08% of the portfolio, ranked #93.

Red Wave Investments first reported a position in MCD in Q1 2021 and has held it in 21 quarters since. The position peaked at $330K in Q1 2022. 3,564 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Red Wave Investments held 877 shares of McDonald's worth $273K as of Q1 2026.
  • Red Wave Investments left its McDonald's share count unchanged in Q1 2026.
  • McDonald's made up 0.08% of Red Wave Investments's portfolio in Q1 2026, its #93 holding.
  • Red Wave Investments first reported a position in McDonald's in Q1 2021 and has held it in 21 quarters since.
  • Red Wave Investments's McDonald's position peaked at $330K in Q1 2022.
  • 3,564 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Red Wave Investments's 13F filing for Q1 2026, filed 8 May 2026.