Rodgers Brothers’s McDonald's MCD Stock Holding History

Rodgers Brothers’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	$528K	Sell	1,699 -20	-1%	-$6.37K	0.06%	176
2025 Q4	$525K	Hold	1,719	–	–	0.06%	177
2025 Q3	$522K	Hold	1,719	–	–	0.06%	185
2025 Q2	$502K	Hold	1,719	–	–	0.06%	186
2025 Q1	$537K	Hold	1,719	–	–	0.07%	174
2024 Q4	$498K	Sell	1,719 -10	-0.6%	-$2.98K	0.07%	180
2024 Q3	$526K	Hold	1,729	–	–	0.07%	179
2024 Q2	$441K	Sell	1,729 -140	-7%	-$37.1K	0.06%	189
2024 Q1	$527K	Buy	1,869 +650	+53%	+$189K	0.07%	173
2023 Q4	$361K	Hold	1,219	–	–	0.06%	184
2023 Q3	$321K	Hold	1,219	–	–	0.05%	182
2023 Q2	$364K	Hold	1,219	–	–	0.06%	169
2023 Q1	$341K	Hold	1,219	–	–	0.07%	178
2022 Q4	$321K	Hold	1,219	–	–	0.06%	175
2022 Q3	$281K	Buy	1,219 +20	+2%	+$5.11K	0.06%	184
2022 Q2	$296K	Hold	1,199	–	–	0.06%	181
2022 Q1	$296K	Hold	1,199	–	–	0.05%	182
2021 Q4	$321K	Buy	+1,199	New	+$303K	0.06%	185
2019 Q4	–	Sell	-987	Closed	-$212K	–	194
2019 Q3	$212K	Hold	987	–	–	0.06%	181
2019 Q2	$205K	Buy	+987	New	+$196K	0.06%	189

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

Rodgers Brothers's MCD Position: Q1 2026 in Review

Rodgers Brothers reduced its McDonald's (MCD) stake by 1.2% in Q1 2026, selling an estimated $6.37K and leaving 1,699 shares worth $528K. The position accounts for 0.06% of the portfolio, ranked #176.

Rodgers Brothers first reported a position in MCD in Q2 2019 and has held it in 20 quarters since. The position peaked at $537K in Q1 2025. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Rodgers Brothers held 1,699 shares of McDonald's worth $528K as of Q1 2026.
Rodgers Brothers sold 20 McDonald's shares in Q1 2026, an estimated $6.37K.
McDonald's made up 0.06% of Rodgers Brothers's portfolio in Q1 2026, its #176 holding.
Rodgers Brothers first reported a position in McDonald's in Q2 2019 and has held it in 20 quarters since.
Rodgers Brothers's McDonald's position peaked at $537K in Q1 2025.
3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Rodgers Brothers's 13F filing for Q1 2026, filed 14 May 2026.