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Rothschild Investment LLC’s McDonald's MCD Stock Holding History

Rothschild Investment LLC’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 		$7.14M Buy
22,968
+538
+2% +$171K 0.37% 65
2025
Q4 		$6.86M Sell
22,430
-746
-3% -$228K 0.38% 63
2025
Q3 		$7.04M Sell
23,176
-486
-2% -$148K 0.4% 60
2025
Q2 		$6.91M Sell
23,662
-625
-3% -$193K 0.43% 56
2025
Q1 		$7.59M Sell
24,287
-369
-1% -$110K 0.51% 52
2024
Q4 		$7.15M Sell
24,656
-427
-2% -$127K 0.47% 56
2024
Q3 		$7.64M Sell
25,083
-262
-1% -$72.2K 0.5% 56
2024
Q2 		$6.46M Buy
25,345
+1,641
+7% +$435K 0.45% 56
2024
Q1 		$6.68M Buy
23,704
+2,740
+13% +$797K 0.48% 58
2023
Q4 		$6.22M Sell
20,964
-3,100
-13% -$844K 0.52% 53
2023
Q3 		$6.34M Buy
24,064
+96
+0.4% +$27.4K 0.53% 53
2023
Q2 		$7.15M Sell
23,968
-732
-3% -$213K 0.6% 43
2023
Q1 		$6.91M Buy
24,700
+480
+2% +$129K 0.6% 48
2022
Q4 		$6.38M Sell
24,220
-397
-2% -$105K 0.59% 48
2022
Q3 		$5.68M Sell
24,617
-168
-0.7% -$42.9K 0.56% 48
2022
Q2 		$6.12M Sell
24,785
-100
-0.4% -$24.6K 0.56% 49
2022
Q1 		$6.15M Sell
24,885
-33
-0.1% -$8.22K 0.48% 60
2021
Q4 		$6.68M Sell
24,918
-1,086
-4% -$274K 0.52% 57
2021
Q3 		$6.27M Buy
26,004
+585
+2% +$140K 0.53% 60
2021
Q2 		$5.87M Sell
25,419
-436
-2% -$101K 0.47% 66
2021
Q1 		$5.79M Sell
25,855
-268
-1% -$57.3K 0.5% 65
2020
Q4 		$5.61M Sell
26,123
-1,435
-5% -$312K 0.54% 54
2020
Q3 		$6.05M Sell
27,558
-620
-2% -$127K 0.66% 48
2020
Q2 		$5.2M Buy
28,178
+334
+1% +$61.2K 0.63% 49
2020
Q1 		$4.6M Sell
27,844
-197
-0.7% -$38.8K 0.6% 46
2019
Q4 		$5.54M Buy
28,041
+3,626
+15% +$719K 0.55% 51
2019
Q3 		$5.24M Buy
24,415
+70
+0.3% +$15K 0.61% 49
2019
Q2 		$5.05M Sell
24,345
-948
-4% -$188K 0.6% 49
2019
Q1 		$4.8M Buy
25,293
+800
+3% +$145K 0.56% 52
2018
Q4 		$4.35M Sell
24,493
-300
-1% -$53.2K 0.58% 50
2018
Q3 		$4.15M Sell
24,793
-289
-1% -$46.3K 0.49% 58
2018
Q2 		$3.93M Sell
25,082
-100
-0.4% -$16.2K 0.49% 56
2018
Q1 		$3.94M Sell
25,182
-4,885
-16% -$804K 0.5% 55
2017
Q4 		$5.17M Sell
30,067
-390
-1% -$65.5K 0.56% 48
2017
Q3 		$4.77M Sell
30,457
-867
-3% -$136K 0.54% 48
2017
Q2 		$4.8M Sell
31,324
-5,403
-15% -$781K 0.54% 46
2017
Q1 		$4.76M Sell
36,727
-1,231
-3% -$154K 0.55% 48
2016
Q4 		$4.62M Buy
37,958
+300
+0.8% +$35.2K 0.56% 48
2016
Q3 		$4.34M Sell
37,658
-365
-1% -$43.3K 0.53% 50
2016
Q2 		$4.58M Sell
38,023
-558
-1% -$69.9K 0.58% 46
2016
Q1 		$4.85M Sell
38,581
-2,365
-6% -$283K 0.62% 42
2015
Q4 		$4.84M Buy
40,946
+2,016
+5% +$225K 0.62% 45
2015
Q3 		$3.84M Buy
38,930
+1,050
+3% +$102K 0.51% 52
2015
Q2 		$3.6M Sell
37,880
-115
-0.3% -$11.1K 0.42% 62
2015
Q1 		$3.7M Buy
37,995
+585
+2% +$55.5K 0.43% 64
2014
Q4 		$3.5M Sell
37,410
-900
-2% -$84.3K 0.42% 62
2014
Q3 		$3.63M Sell
38,310
-7,531
-16% -$718K 0.44% 59
2014
Q2 		$4.62M Sell
45,841
-2,038
-4% -$206K 0.59% 49
2014
Q1 		$4.69M Sell
47,879
-10,145
-17% -$970K 0.63% 47
2013
Q4 		$5.63M Buy
58,024
+3,585
+7% +$344K 0.77% 33
2013
Q3 		$5.24M Buy
54,439
+7,400
+16% +$722K 0.77% 36
2013
Q2 		$4.66M Buy
+47,039
New +$4.71M 0.76% 38

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

Rothschild Investment LLC's MCD Position: Q1 2026 in Review

Rothschild Investment LLC increased its McDonald's (MCD) stake by 2.4% in Q1 2026, buying an estimated $171K and bringing the position to 22,968 shares worth $7.14M. The position accounts for 0.37% of the portfolio, ranked #65.

Rothschild Investment LLC first reported a position in MCD in Q2 2013 and has held it in 52 quarters since. The position peaked at $7.64M in Q3 2024. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Rothschild Investment LLC held 22,968 shares of McDonald's worth $7.14M as of Q1 2026.
  • Rothschild Investment LLC bought 538 McDonald's shares in Q1 2026, an estimated $171K.
  • McDonald's made up 0.37% of Rothschild Investment LLC's portfolio in Q1 2026, its #65 holding.
  • Rothschild Investment LLC first reported a position in McDonald's in Q2 2013 and has held it in 52 quarters since.
  • Rothschild Investment LLC's McDonald's position peaked at $7.64M in Q3 2024.
  • 3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.