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Ruggaard & Associates’s McDonald's MCD Stock Holding History

Ruggaard & Associates’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 		$397K Buy
1,276
+31
+2% +$9.88K 0.16% 84
2025
Q4 		$380K Buy
1,245
+48
+4% +$14.7K 0.15% 85
2025
Q3 		$364K Buy
1,197
+3
+0.3% +$913 0.14% 84
2025
Q2 		$349K Sell
1,194
-14
-1% -$4.32K 0.14% 84
2025
Q1 		$377K Buy
1,208
+77
+7% +$23K 0.17% 78
2024
Q4 		$328K Buy
1,131
+6
+0.5% +$1.79K 0.14% 85
2024
Q3 		$343K Buy
1,125
+133
+13% +$36.7K 0.15% 90
2024
Q2 		$253K Buy
992
+53
+6% +$14.1K 0.12% 98
2024
Q1 		$265K Sell
939
-59
-6% -$17.2K 0.13% 99
2023
Q4 		$296K Buy
998
+25
+3% +$6.8K 0.16% 91
2023
Q3 		$256K Sell
973
-6
-0.6% -$1.71K 0.15% 91
2023
Q2 		$292K Buy
979
+30
+3% +$8.72K 0.17% 83
2023
Q1 		$265K Buy
+949
New +$254K 0.16% 86

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

Ruggaard & Associates's MCD Position: Q1 2026 in Review

Ruggaard & Associates increased its McDonald's (MCD) stake by 2.5% in Q1 2026, buying an estimated $9.88K and bringing the position to 1,276 shares worth $397K. The position accounts for 0.16% of the portfolio, ranked #84.

Ruggaard & Associates first reported a position in MCD in Q1 2023 and has held it in 13 quarters since. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Ruggaard & Associates held 1,276 shares of McDonald's worth $397K as of Q1 2026.
  • Ruggaard & Associates bought 31 McDonald's shares in Q1 2026, an estimated $9.88K.
  • McDonald's made up 0.16% of Ruggaard & Associates's portfolio in Q1 2026, its #84 holding.
  • Ruggaard & Associates first reported a position in McDonald's in Q1 2023 and has held it in 13 quarters since.
  • 3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Ruggaard & Associates's 13F filing for Q1 2026, filed 26 May 2026.