RW Investment Management’s McDonald's MCD Stock Holding History

RW 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	$310K	Buy	+997	New	+$318K	0.03%	88
2025 Q3	$303K	Hold	997	–	–	0.03%	85
2025 Q2	$291K	Hold	997	–	–	0.03%	88
2025 Q1	$311K	Hold	997	–	–	0.04%	75
2024 Q4	$289K	Hold	997	–	–	0.04%	80
2024 Q3	$304K	Hold	997	–	–	0.04%	78
2024 Q2	$254K	Hold	997	–	–	0.03%	80
2024 Q1	$281K	Buy	997 +81	+9%	+$23.6K	0.04%	77
2023 Q4	$272K	Hold	916	–	–	0.04%	74
2023 Q3	$241K	Hold	916	–	–	0.04%	75
2023 Q2	$273K	Hold	916	–	–	0.06%	71
2023 Q1	$256K	Hold	916	–	–	0.07%	72
2022 Q4	$241K	Buy	+916	New	+$242K	0.1%	71

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

RW Investment Management's MCD Position: Q1 2026 in Review

RW Investment Management opened a new position in McDonald's (MCD) in Q1 2026: 997 shares worth $310K. The stake represents 0.03% of the portfolio and ranks #88 among its holdings. This is a return to the name: RW Investment Management previously reported a position in MCD as recently as Q3 2025.

RW Investment Management first reported a position in MCD in Q4 2022 and has held it in 13 quarters since. The position peaked at $311K in Q1 2025. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

RW Investment Management held 997 shares of McDonald's worth $310K as of Q1 2026.
McDonald's was a new RW Investment Management position in Q1 2026.
McDonald's made up 0.03% of RW Investment Management's portfolio in Q1 2026, its #88 holding.
RW Investment Management first reported a position in McDonald's in Q4 2022 and has held it in 13 quarters since.
RW Investment Management's McDonald's position peaked at $311K in Q1 2025.
3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on RW Investment Management's 13F filing for Q1 2026, filed 28 Apr 2026.