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S.A. Mason’s McDonald's MCD Stock Holding History

S.A. Mason’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 		$1.51M Sell
4,864
-200
-4% -$63.7K 0.57% 49
2025
Q4 		$1.55M Buy
5,064
+950
+23% +$291K 0.61% 42
2025
Q3 		$1.25M Buy
4,114
+1,025
+33% +$312K 0.55% 48
2025
Q2 		$903K Hold
3,089
– – 0.44% 60
2025
Q1 		$965K Sell
3,089
-7
-0.2% -$2.09K 0.51% 52
2024
Q4 		$897K Buy
3,096
+64
+2% +$19.1K 0.47% 54
2024
Q3 		$923K Buy
3,032
+16
+0.5% +$4.41K 0.49% 52
2024
Q2 		$769K Buy
3,016
+1
+0% +$265 0.44% 60
2024
Q1 		$850K Buy
3,015
+8
+0.3% +$2.33K 0.51% 50
2023
Q4 		$891K Buy
3,007
+222
+8% +$60.4K 0.6% 45
2023
Q3 		$734K Buy
2,785
+2
+0.1% +$570 0.53% 49
2023
Q2 		$778K Hold
2,783
– – 0.57% 49
2023
Q1 		$778K Buy
2,783
+1
+0% +$268 0.57% 49
2022
Q4 		$733K Buy
2,782
+1
+0% +$264 0.55% 50
2022
Q3 		$642K Sell
2,781
-49
-2% -$12.5K 0.51% 52
2022
Q2 		$699K Buy
2,830
+1
+0% +$246 0.51% 53
2022
Q1 		$700K Buy
2,829
+1
+0% +$249 0.44% 59
2021
Q4 		$758K Sell
2,828
-9
-0.3% -$2.27K 0.46% 57
2021
Q3 		$684K Buy
2,837
+1
+0% +$239 0.45% 62
2021
Q2 		$655K Buy
2,836
+1
+0% +$233 0.45% 64
2021
Q1 		$635K Buy
2,835
+1
+0% +$214 0.47% 64
2020
Q4 		$608K Buy
2,834
+1
+0% +$217 0.51% 58
2020
Q3 		$622K Buy
2,833
+1
+0% +$205 0.59% 50
2020
Q2 		$522K Buy
2,832
+1
+0% +$183 0.55% 53
2020
Q1 		$468K Buy
2,831
+61
+2% +$12K 0.57% 48
2019
Q4 		$547K Buy
+2,770
New +$549K 0.52% 59

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

S.A. Mason's MCD Position: Q1 2026 in Review

S.A. Mason reduced its McDonald's (MCD) stake by 3.9% in Q1 2026, selling an estimated $63.7K and leaving 4,864 shares worth $1.51M. The position accounts for 0.57% of the portfolio, ranked #49.

S.A. Mason first reported a position in MCD in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.55M in Q4 2025. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • S.A. Mason held 4,864 shares of McDonald's worth $1.51M as of Q1 2026.
  • S.A. Mason sold 200 McDonald's shares in Q1 2026, an estimated $63.7K.
  • McDonald's made up 0.57% of S.A. Mason's portfolio in Q1 2026, its #49 holding.
  • S.A. Mason first reported a position in McDonald's in Q4 2019 and has held it in 26 quarters since.
  • S.A. Mason's McDonald's position peaked at $1.55M in Q4 2025.
  • 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on S.A. Mason's 13F filing for Q1 2026, filed 27 Apr 2026.