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S-Bank Fund Management’s McDonald's MCD Stock Holding History

S-Bank Fund 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 		$9.06M Sell
29,159
-485
-2% -$155K 1.35% 21
2025
Q4 		$9.06M Buy
29,644
+7,659
+35% +$2.35M 1.17% 22
2025
Q3 		$6.68M Sell
21,985
-156
-0.7% -$47.5K 0.89% 28
2025
Q2 		$6.47M Sell
22,141
-2,871
-11% -$885K 0.95% 25
2025
Q1 		$7.81M Buy
+25,012
New +$7.48M 1.47% 13

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-Bank Fund Management's MCD Position: Q1 2026 in Review

S-Bank Fund Management reduced its McDonald's (MCD) stake by 1.6% in Q1 2026, selling an estimated $155K and leaving 29,159 shares worth $9.06M. The position accounts for 1.35% of the portfolio, ranked #21.

S-Bank Fund Management first reported a position in MCD in Q1 2025 and has held it in 5 quarters since. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • S-Bank Fund Management held 29,159 shares of McDonald's worth $9.06M as of Q1 2026.
  • S-Bank Fund Management sold 485 McDonald's shares in Q1 2026, an estimated $155K.
  • McDonald's made up 1.35% of S-Bank Fund Management's portfolio in Q1 2026, its #21 holding.
  • S-Bank Fund Management first reported a position in McDonald's in Q1 2025 and has held it in 5 quarters since.
  • 3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on S-Bank Fund Management's 13F filing for Q1 2026, filed 11 May 2026.