S&CO Inc’s McDonald's MCD Stock Holding History

S&CO Inc’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	$2.62M	Hold	8,445	–	–	0.16%	102
2025 Q4	$2.58M	Hold	8,445	–	–	0.16%	103
2025 Q3	$2.57M	Hold	8,445	–	–	0.16%	104
2025 Q2	$2.47M	Sell	8,445 -180	-2%	-$55.5K	0.16%	103
2025 Q1	$2.69M	Hold	8,625	–	–	0.18%	101
2024 Q4	$2.5M	Hold	8,625	–	–	0.17%	104
2024 Q3	$2.63M	Hold	8,625	–	–	0.17%	99
2024 Q2	$2.2M	Hold	8,625	–	–	0.15%	104
2024 Q1	$2.43M	Hold	8,625	–	–	0.17%	97
2023 Q4	$2.56M	Hold	8,625	–	–	0.2%	86
2023 Q3	$2.27M	Sell	8,625 -90	-1%	-$25.7K	0.19%	85
2023 Q2	$2.6M	Hold	8,715	–	–	0.21%	78
2023 Q1	$2.44M	Hold	8,715	–	–	0.21%	79
2022 Q4	$2.3M	Sell	8,715 -100	-1%	-$26.4K	0.2%	78
2022 Q3	$2.03M	Sell	8,815 -127	-1%	-$32.5K	0.18%	81
2022 Q2	$2.21M	Sell	8,942 -340	-4%	-$83.7K	0.19%	83
2022 Q1	$2.29M	Hold	9,282	–	–	0.16%	92
2021 Q4	$2.49M	Buy	9,282 +2,000	+27%	+$505K	0.18%	92
2021 Q3	$1.75M	Hold	7,282	–	–	0.14%	99
2021 Q2	$1.68M	Hold	7,282	–	–	0.13%	101
2021 Q1	$1.63M	Hold	7,282	–	–	0.14%	99
2020 Q4	$1.56M	Hold	7,282	–	–	0.14%	101
2020 Q3	$1.6M	Sell	7,282 -145	-2%	-$29.8K	0.16%	96
2020 Q2	$1.37M	Sell	7,427 -700	-9%	-$128K	0.15%	97
2020 Q1	$1.34M	Sell	8,127 -160	-2%	-$31.5K	0.18%	83
2019 Q4	$1.64M	Sell	8,287 -1,595	-16%	-$316K	0.17%	88
2019 Q3	$2.12M	Hold	9,882	–	–	0.24%	75
2019 Q2	$2.05M	Buy	9,882 +105	+1%	+$20.8K	0.23%	78
2019 Q1	$1.86M	Sell	9,777 -140	-1%	-$25.4K	0.21%	82
2018 Q4	$1.76M	Sell	9,917 -328	-3%	-$58.2K	0.22%	76
2018 Q3	$1.71M	Hold	10,245	–	–	0.19%	83
2018 Q2	$1.6M	Sell	10,245 -200	-2%	-$32.4K	0.19%	87
2018 Q1	$1.63M	Sell	10,445 -245	-2%	-$40.3K	0.21%	81
2017 Q4	$1.84M	Hold	10,690	–	–	0.23%	76
2017 Q3	$1.68M	Hold	10,690	–	–	0.21%	83
2017 Q2	$1.64M	Sell	10,690 -200	-2%	-$28.9K	0.22%	81
2017 Q1	$1.41M	Hold	10,890	–	–	0.19%	87
2016 Q4	$1.33M	Hold	10,890	–	–	0.19%	85
2016 Q3	$1.26M	Hold	10,890	–	–	0.19%	86
2016 Q2	$1.31M	Hold	10,890	–	–	0.2%	76
2016 Q1	$1.37M	Hold	10,890	–	–	0.22%	74
2015 Q4	$1.29M	Sell	10,890 -390	-3%	-$43.6K	0.22%	73
2015 Q3	$1.11M	Buy	11,280 +1,850	+20%	+$180K	0.19%	81
2015 Q2	$897K	Buy	9,430 +1,200	+15%	+$116K	0.13%	96
2015 Q1	$802K	Hold	8,230	–	–	0.11%	102
2014 Q4	$771K	Hold	8,230	–	–	0.11%	101
2014 Q3	$780K	Hold	8,230	–	–	0.12%	93
2014 Q2	$829K	Hold	8,230	–	–	0.12%	86
2014 Q1	$807K	Hold	8,230	–	–	0.12%	83
2013 Q4	$799K	Hold	8,230	–	–	0.13%	80
2013 Q3	$792K	Hold	8,230	–	–	0.14%	80
2013 Q2	$815K	Buy	+8,230	New	+$824K	0.12%	78

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 $137B AUM 18.02% 1-Year Est. Return

S&CO Inc's MCD Position: Q1 2026 in Review

S&CO Inc held its McDonald's (MCD) position steady in Q1 2026 at 8,445 shares worth $2.62M. The position accounts for 0.16% of the portfolio, ranked #102.

S&CO Inc first reported a position in MCD in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.69M in Q1 2025. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

S&CO Inc held 8,445 shares of McDonald's worth $2.62M as of Q1 2026.
S&CO Inc left its McDonald's share count unchanged in Q1 2026.
McDonald's made up 0.16% of S&CO Inc's portfolio in Q1 2026, its #102 holding.
S&CO Inc first reported a position in McDonald's in Q2 2013 and has held it in 52 quarters since.
S&CO Inc's McDonald's position peaked at $2.69M in Q1 2025.
3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on S&CO Inc's 13F filing for Q1 2026, filed 7 May 2026.