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Sand Hill Global Advisors’s McDonald's MCD Stock Holding History

Sand Hill Global Advisors’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 		$650K Buy
2,091
+114
+6% +$36.3K 0.02% 131
2025
Q4 		$604K Buy
1,977
+17
+0.9% +$5.21K 0.02% 132
2025
Q3 		$596K Sell
1,960
-77
-4% -$23.4K 0.02% 131
2025
Q2 		$595K Sell
2,037
-525
-20% -$162K 0.02% 138
2025
Q1 		$800K Buy
2,562
+503
+24% +$150K 0.03% 124
2024
Q4 		$597K Sell
2,059
-132
-6% -$39.4K 0.03% 134
2024
Q3 		$667K Buy
2,191
+71
+3% +$19.6K 0.03% 125
2024
Q2 		$540K Sell
2,120
-2
-0.1% -$531 0.02% 133
2024
Q1 		$598K Sell
2,122
-193
-8% -$56.1K 0.03% 114
2023
Q4 		$686K Buy
2,315
+128
+6% +$34.8K 0.03% 111
2023
Q3 		$576K Buy
2,187
+3
+0.1% +$856 0.03% 108
2023
Q2 		$652K Buy
2,184
+2
+0.1% +$581 0.03% 108
2023
Q1 		$610K Sell
2,182
-105
-5% -$28.1K 0.03% 109
2022
Q4 		$603K Buy
2,287
+111
+5% +$29.3K 0.03% 114
2022
Q3 		$502K Buy
2,176
+45
+2% +$11.5K 0.03% 115
2022
Q2 		$526K Buy
2,131
+797
+60% +$196K 0.03% 113
2022
Q1 		$330K Buy
1,334
+2
+0.2% +$498 0.02% 127
2021
Q4 		$357K Sell
1,332
-42
-3% -$10.6K 0.02% 122
2021
Q3 		$331K Sell
1,374
-152
-10% -$36.3K 0.02% 122
2021
Q2 		$352K Sell
1,526
-186
-11% -$43.3K 0.02% 116
2021
Q1 		$384K Buy
1,712
+17
+1% +$3.64K 0.03% 105
2020
Q4 		$364K Sell
1,695
-52
-3% -$11.3K 0.02% 109
2020
Q3 		$383K Buy
1,747
+138
+9% +$28.3K 0.03% 101
2020
Q2 		$297K Buy
1,609
+120
+8% +$22K 0.02% 108
2020
Q1 		$246K Sell
1,489
-13
-0.9% -$2.56K 0.02% 108
2019
Q4 		$297K Buy
1,502
+52
+4% +$10.3K 0.03% 119
2019
Q3 		$311K Hold
1,450
– – 0.03% 119
2019
Q2 		$301K Sell
1,450
-18
-1% -$3.56K 0.03% 93
2019
Q1 		$279K Buy
1,468
+18
+1% +$3.27K 0.03% 91
2018
Q4 		$257K Hold
1,450
– – 0.03% 95
2018
Q3 		$243K Sell
1,450
-62
-4% -$9.94K 0.02% 95
2018
Q2 		$237K Buy
1,512
+12
+0.8% +$1.95K 0.02% 97
2018
Q1 		$235K Hold
1,500
– – 0.23% 71
2017
Q4 		$258K Sell
1,500
-71
-5% -$11.9K 0.03% 96
2017
Q3 		$246K Buy
1,571
+196
+14% +$30.7K 0.03% 103
2017
Q2 		$211K Buy
+1,375
New +$199K 0.02% 106
2015
Q2 		– Sell
-2,094
Closed -$204K – 79
2015
Q1 		$204K Sell
2,094
-3,160
-60% -$300K 0.03% 77
2014
Q4 		$492K Buy
5,254
+660
+14% +$61.8K 0.08% 63
2014
Q3 		$436K Hold
4,594
– – 0.07% 63
2014
Q2 		$463K Sell
4,594
-740
-14% -$74.7K 0.09% 62
2014
Q1 		$523K Hold
5,334
– – 0.11% 60
2013
Q4 		$518K Buy
5,334
+55
+1% +$5.28K 0.11% 60
2013
Q3 		$508K Buy
5,279
+1,379
+35% +$135K 0.09% 62
2013
Q2 		$386K Buy
+3,900
New +$391K 0.11% 55

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

Sand Hill Global Advisors's MCD Position: Q1 2026 in Review

Sand Hill Global Advisors increased its McDonald's (MCD) stake by 5.8% in Q1 2026, buying an estimated $36.3K and bringing the position to 2,091 shares worth $650K. The position accounts for 0.02% of the portfolio, ranked #131.

Sand Hill Global Advisors first reported a position in MCD in Q2 2013 and has held it in 44 quarters since. The position peaked at $800K in Q1 2025. 3,564 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Sand Hill Global Advisors held 2,091 shares of McDonald's worth $650K as of Q1 2026.
  • Sand Hill Global Advisors bought 114 McDonald's shares in Q1 2026, an estimated $36.3K.
  • McDonald's made up 0.02% of Sand Hill Global Advisors's portfolio in Q1 2026, its #131 holding.
  • Sand Hill Global Advisors first reported a position in McDonald's in Q2 2013 and has held it in 44 quarters since.
  • Sand Hill Global Advisors's McDonald's position peaked at $800K in Q1 2025.
  • 3,564 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Sand Hill Global Advisors's 13F filing for Q1 2026, filed 14 May 2026.