Sather Financial Group’s McDonald's MCD Stock Holding History

Sather Financial Group’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	$494K	Buy	1,591 +173	+12%	+$55.1K	0.03%	63
2025 Q4	$433K	Buy	1,418 +93	+7%	+$28.5K	0.02%	66
2025 Q3	$403K	Buy	1,325 +107	+9%	+$32.6K	0.02%	69
2025 Q2	$356K	Hold	1,218	–	–	0.02%	81
2025 Q1	$380K	Buy	1,218 +133	+12%	+$39.8K	0.02%	64
2024 Q4	$314K	Sell	1,085 -137	-11%	-$40.9K	0.02%	73
2024 Q3	$372K	Sell	1,222 -40	-3%	-$11K	0.02%	63
2024 Q2	$322K	Sell	1,262 -18,747	-94%	-$4.97M	0.02%	66
2024 Q1	$5.64M	Sell	20,009 -9,370	-32%	-$2.73M	0.4%	30
2023 Q4	$8.71M	Sell	29,379 -16	-0.1%	-$4.36K	0.64%	30
2023 Q3	$7.74M	Buy	29,395 +72	+0.2%	+$20.5K	0.64%	31
2023 Q2	$8.75M	Sell	29,323 -82	-0.3%	-$23.8K	0.7%	32
2023 Q1	$8.22M	Sell	29,405 -14,223	-33%	-$3.81M	0.71%	32
2022 Q4	$11.5M	Buy	43,628 +42,223	+3,005%	+$11.1M	0.95%	33
2022 Q3	$324K	Sell	1,405 -8	-0.6%	-$2.04K	0.04%	60
2022 Q2	$349K	Buy	1,413 +115	+9%	+$28.3K	0.04%	62
2022 Q1	$321K	Buy	1,298 +193	+17%	+$48.1K	0.03%	72
2021 Q4	$296K	Buy	1,105 +5	+0.5%	+$1.26K	0.03%	64
2021 Q3	$265K	Buy	1,100 +4	+0.4%	+$955	0.03%	68
2021 Q2	$253K	Buy	1,096 +5	+0.5%	+$1.16K	0.03%	48
2021 Q1	$245K	Buy	1,091 +5	+0.5%	+$1.07K	0.03%	43
2020 Q4	$233K	Buy	1,086 +85	+8%	+$18.5K	0.03%	42
2020 Q3	$219K	Buy	+1,001	New	+$206K	0.03%	40
2020 Q1	–	Sell	-1,278	Closed	-$252K	–	77
2019 Q4	$252K	Buy	1,278 +300	+31%	+$59.5K	0.04%	70
2019 Q3	$209K	Buy	978 +5	+0.5%	+$1.07K	0.04%	55
2019 Q2	$202K	Sell	973 -1,696	-64%	-$336K	0.04%	54
2019 Q1	$506K	Sell	2,669 -2,195	-45%	-$398K	0.1%	41
2018 Q4	$863K	Buy	4,864 +5	+0.1%	+$887	0.19%	38
2018 Q3	$812K	Sell	4,859 -75	-2%	-$12K	0.16%	39
2018 Q2	$773K	Buy	4,934 +4	+0.1%	+$649	0.17%	41
2018 Q1	$771K	Buy	4,930 +86	+2%	+$14.1K	0.18%	41
2017 Q4	$834K	Buy	4,844 +5	+0.1%	+$840	0.21%	37
2017 Q3	$758K	Buy	4,839 +5	+0.1%	+$784	0.21%	40
2017 Q2	$740K	Buy	+4,834	New	+$699K	0.21%	38
2014 Q2	–	Sell	-13,860	Closed	-$1.36M	–	58
2014 Q1	$1.36M	Buy	13,860 +6	+0%	+$574	0.86%	36
2013 Q4	$1.34M	Buy	13,854 +6	+0%	+$576	0.9%	35
2013 Q3	$1.33M	Buy	13,848 +6	+0%	+$586	0.96%	35
2013 Q2	$1.37M	Buy	+13,842	New	+$1.39M	1.13%	32

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

Sather Financial Group's MCD Position: Q1 2026 in Review

Sather Financial Group increased its McDonald's (MCD) stake by 12% in Q1 2026, buying an estimated $55.1K and bringing the position to 1,591 shares worth $494K. The position accounts for 0.03% of the portfolio, ranked #63.

Sather Financial Group first reported a position in MCD in Q2 2013 and has held it in 38 quarters since. The position peaked at $11.5M in Q4 2022. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Sather Financial Group held 1,591 shares of McDonald's worth $494K as of Q1 2026.
Sather Financial Group bought 173 McDonald's shares in Q1 2026, an estimated $55.1K.
McDonald's made up 0.03% of Sather Financial Group's portfolio in Q1 2026, its #63 holding.
Sather Financial Group first reported a position in McDonald's in Q2 2013 and has held it in 38 quarters since.
Sather Financial Group's McDonald's position peaked at $11.5M in Q4 2022.
3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Sather Financial Group's 13F filing for Q1 2026, filed 29 Apr 2026.