Satovsky Asset Management’s McDonald's MCD Stock Holding History

Satovsky Asset 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	$381K	Buy	1,226 +8	+0.7%	+$2.55K	0.07%	41
2025 Q4	$372K	Buy	1,218 +10	+0.8%	+$3.06K	0.07%	40
2025 Q3	$367K	Buy	1,208 +7	+0.6%	+$2.13K	0.07%	38
2025 Q2	$351K	Buy	1,201 +7	+0.6%	+$2.16K	0.07%	35
2025 Q1	$373K	Buy	1,194 +7	+0.6%	+$2.09K	0.08%	31
2024 Q4	$344K	Sell	1,187 -9	-0.8%	-$2.68K	0.08%	28
2024 Q3	$364K	Buy	1,196 +13	+1%	+$3.58K	0.08%	32
2024 Q2	$302K	Buy	1,183 +7	+0.6%	+$1.86K	0.07%	32
2024 Q1	$331K	Buy	1,176 +7	+0.6%	+$2.04K	0.1%	29
2023 Q4	$347K	Buy	1,169 +7	+0.6%	+$1.91K	0.11%	28
2023 Q3	$306K	Buy	1,162 +6	+0.5%	+$1.71K	0.1%	31
2023 Q2	$345K	Buy	1,156 +31	+3%	+$9.01K	0.12%	30
2023 Q1	$315K	Buy	1,125 +7	+0.6%	+$1.88K	0.12%	28
2022 Q4	$295K	Buy	1,118 +16	+1%	+$4.22K	0.12%	29
2022 Q3	$254K	Buy	1,102 +6	+0.5%	+$1.53K	0.15%	28
2022 Q2	$271K	Buy	1,096 +6	+0.6%	+$1.48K	0.16%	28
2022 Q1	$270K	Buy	1,090 +6	+0.6%	+$1.5K	0.18%	27
2021 Q4	$290K	Buy	1,084 +6	+0.6%	+$1.51K	0.19%	25
2021 Q3	$260K	Buy	1,078 +6	+0.6%	+$1.43K	0.19%	24
2021 Q2	$248K	Buy	1,072 +6	+0.6%	+$1.4K	0.19%	24
2021 Q1	$239K	Buy	1,066 +6	+0.6%	+$1.28K	0.21%	23
2020 Q4	$227K	Buy	+1,060	New	+$231K	0.21%	22

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

Satovsky Asset Management's MCD Position: Q1 2026 in Review

Satovsky Asset Management increased its McDonald's (MCD) stake by 0.66% in Q1 2026, buying an estimated $2.55K and bringing the position to 1,226 shares worth $381K. The position accounts for 0.07% of the portfolio, ranked #41.

Satovsky Asset Management first reported a position in MCD in Q4 2020 and has held it in 22 quarters since. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Satovsky Asset Management held 1,226 shares of McDonald's worth $381K as of Q1 2026.
Satovsky Asset Management bought 8 McDonald's shares in Q1 2026, an estimated $2.55K.
McDonald's made up 0.07% of Satovsky Asset Management's portfolio in Q1 2026, its #41 holding.
Satovsky Asset Management first reported a position in McDonald's in Q4 2020 and has held it in 22 quarters since.
3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Satovsky Asset Management's 13F filing for Q1 2026, filed 14 May 2026.