Scotia Capital’s McDonald's MCD Stock Holding History

Scotia Capital’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	$103M	Buy	331,607 +658	+0.2%	+$210K	0.42%	44
2025 Q4	$101M	Buy	330,949 +3,895	+1%	+$1.19M	0.41%	46
2025 Q3	$99.4M	Sell	327,054 -10,442	-3%	-$3.18M	0.42%	43
2025 Q2	$98.6M	Sell	337,496 -195,852	-37%	-$60.4M	0.47%	43
2025 Q1	$167M	Buy	533,348 +32,140	+6%	+$9.61M	0.89%	33
2024 Q4	$145M	Buy	501,208 +25,225	+5%	+$7.52M	0.77%	33
2024 Q3	$145M	Buy	475,983 +23,986	+5%	+$6.61M	0.78%	33
2024 Q2	$115M	Buy	451,997 +59,633	+15%	+$15.8M	0.67%	36
2024 Q1	$111M	Buy	392,364 +101,460	+35%	+$29.5M	0.66%	37
2023 Q4	$86.3M	Buy	290,904 +46,051	+19%	+$12.5M	0.56%	39
2023 Q3	$64.5M	Buy	244,853 +26,867	+12%	+$7.66M	0.47%	43
2023 Q2	$65M	Buy	217,986 +30,878	+17%	+$8.97M	0.45%	46
2023 Q1	$52.3M	Sell	187,108 -11,199	-6%	-$3M	0.38%	51
2022 Q4	$52.3M	Buy	198,307 +6,370	+3%	+$1.68M	0.4%	47
2022 Q3	$44.3M	Buy	191,937 +28,428	+17%	+$7.27M	0.36%	54
2022 Q2	$40.4M	Sell	163,509 -115	-0.1%	-$28.3K	0.3%	59
2022 Q1	$40.5M	Buy	163,624 +1,055	+0.6%	+$263K	0.26%	63
2021 Q4	$43.6M	Buy	162,569 +4,124	+3%	+$1.04M	0.29%	62
2021 Q3	$38.2M	Buy	158,445 +2,801	+2%	+$669K	0.28%	70
2021 Q2	$36M	Sell	155,644 -4,373	-3%	-$1.02M	0.26%	74
2021 Q1	$35.9M	Buy	160,017 +6,662	+4%	+$1.42M	0.29%	67
2020 Q4	$32.9M	Buy	153,355 +4,018	+3%	+$874K	0.3%	71
2020 Q3	$32.8M	Sell	149,337 -15,632	-9%	-$3.21M	0.36%	61
2020 Q2	$30.5M	Buy	164,969 +2,498	+2%	+$458K	0.43%	52
2020 Q1	$26.9M	Buy	162,471 +7,730	+5%	+$1.52M	0.37%	59
2019 Q4	$30.6M	Buy	154,741 +22,444	+17%	+$4.45M	0.34%	62
2019 Q3	$28.4M	Sell	132,297 -3,119	-2%	-$669K	0.33%	61
2019 Q2	$28.1M	Buy	135,416 +3,538	+3%	+$701K	0.34%	57
2019 Q1	$25M	Buy	131,878 +10,298	+8%	+$1.87M	0.32%	60
2018 Q4	$21.6M	Buy	121,580 +2,544	+2%	+$451K	0.32%	62
2018 Q3	$19.9M	Sell	119,036 -9,097	-7%	-$1.46M	0.25%	70
2018 Q2	$19.9M	Buy	128,133 +3,425	+3%	+$555K	0.28%	69
2018 Q1	$19.5M	Buy	124,708 +5,067	+4%	+$834K	0.27%	69
2017 Q4	$20.6M	Buy	119,641 +959	+0.8%	+$161K	0.27%	64
2017 Q3	$18.6M	Buy	118,682 +4,835	+4%	+$758K	0.26%	66
2017 Q2	$17.4M	Sell	113,847 -452	-0.4%	-$65.3K	0.29%	60
2017 Q1	$14.8M	Buy	114,299 +1,677	+1%	+$210K	0.25%	69
2016 Q4	$13.7M	Buy	112,622 +2,524	+2%	+$296K	0.22%	77
2016 Q3	$12.7M	Sell	110,098 -8,469	-7%	-$1M	0.23%	77
2016 Q2	$14.3M	Sell	118,567 -5,104	-4%	-$639K	0.29%	64
2016 Q1	$15.6M	Buy	123,671 +3,166	+3%	+$378K	0.34%	58
2015 Q4	$14.2M	Buy	120,505 +3,708	+3%	+$415K	0.32%	65
2015 Q3	$11.5M	Sell	116,797 -23,725	-17%	-$2.31M	0.26%	64
2015 Q2	$13.4M	Sell	140,522 -9,704	-6%	-$939K	0.27%	68
2015 Q1	$14.6M	Sell	150,226 -38,251	-20%	-$3.63M	0.38%	53
2014 Q4	$17.6M	Sell	188,477 -64,044	-25%	-$6M	0.46%	45
2014 Q3	$23.9M	Sell	252,521 -30,611	-11%	-$2.92M	0.51%	39
2014 Q2	$28.5M	Sell	283,132 -73,760	-21%	-$7.45M	0.62%	34
2014 Q1	$35M	Buy	356,892 +8,260	+2%	+$790K	0.78%	28
2013 Q4	$33.8M	Sell	348,632 -46,746	-12%	-$4.49M	0.81%	27
2013 Q3	$38.1M	Buy	395,378 +68,894	+21%	+$6.73M	1.02%	20
2013 Q2	$32.3M	Buy	+326,484	New	+$32.7M	1.25%	18

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

Scotia Capital's MCD Position: Q1 2026 in Review

Scotia Capital increased its McDonald's (MCD) stake by 0.2% in Q1 2026, buying an estimated $210K and bringing the position to 331,607 shares worth $103M. The position accounts for 0.42% of the portfolio, ranked #44.

Scotia Capital first reported a position in MCD in Q2 2013 and has held it in 52 quarters since. The position peaked at $167M in Q1 2025. 3,564 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Scotia Capital held 331,607 shares of McDonald's worth $103M as of Q1 2026.
Scotia Capital bought 658 McDonald's shares in Q1 2026, an estimated $210K.
McDonald's made up 0.42% of Scotia Capital's portfolio in Q1 2026, its #44 holding.
Scotia Capital first reported a position in McDonald's in Q2 2013 and has held it in 52 quarters since.
Scotia Capital's McDonald's position peaked at $167M in Q1 2025.
3,564 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Scotia Capital's 13F filing for Q1 2026, filed 13 May 2026.