Select Asset Management & Trust’s McDonald's MCD Stock Holding History

Select Asset Management & Trust’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	$3.11M	Hold	9,996	–	–	0.97%	17
2025 Q4	$3.06M	Hold	9,996	–	–	0.95%	19
2025 Q3	$3.04M	Hold	9,996	–	–	0.94%	20
2025 Q2	$2.92M	Hold	9,996	–	–	1%	19
2025 Q1	$3.12M	Hold	9,996	–	–	1.25%	16
2024 Q4	$2.9M	Sell	9,996 -9,500	-49%	-$2.83M	1.12%	15
2024 Q3	$5.94M	Hold	19,496	–	–	2.19%	10
2024 Q2	$4.97M	Hold	19,496	–	–	1.98%	10
2024 Q1	$5.5M	Sell	19,496 -4,000	-17%	-$1.16M	2.28%	11
2023 Q4	$6.97M	Sell	23,496 -12,500	-35%	-$3.4M	3.43%	8
2023 Q3	$9.48M	Sell	35,996 -10,000	-22%	-$2.85M	5.51%	5
2023 Q2	$13.7M	Buy	+45,996	New	+$13.4M	8.38%	2

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 $147M AUM 25.76% 1-Year Est. Return

Select Asset Management & Trust's MCD Position: Q1 2026 in Review

Select Asset Management & Trust held its McDonald's (MCD) position steady in Q1 2026 at 9,996 shares worth $3.11M. The position accounts for 0.97% of the portfolio, ranked #17.

Select Asset Management & Trust first reported a position in MCD in Q2 2023 and has held it in 12 quarters since. The position peaked at $13.7M in Q2 2023. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Select Asset Management & Trust held 9,996 shares of McDonald's worth $3.11M as of Q1 2026.
Select Asset Management & Trust left its McDonald's share count unchanged in Q1 2026.
McDonald's made up 0.97% of Select Asset Management & Trust's portfolio in Q1 2026, its #17 holding.
Select Asset Management & Trust first reported a position in McDonald's in Q2 2023 and has held it in 12 quarters since.
Select Asset Management & Trust's McDonald's position peaked at $13.7M in Q2 2023.
3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Select Asset Management & Trust's 13F filing for Q1 2026, filed 15 May 2026.