Seven Mile Advisory’s McDonald's MCD Stock Holding History

Seven Mile Advisory’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	$661K	Buy	2,128 +373	+21%	+$119K	0.48%	35
2025 Q4	$537K	Sell	1,755 -833	-32%	-$255K	0.09%	110
2025 Q3	$787K	Buy	2,588 +212	+9%	+$64.5K	0.13%	88
2025 Q2	$694K	Sell	2,376 -75	-3%	-$23.1K	0.42%	39
2025 Q1	$766K	Buy	2,451 +155	+7%	+$46.4K	0.51%	34
2024 Q4	$666K	Buy	2,296 +167	+8%	+$49.8K	0.42%	35
2024 Q3	$648K	Buy	2,129 +146	+7%	+$40.2K	0.43%	42
2024 Q2	$505K	Sell	1,983 -45	-2%	-$11.9K	0.37%	53
2024 Q1	$572K	Buy	2,028 +27	+1%	+$7.85K	0.43%	49
2023 Q4	$593K	Sell	2,001 -25	-1%	-$6.8K	0.51%	41
2023 Q3	$534K	Buy	2,026 +33	+2%	+$9.41K	0.56%	38
2023 Q2	$595K	Buy	+1,993	New	+$579K	0.69%	35

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

Seven Mile Advisory's MCD Position: Q1 2026 in Review

Seven Mile Advisory increased its McDonald's (MCD) stake by 21% in Q1 2026, buying an estimated $119K and bringing the position to 2,128 shares worth $661K. The position accounts for 0.48% of the portfolio, ranked #35.

Seven Mile Advisory first reported a position in MCD in Q2 2023 and has held it in 12 quarters since. The position peaked at $787K in Q3 2025. 3,566 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Seven Mile Advisory held 2,128 shares of McDonald's worth $661K as of Q1 2026.
Seven Mile Advisory bought 373 McDonald's shares in Q1 2026, an estimated $119K.
McDonald's made up 0.48% of Seven Mile Advisory's portfolio in Q1 2026, its #35 holding.
Seven Mile Advisory first reported a position in McDonald's in Q2 2023 and has held it in 12 quarters since.
Seven Mile Advisory's McDonald's position peaked at $787K in Q3 2025.
3,566 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Seven Mile Advisory's 13F filing for Q1 2026, filed 14 Apr 2026.