Simplex Trading
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Simplex Trading’s McDonald's MCD Stock Holding History

Simplex Trading’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 		$53.2M Buy
171,300
+26,500
+18% +$8.44M 0.04% 215
2025
Q4 		$44.3M Sell
144,800
-107,200
-43% -$32.8M 0.02% 318
2025
Q3 		$67.8M Buy
252,000
+48,300
+24% +$14.7M 0.03% 276
2025
Q2 		$49.9M Sell
203,700
-86,100
-30% -$26.5M 0.03% 293
2025
Q1 		$90.5M Buy
289,800
+22,500
+8% +$6.73M 0.06% 155
2024
Q4 		$77.5M Buy
267,300
+300
+0.1% +$89.5K 0.04% 209
2024
Q3 		$81.3M Sell
267,000
-5,000
-2% -$1.38M 0.05% 207
2024
Q2 		$69.3M Sell
272,000
-38,900
-13% -$10.3M 0.04% 231
2024
Q1 		$87.7M Sell
310,900
-176,400
-36% -$51.3M 0.05% 201
2023
Q4 		$130M Buy
487,300
+146,200
+43% +$39.8M 0.08% 134
2023
Q3 		$89.9M Buy
341,100
+68,400
+25% +$19.5M 0.07% 156
2023
Q2 		$81.4M Sell
272,700
-129,500
-32% -$37.6M 0.07% 180
2023
Q1 		$112M Sell
402,200
-44,100
-10% -$11.8M 0.1% 141
2022
Q4 		$118M Buy
446,300
+37,500
+9% +$9.89M 0.13% 114
2022
Q3 		$94.3M Sell
408,800
-172,700
-30% -$44.1M 0.11% 126
2022
Q2 		$144M Buy
581,500
+198,800
+52% +$49M 0.15% 66
2022
Q1 		$94.6M Buy
382,700
+35,300
+10% +$8.79M 0.09% 162
2021
Q4 		$93.1M Buy
347,400
+11,400
+3% +$2.88M 0.09% 164
2021
Q3 		$78M Buy
336,000
+45,900
+16% +$11M 0.07% 186
2021
Q2 		$67M Buy
+290,100
New +$67.5M 0.06% 200
2021
Q1 		– Sell
-3,353
Closed -$71.9M – 9510
2020
Q4 		$71.9M Sell
3,353
-9
-0.3% -$1.96K 0.09% 123
2020
Q3 		$73.8M Buy
3,362
+122
+4% +$25K 0.1% 117
2020
Q2 		$59.8M Buy
3,240
+237
+8% +$43.5K 0.1% 122
2020
Q1 		$49.7M Buy
3,003
+100
+3% +$19.7K 0.09% 117
2019
Q4 		$57.4M Buy
2,903
+241
+9% +$47.8K 0.13% 92
2019
Q3 		$57.2M Buy
2,662
+675
+34% +$145K 0.16% 79
2019
Q2 		$41.3M Sell
1,987
-2,942
-60% -$583K 0.11% 109
2019
Q1 		$93.6M Buy
4,929
+716
+17% +$130K 0.26% 48
2018
Q4 		$74.8M Buy
4,213
+2,219
+111% +$394K 0.22% 52
2018
Q3 		$33.4M Sell
1,994
-19
-0.9% -$3.04K 0.11% 130
2018
Q2 		$31.5M Sell
2,013
-605
-23% -$98.1K 0.12% 116
2018
Q1 		$857K Sell
2,618
-180
-6% -$29.6K 0.04% 451
2017
Q4 		$223K Buy
2,798
+272
+11% +$45.7K 0.01% 1199
2017
Q3 		$515K Sell
2,526
-525
-17% -$82.3K 0.02% 649
2017
Q2 		$372K Buy
3,051
+1,241
+69% +$179K 0.02% 817
2017
Q1 		$255K Sell
1,810
-792
-30% -$99.4K 0.01% 1063
2016
Q4 		$192K Sell
2,602
-1,360
-34% -$159K 0.01% 1081
2016
Q3 		$480K Sell
3,962
-1,009
-20% -$120K 0.03% 526
2016
Q2 		$628K Sell
4,971
-264
-5% -$33.1K 0.04% 444
2016
Q1 		$459K Buy
5,235
+3,669
+234% +$438K 0.04% 483
2015
Q4 		$185K Buy
1,566
+150
+11% +$16.8K 0.01% 930
2015
Q3 		$324K Buy
1,416
+473
+50% +$46.1K 0.02% 644
2015
Q2 		$394K Sell
943
-1,252
-57% -$121K 0.03% 473
2015
Q1 		$227K Buy
2,195
+1,129
+106% +$107K 0.03% 666
2014
Q4 		$241K Buy
+1,066
New +$99.8K 0.03% 518

Other funds holding MCD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
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

Simplex Trading's MCD Position: Q1 2026 in Review

Simplex Trading opened a new position in McDonald's (MCD) in Q1 2026: 7,988 shares worth $2.48M. The stake represents ﹤0.01% of the portfolio and ranks #1651 among its holdings. This is a return to the name: Simplex Trading previously reported a position in MCD as recently as Q4 2024.

Simplex Trading first reported a position in MCD in Q1 2015 and has held it in 22 quarters since. The position peaked at $16M in Q2 2024. 3,564 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Simplex Trading held 7,988 shares of McDonald's worth $2.48M as of Q1 2026.
  • McDonald's was a new Simplex Trading position in Q1 2026.
  • McDonald's made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #1651 holding.
  • Simplex Trading first reported a position in McDonald's in Q1 2015 and has held it in 22 quarters since.
  • Simplex Trading's McDonald's position peaked at $16M in Q2 2024.
  • 3,564 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.