SimplyRich’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.36M | Sell |
10,804
-19
| -0.2% | -$6.05K | 0.86% | 19 |
|
|
2025
Q4 | $3.31M | Sell |
10,823
-16
| -0.1% | -$4.9K | 0.86% | 22 |
|
|
2025
Q3 | $3.29M | Sell |
10,839
-14
| -0.1% | -$4.26K | 0.89% | 22 |
|
|
2025
Q2 | $3.17M | Sell |
10,853
-4
| -0% | -$1.23K | 0.88% | 20 |
|
|
2025
Q1 | $3.39M | Sell |
10,857
-43
| -0.4% | -$12.9K | 0.98% | 20 |
|
|
2024
Q4 | $3.16M | Buy |
10,900
+45
| +0.4% | +$13.4K | 0.9% | 20 |
|
|
2024
Q3 | $3.31M | Buy |
10,855
+646
| +6% | +$178K | 0.92% | 20 |
|
|
2024
Q2 | $2.6M | Sell |
10,209
-112
| -1% | -$29.7K | 0.82% | 24 |
|
|
2024
Q1 | $2.91M | Buy |
10,321
+23
| +0.2% | +$6.69K | 0.94% | 21 |
|
|
2023
Q4 | $3.05M | Buy |
10,298
+34
| +0.3% | +$9.25K | 1.05% | 17 |
|
|
2023
Q3 | $2.7M | Sell |
10,264
-29
| -0.3% | -$8.27K | 1.31% | 12 |
|
|
2023
Q2 | $3.07M | Buy |
10,293
+2
| +0% | +$581 | 1.09% | 17 |
|
|
2023
Q1 | $2.88M | Hold |
10,291
| – | – | 1.08% | 18 |
|
|
2022
Q4 | $2.71M | Buy |
10,291
+5
| +0% | +$1.32K | 1.08% | 18 |
|
|
2022
Q3 | $2.37M | Sell |
10,286
-25
| -0.2% | -$6.39K | 1.07% | 17 |
|
|
2022
Q2 | $2.54M | Hold |
10,311
| – | – | 1.06% | 19 |
|
|
2022
Q1 | $2.55M | Sell |
10,311
-131
| -1% | -$32.6K | 0.89% | 20 |
|
|
2021
Q4 | $2.8M | Sell |
10,442
-90
| -0.9% | -$22.7K | 0.93% | 20 |
|
|
2021
Q3 | $2.54M | Buy |
10,532
+51
| +0.5% | +$12.2K | 0.92% | 20 |
|
|
2021
Q2 | $2.42M | Buy |
10,481
+169
| +2% | +$39.3K | 1.11% | 16 |
|
|
2021
Q1 | $2.31M | Buy |
10,312
+39
| +0.4% | +$8.34K | 0.92% | 22 |
|
|
2020
Q4 | $2.2M | Buy |
10,273
+125
| +1% | +$27.2K | 0.99% | 22 |
|
|
2020
Q3 | $2.23M | Hold |
10,148
| – | – | 1.12% | 20 |
|
|
2020
Q2 | $1.85M | Buy |
10,148
+62
| +0.6% | +$11.4K | 1.02% | 21 |
|
|
2020
Q1 | $1.7M | Sell |
10,086
-585
| -5% | -$115K | 1.13% | 20 |
|
|
2019
Q4 | $2.1M | Hold |
10,671
| – | – | 1.06% | 20 |
|
|
2019
Q3 | $2.27M | Hold |
10,671
| – | – | 1.24% | 17 |
|
|
2019
Q2 | $2.22M | Hold |
10,671
| – | – | 1.22% | 17 |
|
|
2019
Q1 | $2.03M | Hold |
10,671
| – | – | 1.65% | 17 |
|
|
2018
Q4 | $1.87M | Sell |
10,671
-30
| -0.3% | -$5.32K | 1.72% | 16 |
|
|
2018
Q3 | $1.79M | Hold |
10,701
| – | – | 0.98% | 24 |
|
|
2018
Q2 | $1.68M | Hold |
10,701
| – | – | 0.96% | 24 |
|
|
2018
Q1 | $1.67M | Hold |
10,701
| – | – | 0.93% | 23 |
|
|
2017
Q4 | $1.84M | Buy |
+10,701
| New | +$1.8M | 1.03% | 20 |
|
Other funds holding MCD
VCM
VPM
DAM
SimplyRich's MCD Position: Q1 2026 in Review
SimplyRich reduced its McDonald's (MCD) stake by 0.18% in Q1 2026, selling an estimated $6.05K and leaving 10,804 shares worth $3.36M. The position accounts for 0.86% of the portfolio, ranked #19.
SimplyRich first reported a position in MCD in Q4 2017 and has held it in 34 quarters since. The position peaked at $3.39M in Q1 2025. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.
- SimplyRich held 10,804 shares of McDonald's worth $3.36M as of Q1 2026.
- SimplyRich sold 19 McDonald's shares in Q1 2026, an estimated $6.05K.
- McDonald's made up 0.86% of SimplyRich's portfolio in Q1 2026, its #19 holding.
- SimplyRich first reported a position in McDonald's in Q4 2017 and has held it in 34 quarters since.
- SimplyRich's McDonald's position peaked at $3.39M in Q1 2025.
- 3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.
Based on SimplyRich's 13F filing for Q1 2026, filed 1 May 2026.