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Sittner & Nelson’s McDonald's MCD Stock Holding History

Sittner & Nelson’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 		$517K Hold
1,663
– – 0.19% 90
2025
Q4 		$544K Sell
1,663
-1
-0.1% -$306 0.19% 84
2025
Q3 		$506K Sell
1,664
-30
-2% -$9.13K 0.18% 78
2025
Q2 		$495K Sell
1,694
-20
-1% -$6.17K 0.2% 80
2025
Q1 		$535K Sell
1,714
-30
-2% -$8.97K 0.23% 70
2024
Q4 		$506K Hold
1,744
– – 0.22% 68
2024
Q3 		$531K Hold
1,744
– – 0.24% 67
2024
Q2 		$444K Hold
1,744
– – 0.22% 70
2024
Q1 		$492K Hold
1,744
– – 0.25% 66
2023
Q4 		$517K Sell
1,744
-17
-1% -$4.63K 0.28% 62
2023
Q3 		$464K Hold
1,761
– – 0.27% 63
2023
Q2 		$525K Hold
1,761
– – 0.29% 59
2023
Q1 		$492K Buy
1,761
+200
+13% +$53.6K 0.28% 62
2022
Q4 		$411K Buy
1,561
+2
+0.1% +$528 0.25% 74
2022
Q3 		$360K Hold
1,559
– – 0.24% 74
2022
Q2 		$385K Sell
1,559
-100
-6% -$24.6K 0.25% 72
2022
Q1 		$410K Hold
1,659
– – 0.24% 68
2021
Q4 		$445K Hold
1,659
– – 0.26% 65
2021
Q3 		$400K Sell
1,659
-250
-13% -$59.7K 0.26% 67
2021
Q2 		$441K Hold
1,909
– – 0.31% 58
2021
Q1 		$428K Buy
1,909
+300
+19% +$64.2K 0.32% 58
2020
Q4 		$345K Buy
+1,609
New +$350K 0.31% 64

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

Sittner & Nelson's MCD Position: Q1 2026 in Review

Sittner & Nelson held its McDonald's (MCD) position steady in Q1 2026 at 1,663 shares worth $517K. The position accounts for 0.19% of the portfolio, ranked #90.

Sittner & Nelson first reported a position in MCD in Q4 2020 and has held it in 22 quarters since. The position peaked at $544K in Q4 2025. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Sittner & Nelson held 1,663 shares of McDonald's worth $517K as of Q1 2026.
  • Sittner & Nelson left its McDonald's share count unchanged in Q1 2026.
  • McDonald's made up 0.19% of Sittner & Nelson's portfolio in Q1 2026, its #90 holding.
  • Sittner & Nelson first reported a position in McDonald's in Q4 2020 and has held it in 22 quarters since.
  • Sittner & Nelson's McDonald's position peaked at $544K in Q4 2025.
  • 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Sittner & Nelson's 13F filing for Q1 2026, filed 12 May 2026.