SOL Capital Management’s McDonald's MCD Stock Holding History

SOL Capital Management’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	–	Sell	-6,561	Closed	-$2M	–	203
2025 Q4	$2M	Hold	6,561	–	–	0.18%	125
2025 Q3	$1.99M	Buy	6,561 +600	+10%	+$183K	0.18%	124
2025 Q2	$1.74M	Sell	5,961 -100	-2%	-$30.8K	0.17%	132
2025 Q1	$1.89M	Hold	6,061	–	–	0.21%	120
2024 Q4	$1.76M	Sell	6,061 -2,000	-25%	-$596K	0.2%	122
2024 Q3	$2.46M	Hold	8,061	–	–	0.27%	104
2024 Q2	$2.05M	Hold	8,061	–	–	0.25%	112
2024 Q1	$2.27M	Sell	8,061 -350	-4%	-$102K	0.29%	102
2023 Q4	$2.49M	Hold	8,411	–	–	0.34%	89
2023 Q3	$2.22M	Sell	8,411 -35	-0.4%	-$9.98K	0.34%	89
2023 Q2	$2.52M	Sell	8,446 -115	-1%	-$33.4K	0.38%	80
2023 Q1	$2.39M	Hold	8,561	–	–	0.39%	79
2022 Q4	$2.26M	Sell	8,561 -30	-0.3%	-$7.92K	0.4%	77
2022 Q3	$1.98M	Hold	8,591	–	–	0.41%	75
2022 Q2	$2.12M	Hold	8,591	–	–	0.43%	69
2022 Q1	$2.12M	Sell	8,591 -450	-5%	-$112K	0.38%	79
2021 Q4	$2.42M	Hold	9,041	–	–	0.44%	66
2021 Q3	$2.18M	Hold	9,041	–	–	0.43%	67
2021 Q2	$2.09M	Sell	9,041 -300	-3%	-$69.8K	0.41%	70
2021 Q1	$2.09M	Hold	9,341	–	–	0.44%	69
2020 Q4	$2M	Sell	9,341 -190	-2%	-$41.3K	0.47%	64
2020 Q3	$2.09M	Hold	9,531	–	–	0.58%	53
2020 Q2	$1.76M	Hold	9,531	–	–	0.5%	59
2020 Q1	$1.58M	Hold	9,531	–	–	0.52%	58
2019 Q4	$1.88M	Hold	9,531	–	–	0.47%	61
2019 Q3	$2.05M	Sell	9,531 -242	-2%	-$51.9K	0.56%	49
2019 Q2	$2.03M	Sell	9,773 -50	-0.5%	-$9.9K	0.55%	55
2019 Q1	$1.86M	Hold	9,823	–	–	0.52%	59
2018 Q4	$1.74M	Hold	9,823	–	–	0.56%	53
2018 Q3	$1.64M	Hold	9,823	–	–	0.44%	67
2018 Q2	$1.54M	Hold	9,823	–	–	0.44%	66
2018 Q1	$1.54M	Sell	9,823 -42	-0.4%	-$6.91K	0.44%	62
2017 Q4	$1.7M	Sell	9,865 -1,710	-15%	-$287K	0.49%	56
2017 Q3	$1.81M	Sell	11,575 -232	-2%	-$36.4K	0.51%	56
2017 Q2	$1.81M	Sell	11,807 -500	-4%	-$72.3K	0.5%	56
2017 Q1	$1.59M	Sell	12,307 -34	-0.3%	-$4.27K	0.45%	60
2016 Q4	$1.5M	Sell	12,341 -50	-0.4%	-$5.86K	0.45%	58
2016 Q3	$1.43M	Hold	12,391	–	–	0.48%	56
2016 Q2	$1.49M	Sell	12,391 -150	-1%	-$18.8K	0.5%	50
2016 Q1	$1.58M	Sell	12,541 -100	-0.8%	-$11.9K	0.53%	46
2015 Q4	$1.49M	Sell	12,641 -179	-1%	-$20K	0.53%	46
2015 Q3	$1.26M	Sell	12,820 -400	-3%	-$39K	0.49%	51
2015 Q2	$1.26M	Hold	13,220	–	–	0.46%	53
2015 Q1	$1.29M	Sell	13,220 -100	-0.8%	-$9.49K	0.47%	51
2014 Q4	$1.25M	Hold	13,320	–	–	0.48%	50
2014 Q3	$1.26M	Sell	13,320 -300	-2%	-$28.6K	0.52%	48
2014 Q2	$1.37M	Sell	13,620 -100	-0.7%	-$10.1K	0.55%	46
2014 Q1	$1.34M	Sell	13,720 -20	-0.1%	-$1.91K	0.53%	46
2013 Q4	$1.33M	Buy	13,740 +154	+1%	+$14.8K	0.51%	47
2013 Q3	$1.31M	Sell	13,586 -214	-2%	-$20.9K	0.54%	40
2013 Q2	$1.37M	Buy	+13,800	New	+$1.38M	0.56%	40

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

SOL Capital Management's MCD Position: Q1 2026 in Review

SOL Capital Management sold out of McDonald's (MCD) in Q1 2026, closing a stake of 6,561 shares — an estimated $2M sold.

SOL Capital Management first reported a position in MCD in Q2 2013 and held it in 51 quarters. The position peaked at $2.52M in Q2 2023. 3,566 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

SOL Capital Management reported no remaining McDonald's position as of Q1 2026 after selling out during the quarter.
SOL Capital Management sold 6,561 McDonald's shares in Q1 2026, an estimated $2M.
SOL Capital Management first reported a position in McDonald's in Q2 2013 and held it in 51 quarters.
SOL Capital Management's McDonald's position peaked at $2.52M in Q2 2023.
3,566 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on SOL Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.