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

Sone 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 		$530K Sell
1,704
-35,107
-95% -$11.2M 0.04% 100
2025
Q4 		$11.3M Buy
+36,811
New +$11.3M 0.91% 47
2025
Q3 		– Sell
-58,217
Closed -$17M – 113
2025
Q2 		$17M Buy
+58,217
New +$17.9M 1.57% 21

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

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

Sone Capital Management reduced its McDonald's (MCD) stake by 95% in Q1 2026, selling an estimated $11.2M and leaving 1,704 shares worth $530K. The position accounts for 0.04% of the portfolio, ranked #100.

Sone Capital Management first reported a position in MCD in Q2 2025 and has held it in 3 quarters since. The position peaked at $17M in Q2 2025. 3,566 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Sone Capital Management held 1,704 shares of McDonald's worth $530K as of Q1 2026.
  • Sone Capital Management sold 35,107 McDonald's shares in Q1 2026, an estimated $11.2M.
  • McDonald's made up 0.04% of Sone Capital Management's portfolio in Q1 2026, its #100 holding.
  • Sone Capital Management first reported a position in McDonald's in Q2 2025 and has held it in 3 quarters since.
  • Sone Capital Management's McDonald's position peaked at $17M in Q2 2025.
  • 3,566 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Sone Capital Management's 13F filing for Q1 2026, filed 15 May 2026.