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Spectrum Asset Management (California)’s McDonald's MCD Stock Holding History

Spectrum Asset Management (California)’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 		$669K Buy
2,152
+7
+0.3% +$2.23K 0.21% 66
2025
Q4 		$656K Buy
2,145
+7
+0.3% +$2.14K 0.22% 63
2025
Q3 		$650K Buy
2,138
+8
+0.4% +$2.44K 0.23% 63
2025
Q2 		$622K Buy
2,130
+8
+0.4% +$2.47K 0.27% 61
2025
Q1 		$663K Sell
2,122
-93
-4% -$27.8K 0.29% 54
2024
Q4 		$642K Buy
2,215
+8
+0.4% +$2.39K 0.29% 61
2024
Q3 		$672K Sell
2,207
-266
-11% -$73.3K 0.28% 63
2024
Q2 		$630K Buy
2,473
+659
+36% +$175K 0.29% 61
2024
Q1 		$512K Hold
1,814
– – 0.22% 63
2023
Q4 		$538K Buy
1,814
+1
+0.1% +$272 0.24% 59
2023
Q3 		$478K Hold
1,813
– – 0.25% 59
2023
Q2 		$541K Buy
1,813
+1
+0.1% +$291 0.27% 55
2023
Q1 		$507K Buy
1,812
+273
+18% +$73.1K 0.25% 58
2022
Q4 		$406K Buy
1,539
+101
+7% +$26.6K 0.2% 63
2022
Q3 		$332K Hold
1,438
– – 0.17% 65
2022
Q2 		$355K Sell
1,438
-20
-1% -$4.93K 0.18% 70
2022
Q1 		$361K Sell
1,458
-9,264
-86% -$2.31M 0.14% 83
2021
Q4 		$2.87M Sell
10,722
-109
-1% -$27.5K 0.81% 37
2021
Q3 		$2.61M Sell
10,831
-50
-0.5% -$11.9K 0.8% 37
2021
Q2 		$2.51M Buy
10,881
+1
+0% +$233 0.75% 48
2021
Q1 		$2.44M Buy
10,880
+376
+4% +$80.4K 0.75% 44
2020
Q4 		$2.25M Sell
10,504
-250
-2% -$54.4K 0.81% 38
2020
Q3 		$2.36M Buy
10,754
+834
+8% +$171K 0.99% 23
2020
Q2 		$1.83M Buy
9,920
+4,225
+74% +$775K 0.95% 29
2020
Q1 		$942K Buy
+5,695
New +$1.12M 0.9% 33

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

Spectrum Asset Management (California)'s MCD Position: Q1 2026 in Review

Spectrum Asset Management (California) increased its McDonald's (MCD) stake by 0.33% in Q1 2026, buying an estimated $2.23K and bringing the position to 2,152 shares worth $669K. The position accounts for 0.21% of the portfolio, ranked #66.

Spectrum Asset Management (California) first reported a position in MCD in Q1 2020 and has held it in 25 quarters since. The position peaked at $2.87M in Q4 2021. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Spectrum Asset Management (California) held 2,152 shares of McDonald's worth $669K as of Q1 2026.
  • Spectrum Asset Management (California) bought 7 McDonald's shares in Q1 2026, an estimated $2.23K.
  • McDonald's made up 0.21% of Spectrum Asset Management (California)'s portfolio in Q1 2026, its #66 holding.
  • Spectrum Asset Management (California) first reported a position in McDonald's in Q1 2020 and has held it in 25 quarters since.
  • Spectrum Asset Management (California)'s McDonald's position peaked at $2.87M in Q4 2021.
  • 3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Spectrum Asset Management (California)'s 13F filing for Q1 2026, filed 22 Apr 2026.