SIA
MCD icon

Spectrum Investment Advisors’s McDonald's MCD Stock Holding History

Spectrum Investment Advisors’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 		$299K Buy
961
+98
+11% +$31.2K 0.15% 33
2025
Q4 		$264K Buy
+863
New +$264K 0.13% 37
2024
Q2 		– Sell
-886
Closed -$250K – 31
2024
Q1 		$250K Buy
886
+10
+1% +$2.91K 0.18% 30
2023
Q4 		$260K Buy
+876
New +$238K 0.21% 28

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 Investment Advisors's MCD Position: Q1 2026 in Review

Spectrum Investment Advisors increased its McDonald's (MCD) stake by 11% in Q1 2026, buying an estimated $31.2K and bringing the position to 961 shares worth $299K. The position accounts for 0.15% of the portfolio, ranked #33.

Spectrum Investment Advisors first reported a position in MCD in Q4 2023 and has held it in 4 quarters since. 3,566 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Spectrum Investment Advisors held 961 shares of McDonald's worth $299K as of Q1 2026.
  • Spectrum Investment Advisors bought 98 McDonald's shares in Q1 2026, an estimated $31.2K.
  • McDonald's made up 0.15% of Spectrum Investment Advisors's portfolio in Q1 2026, its #33 holding.
  • Spectrum Investment Advisors first reported a position in McDonald's in Q4 2023 and has held it in 4 quarters since.
  • 3,566 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Spectrum Investment Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.