SRH Advisors’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $62.2K | Hold |
200
| – | – | 0.02% | 126 |
|
|
2025
Q4 | $61.1K | Hold |
200
| – | – | 0.02% | 127 |
|
|
2025
Q3 | $60.8K | Hold |
200
| – | – | 0.02% | 124 |
|
|
2025
Q2 | $58.4K | Hold |
200
| – | – | 0.02% | 120 |
|
|
2025
Q1 | $62.5K | Hold |
200
| – | – | 0.02% | 113 |
|
|
2024
Q4 | $58K | Hold |
200
| – | – | 0.02% | 119 |
|
|
2024
Q3 | $60.9K | Hold |
200
| – | – | 0.02% | 116 |
|
|
2024
Q2 | $51K | Hold |
200
| – | – | 0.02% | 118 |
|
|
2024
Q1 | $56.4K | Hold |
200
| – | – | 0.02% | 118 |
|
|
2023
Q4 | $59.3K | Hold |
200
| – | – | 0.02% | 115 |
|
|
2023
Q3 | $52.7K | Hold |
200
| – | – | 0.03% | 111 |
|
|
2023
Q2 | $55.9K | Hold |
200
| – | – | 0.03% | 108 |
|
|
2023
Q1 | $56K | Hold |
200
| – | – | 0.03% | 108 |
|
|
2022
Q4 | $53K | Hold |
200
| – | – | 0.03% | 111 |
|
|
2022
Q3 | $46K | Hold |
200
| – | – | 0.06% | 119 |
|
|
2022
Q2 | $49K | Sell |
200
-100
| -33% | -$24.6K | 0.06% | 120 |
|
|
2022
Q1 | $74K | Hold |
300
| – | – | 0.08% | 106 |
|
|
2021
Q4 | $80K | Hold |
300
| – | – | 0.09% | 104 |
|
|
2021
Q3 | $72K | Hold |
300
| – | – | 0.09% | 104 |
|
|
2021
Q2 | $69K | Hold |
300
| – | – | 0.09% | 105 |
|
|
2021
Q1 | $67K | Hold |
300
| – | – | 0.1% | 97 |
|
|
2020
Q4 | $64K | Hold |
300
| – | – | 0.11% | 91 |
|
|
2020
Q3 | $66K | Buy |
+300
| New | +$61.6K | 0.13% | 85 |
|
|
2016
Q2 | – | Sell |
-55
| Closed | -$7K | – | 237 |
|
|
2016
Q1 | $7K | Hold |
55
| – | – | 0.04% | 128 |
|
|
2015
Q4 | $7K | Hold |
55
| – | – | 0.04% | 125 |
|
|
2015
Q3 | $5K | Hold |
55
| – | – | 0.03% | 136 |
|
|
2015
Q2 | $5K | Hold |
55
| – | – | 0.03% | 139 |
|
|
2015
Q1 | $5K | Hold |
55
| – | – | 0.03% | 130 |
|
|
2014
Q4 | $5K | Hold |
55
| – | – | 0.03% | 130 |
|
|
2014
Q3 | $5K | Hold |
55
| – | – | 0.04% | 122 |
|
|
2014
Q2 | $6K | Hold |
55
| – | – | 0.05% | 119 |
|
|
2014
Q1 | $5K | Hold |
55
| – | – | 0.04% | 122 |
|
|
2013
Q4 | $5K | Buy |
+55
| New | +$5.28K | 0.05% | 122 |
|
Other funds holding MCD
VCM
VPM
DAM
SRH Advisors's MCD Position: Q1 2026 in Review
SRH Advisors held its McDonald's (MCD) position steady in Q1 2026 at 200 shares worth $62.2K. The position accounts for 0.02% of the portfolio, ranked #126.
SRH Advisors first reported a position in MCD in Q4 2013 and has held it in 33 quarters since. The position peaked at $80K in Q4 2021. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.
- SRH Advisors held 200 shares of McDonald's worth $62.2K as of Q1 2026.
- SRH Advisors left its McDonald's share count unchanged in Q1 2026.
- McDonald's made up 0.02% of SRH Advisors's portfolio in Q1 2026, its #126 holding.
- SRH Advisors first reported a position in McDonald's in Q4 2013 and has held it in 33 quarters since.
- SRH Advisors's McDonald's position peaked at $80K in Q4 2021.
- 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.
Based on SRH Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.