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SSI Investment Management’s McDonald's MCD Stock Holding History

SSI Investment 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 		$268K Hold
861
– – 0.02% 217
2025
Q4 		$263K Hold
861
– – 0.02% 236
2025
Q3 		$262K Hold
861
– – 0.02% 233
2025
Q2 		$252K Sell
861
-581
-40% -$179K 0.02% 237
2025
Q1 		$450K Sell
1,442
-1
-0.1% -$299 0.04% 205
2024
Q4 		$418K Hold
1,443
– – 0.03% 219
2024
Q3 		$439K Sell
1,443
-1
-0.1% -$276 0.03% 220
2024
Q2 		$368K Hold
1,444
– – 0.03% 217
2024
Q1 		$407K Sell
1,444
-19
-1% -$5.53K 0.03% 208
2023
Q4 		$434K Sell
1,463
-6
-0.4% -$1.63K 0.03% 201
2023
Q3 		$387K Sell
1,469
-15
-1% -$4.28K 0.03% 197
2023
Q2 		$443K Sell
1,484
-238
-14% -$69.1K 0.03% 196
2023
Q1 		$481K Sell
1,722
-377
-18% -$101K 0.03% 198
2022
Q4 		$553K Buy
2,099
+5
+0.2% +$1.32K 0.04% 222
2022
Q3 		$483K Hold
2,094
– – 0.03% 218
2022
Q2 		$516K Hold
2,094
– – 0.03% 222
2022
Q1 		$516K Sell
2,094
-55
-3% -$13.7K 0.03% 228
2021
Q4 		$577K Sell
2,149
-5
-0.2% -$1.26K 0.03% 219
2021
Q3 		$519K Buy
2,154
+9
+0.4% +$2.15K 0.03% 222
2021
Q2 		$494K Sell
2,145
-8
-0.4% -$1.86K 0.03% 233
2021
Q1 		$483K Sell
2,153
-1
-0% -$214 0.03% 224
2020
Q4 		$463K Sell
2,154
-2
-0.1% -$435 0.03% 205
2020
Q3 		$473K Sell
2,156
-55
-2% -$11.3K 0.04% 200
2020
Q2 		$405K Sell
2,211
-36
-2% -$6.6K 0.04% 204
2020
Q1 		$372K Sell
2,247
-26
-1% -$5.12K 0.03% 201
2019
Q4 		$452K Sell
2,273
-8
-0.4% -$1.59K 0.03% 224
2019
Q3 		$490K Sell
2,281
-1
-0% -$214 0.04% 218
2019
Q2 		$473K Buy
2,282
+304
+15% +$60.2K 0.04% 223
2019
Q1 		$375K Sell
1,978
-10
-0.5% -$1.81K 0.03% 231
2018
Q4 		$351K Sell
1,988
-7
-0.4% -$1.24K 0.03% 219
2018
Q3 		$335K Sell
1,995
-9
-0.4% -$1.44K 0.03% 252
2018
Q2 		$314K Sell
2,004
-169
-8% -$27.4K 0.03% 244
2018
Q1 		$340K Sell
2,173
-39
-2% -$6.42K 0.03% 252
2017
Q4 		$381K Sell
2,212
-2
-0.1% -$336 0.03% 246
2017
Q3 		$346K Sell
2,214
-14
-0.6% -$2.19K 0.03% 258
2017
Q2 		$339K Sell
2,228
-32
-1% -$4.63K 0.03% 258
2017
Q1 		$293K Sell
2,260
-3
-0.1% -$376 0.03% 258
2016
Q4 		$274K Sell
2,263
-4
-0.2% -$469 0.03% 255
2016
Q3 		$261K Sell
2,267
-31
-1% -$3.67K 0.02% 258
2016
Q2 		$274K Buy
2,298
+35
+2% +$4.38K 0.03% 239
2016
Q1 		$283K Buy
2,263
+1
+0% +$119 0.03% 229
2015
Q4 		$268K Hold
2,262
– – 0.03% 238
2015
Q3 		$223K Buy
+2,262
New +$220K 0.02% 256
2014
Q1 		– Sell
-10,522
Closed -$1.02M – 420
2013
Q4 		$1.02M Hold
10,522
– – 0.09% 219
2013
Q3 		$1.01M Sell
10,522
-92
-0.9% -$8.98K 0.09% 211
2013
Q2 		$1.05M Buy
+10,614
New +$1.06M 0.1% 201

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

SSI Investment Management's MCD Position: Q1 2026 in Review

SSI Investment Management held its McDonald's (MCD) position steady in Q1 2026 at 861 shares worth $268K. The position accounts for 0.02% of the portfolio, ranked #217.

SSI Investment Management first reported a position in MCD in Q2 2013 and has held it in 46 quarters since. The position peaked at $1.05M in Q2 2013. 3,564 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • SSI Investment Management held 861 shares of McDonald's worth $268K as of Q1 2026.
  • SSI Investment Management left its McDonald's share count unchanged in Q1 2026.
  • McDonald's made up 0.02% of SSI Investment Management's portfolio in Q1 2026, its #217 holding.
  • SSI Investment Management first reported a position in McDonald's in Q2 2013 and has held it in 46 quarters since.
  • SSI Investment Management's McDonald's position peaked at $1.05M in Q2 2013.
  • 3,564 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on SSI Investment Management's 13F filing for Q1 2026, filed 14 May 2026.