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Stansberry Asset Management’s McDonald's MCD Stock Holding History

Stansberry Asset 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 		$7.33M Buy
23,596
+452
+2% +$144K 0.75% 53
2025
Q4 		$7.07M Buy
23,144
+689
+3% +$211K 0.72% 50
2025
Q3 		$6.82M Buy
22,455
+1,053
+5% +$320K 0.71% 52
2025
Q2 		$6.25M Buy
21,402
+16,826
+368% +$5.19M 0.68% 59
2025
Q1 		$1.43M Buy
4,576
+232
+5% +$69.4K 0.17% 86
2024
Q4 		$1.26M Sell
4,344
-16
-0.4% -$4.77K 0.16% 87
2024
Q3 		$1.33M Sell
4,360
-21,398
-83% -$5.9M 0.17% 91
2024
Q2 		$6.56M Sell
25,758
-497
-2% -$132K 0.86% 46
2024
Q1 		$7.4M Buy
26,255
+1,027
+4% +$299K 1% 37
2023
Q4 		$7.48M Sell
25,228
-11,111
-31% -$3.02M 1.24% 29
2023
Q3 		$9.57M Buy
36,339
+2,038
+6% +$581K 1.68% 18
2023
Q2 		$10.2M Sell
34,301
-14,319
-29% -$4.16M 1.87% 16
2023
Q1 		$13.6M Buy
48,620
+4,366
+10% +$1.17M 2.63% 9
2022
Q4 		$11.7M Sell
44,254
-345
-0.8% -$91K 2.41% 15
2022
Q3 		$10.3M Buy
44,599
+3,237
+8% +$827K 2.22% 17
2022
Q2 		$10.2M Sell
41,362
-13,339
-24% -$3.29M 2.17% 17
2022
Q1 		$13.5M Buy
54,701
+2,318
+4% +$577K 2.2% 15
2021
Q4 		$14M Sell
52,383
-250
-0.5% -$63.1K 2.25% 12
2021
Q3 		$12.7M Buy
+52,633
New +$12.6M 2.55% 12

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

Stansberry Asset Management's MCD Position: Q1 2026 in Review

Stansberry Asset Management increased its McDonald's (MCD) stake by 2% in Q1 2026, buying an estimated $144K and bringing the position to 23,596 shares worth $7.33M. The position accounts for 0.75% of the portfolio, ranked #53.

Stansberry Asset Management first reported a position in MCD in Q3 2021 and has held it in 19 quarters since. The position peaked at $14M in Q4 2021. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Stansberry Asset Management held 23,596 shares of McDonald's worth $7.33M as of Q1 2026.
  • Stansberry Asset Management bought 452 McDonald's shares in Q1 2026, an estimated $144K.
  • McDonald's made up 0.75% of Stansberry Asset Management's portfolio in Q1 2026, its #53 holding.
  • Stansberry Asset Management first reported a position in McDonald's in Q3 2021 and has held it in 19 quarters since.
  • Stansberry Asset Management's McDonald's position peaked at $14M in Q4 2021.
  • 3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

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