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Sterneck Capital Management’s McDonald's MCD Stock Holding History

Sterneck Capital 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 		$311K Sell
1,000
-381
-28% -$121K 0.14% 86
2025
Q4 		$422K Buy
+1,381
New +$423K 0.19% 65
2016
Q1 		– Sell
-2,589
Closed -$306K – 131
2015
Q4 		$306K Hold
2,589
– – 0.19% 95
2015
Q3 		$255K Sell
2,589
-2
-0.1% -$195 0.17% 96
2015
Q2 		$246K Buy
+2,591
New +$251K 0.14% 115

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 $147M AUM 25.76% 1-Year Est. Return

Sterneck Capital Management's MCD Position: Q1 2026 in Review

Sterneck Capital Management reduced its McDonald's (MCD) stake by 28% in Q1 2026, selling an estimated $121K and leaving 1,000 shares worth $311K. The position accounts for 0.14% of the portfolio, ranked #86.

Sterneck Capital Management first reported a position in MCD in Q2 2015 and has held it in 5 quarters since. The position peaked at $422K in Q4 2025. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Sterneck Capital Management held 1,000 shares of McDonald's worth $311K as of Q1 2026.
  • Sterneck Capital Management sold 381 McDonald's shares in Q1 2026, an estimated $121K.
  • McDonald's made up 0.14% of Sterneck Capital Management's portfolio in Q1 2026, its #86 holding.
  • Sterneck Capital Management first reported a position in McDonald's in Q2 2015 and has held it in 5 quarters since.
  • Sterneck Capital Management's McDonald's position peaked at $422K in Q4 2025.
  • 3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Sterneck Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.