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Stokes Family Office’s McDonald's MCD Stock Holding History

Stokes Family Office’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 		$1.99M Sell
6,405
-1,422
-18% -$453K 0.21% 95
2025
Q4 		$2.39M Buy
7,827
+59
+0.8% +$18.1K 0.22% 86
2025
Q3 		$2.36M Buy
7,768
+542
+8% +$165K 0.22% 88
2025
Q2 		$2.11M Sell
7,226
-19
-0.3% -$5.86K 0.22% 86
2025
Q1 		$2.26M Sell
7,245
-1,151
-14% -$344K 0.25% 79
2024
Q4 		$2.43M Buy
8,396
+2,465
+42% +$735K 0.26% 79
2024
Q3 		$1.81M Sell
5,931
-1,249
-17% -$344K 0.2% 87
2024
Q2 		$1.83M Sell
7,180
-272
-4% -$72.2K 0.21% 86
2024
Q1 		$2.1M Sell
7,452
-501
-6% -$146K 0.26% 80
2023
Q4 		$2.36M Sell
7,953
-3,827
-32% -$1.04M 0.32% 71
2023
Q3 		$3.1M Sell
11,780
-30
-0.3% -$8.56K 0.36% 67
2023
Q2 		$3.52M Buy
11,810
+656
+6% +$191K 0.41% 55
2023
Q1 		$3.12M Sell
11,154
-130
-1% -$34.8K 0.39% 57
2022
Q4 		$2.97M Sell
11,284
-99
-0.9% -$26.1K 0.38% 64
2022
Q3 		$2.63M Buy
11,383
+167
+1% +$42.7K 0.37% 62
2022
Q2 		$2.77M Sell
11,216
-346
-3% -$85.2K 0.38% 63
2022
Q1 		$2.86M Sell
11,562
-1,976
-15% -$492K 0.38% 62
2021
Q4 		$3.63M Buy
13,538
+257
+2% +$64.9K 0.45% 52
2021
Q3 		$3.2M Buy
13,281
+229
+2% +$54.7K 0.44% 51
2021
Q2 		$3.02M Buy
13,052
+393
+3% +$91.5K 0.43% 50
2021
Q1 		$2.84M Sell
12,659
-1,793
-12% -$383K 0.44% 50
2020
Q4 		$3.1M Sell
14,452
-627
-4% -$136K 0.61% 44
2020
Q3 		$3.31M Buy
15,079
+3,068
+26% +$630K 0.75% 36
2020
Q2 		$2.22M Buy
12,011
+3,517
+41% +$645K 0.56% 48
2020
Q1 		$1.41M Buy
8,494
+3,194
+60% +$629K 0.37% 56
2019
Q4 		$1.05M Buy
+5,300
New +$1.05M 0.23% 68

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

Stokes Family Office's MCD Position: Q1 2026 in Review

Stokes Family Office reduced its McDonald's (MCD) stake by 18% in Q1 2026, selling an estimated $453K and leaving 6,405 shares worth $1.99M. The position accounts for 0.21% of the portfolio, ranked #95.

Stokes Family Office first reported a position in MCD in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.63M in Q4 2021. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Stokes Family Office held 6,405 shares of McDonald's worth $1.99M as of Q1 2026.
  • Stokes Family Office sold 1,422 McDonald's shares in Q1 2026, an estimated $453K.
  • McDonald's made up 0.21% of Stokes Family Office's portfolio in Q1 2026, its #95 holding.
  • Stokes Family Office first reported a position in McDonald's in Q4 2019 and has held it in 26 quarters since.
  • Stokes Family Office's McDonald's position peaked at $3.63M in Q4 2021.
  • 3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Stokes Family Office's 13F filing for Q1 2026, filed 12 May 2026.