Stone House Investment Management’s McDonald's MCD Stock Holding History

Stone House 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	$167K	Buy	539 +5	+0.9%	+$1.59K	0.03%	93
2025 Q4	$163K	Buy	534 +1	+0.2%	+$306	0.03%	90
2025 Q3	$162K	Buy	533 +4	+0.8%	+$1.22K	0.03%	86
2025 Q2	$155K	Buy	529 +149	+39%	+$45.9K	0.03%	84
2025 Q1	$119K	Buy	+380	New	+$114K	0.02%	86
2024 Q4	–	Sell	-354	Closed	-$108K	–	224
2024 Q3	$108K	Buy	354 +1	+0.3%	+$276	0.02%	73
2024 Q2	$90K	Buy	353 +40	+13%	+$10.6K	0.02%	83
2024 Q1	$88.3K	Buy	313 +241	+335%	+$70.1K	0.02%	89
2023 Q4	$21.3K	Buy	72 +1	+1%	+$272	0.01%	120
2023 Q3	$18.8K	Hold	71	–	–	0.01%	126
2023 Q2	$21.2K	Hold	71	–	–	0.01%	115
2023 Q1	$19.8K	Buy	+71	New	+$19K	0.01%	126
2019 Q2	–	Sell	-64	Closed	-$12K	–	134
2019 Q1	$12K	Buy	+64	New	+$11.6K	0.01%	146

Other funds holding MCD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Stone House Investment Management's MCD Position: Q1 2026 in Review

Stone House Investment Management increased its McDonald's (MCD) stake by 0.94% in Q1 2026, buying an estimated $1.59K and bringing the position to 539 shares worth $167K. The position accounts for 0.03% of the portfolio, ranked #93.

Stone House Investment Management first reported a position in MCD in Q1 2019 and has held it in 13 quarters since. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Stone House Investment Management held 539 shares of McDonald's worth $167K as of Q1 2026.
Stone House Investment Management bought 5 McDonald's shares in Q1 2026, an estimated $1.59K.
McDonald's made up 0.03% of Stone House Investment Management's portfolio in Q1 2026, its #93 holding.
Stone House Investment Management first reported a position in McDonald's in Q1 2019 and has held it in 13 quarters since.
3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.