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Stonebridge Capital Advisors’s McDonald's MCD Stock Holding History

Stonebridge Capital Advisors’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 		$31.3M Buy
100,691
+297
+0.3% +$94.6K 2.19% 11
2025
Q4 		$30.7M Buy
100,394
+1,471
+1% +$451K 2.13% 11
2025
Q3 		$30.1M Buy
98,923
+68
+0.1% +$20.7K 2.14% 11
2025
Q2 		$28.9M Sell
98,855
-616
-0.6% -$190K 2.19% 11
2025
Q1 		$31.1M Buy
99,471
+877
+0.9% +$262K 2.53% 9
2024
Q4 		$28.6M Buy
98,594
+355
+0.4% +$106K 2.3% 10
2024
Q3 		$29.9M Buy
98,239
+9,921
+11% +$2.73M 2.44% 10
2024
Q2 		$22.5M Buy
88,318
+2,455
+3% +$651K 1.98% 12
2024
Q1 		$24.2M Buy
85,863
+953
+1% +$277K 2.18% 9
2023
Q4 		$25.2M Buy
84,910
+23,579
+38% +$6.42M 2.53% 8
2023
Q3 		$16.2M Buy
61,331
+1,775
+3% +$506K 1.78% 9
2023
Q2 		$17.8M Sell
59,556
-209
-0.3% -$60.7K 1.89% 8
2023
Q1 		$16.7M Buy
59,765
+37
+0.1% +$9.91K 1.91% 7
2022
Q4 		$15.7M Sell
59,728
-78
-0.1% -$20.6K 1.86% 8
2022
Q3 		$13.8M Buy
59,806
+186
+0.3% +$47.5K 1.78% 7
2022
Q2 		$14.7M Buy
59,620
+497
+0.8% +$122K 1.78% 8
2022
Q1 		$14.6M Buy
59,123
+1,053
+2% +$262K 1.58% 12
2021
Q4 		$15.6M Buy
58,070
+1,727
+3% +$436K 1.72% 9
2021
Q3 		$13.6M Sell
56,343
-53,881
-49% -$12.9M 1.65% 8
2021
Q2 		$25.1M Buy
110,224
+55,358
+101% +$12.9M 1.59% 11
2021
Q1 		$12.3M Buy
54,866
+1,103
+2% +$236K 1.63% 12
2020
Q4 		$11.5M Sell
53,763
-3,910
-7% -$850K 1.75% 12
2020
Q3 		$12.7M Sell
57,673
-2,381
-4% -$489K 2.27% 5
2020
Q2 		$11.1M Buy
60,054
+624
+1% +$114K 2.05% 5
2020
Q1 		$9.83M Buy
59,430
+341
+0.6% +$67.2K 2.07% 5
2019
Q4 		$11.7M Buy
59,089
+22,947
+63% +$4.55M 1.91% 6
2019
Q3 		$7.76M Sell
36,142
-13,462
-27% -$2.89M 1.34% 22
2019
Q2 		$10.3M Sell
49,604
-2,181
-4% -$432K 1.83% 7
2019
Q1 		$9.83M Buy
51,785
+4,862
+10% +$882K 1.83% 7
2018
Q4 		$8.33M Sell
46,923
-7,369
-14% -$1.31M 1.94% 9
2018
Q3 		$9.08M Buy
54,292
+17,612
+48% +$2.82M 1.83% 10
2018
Q2 		$5.75M Buy
36,680
+1,475
+4% +$239K 1.25% 28
2018
Q1 		$5.5M Buy
35,205
+2,768
+9% +$455K 1.27% 26
2017
Q4 		$5.58M Sell
32,437
-1,019
-3% -$171K 1.28% 22
2017
Q3 		$5.24M Sell
33,456
-74
-0.2% -$11.6K 1.29% 24
2017
Q2 		$5.13M Sell
33,530
-160
-0.5% -$23.1K 1.35% 23
2017
Q1 		$4.37M Buy
33,690
+652
+2% +$81.8K 1.19% 25
2016
Q4 		$4.02M Buy
33,038
+3,481
+12% +$408K 1.19% 25
2016
Q3 		$3.41M Buy
29,557
+3,389
+13% +$402K 1.07% 32
2016
Q2 		$3.15M Sell
26,168
-4,375
-14% -$548K 1.07% 32
2016
Q1 		$3.84M Buy
30,543
+5
+0% +$597 1.35% 18
2015
Q4 		$3.61M Buy
30,538
+567
+2% +$63.4K 1.32% 22
2015
Q3 		$2.95M Buy
29,971
+103
+0.3% +$10K 1.19% 29
2015
Q2 		$2.84M Buy
29,868
+332
+1% +$32.1K 1.09% 33
2015
Q1 		$2.88M Sell
29,536
-270
-0.9% -$25.6K 1.11% 33
2014
Q4 		$2.79M Buy
29,806
+577
+2% +$54K 1.15% 30
2014
Q3 		$2.77M Buy
29,229
+757
+3% +$72.2K 1.22% 23
2014
Q2 		$2.87M Sell
28,472
-22
-0.1% -$2.22K 1.29% 25
2014
Q1 		$2.79M Sell
28,494
-22,791
-44% -$2.18M 1.37% 19
2013
Q4 		$4.98M Buy
+51,285
New +$4.93M 2.56% 4

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

Stonebridge Capital Advisors's MCD Position: Q1 2026 in Review

Stonebridge Capital Advisors increased its McDonald's (MCD) stake by 0.3% in Q1 2026, buying an estimated $94.6K and bringing the position to 100,691 shares worth $31.3M. The position accounts for 2.19% of the portfolio, ranked #11.

Stonebridge Capital Advisors first reported a position in MCD in Q4 2013 and has held it in 50 quarters since. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Stonebridge Capital Advisors held 100,691 shares of McDonald's worth $31.3M as of Q1 2026.
  • Stonebridge Capital Advisors bought 297 McDonald's shares in Q1 2026, an estimated $94.6K.
  • McDonald's made up 2.19% of Stonebridge Capital Advisors's portfolio in Q1 2026, its #11 holding.
  • Stonebridge Capital Advisors first reported a position in McDonald's in Q4 2013 and has held it in 50 quarters since.
  • 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Stonebridge Capital Advisors's 13F filing for Q1 2026, filed 14 May 2026.