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

Stonebridge 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 		$367K Buy
+1,180
New +$376K 0.17% 61
2025
Q2 		$552K Hold
1,890
– – 0.22% 62
2025
Q1 		$590K Hold
1,890
– – 0.26% 58
2024
Q4 		$548K Sell
1,890
-100
-5% -$29.8K 0.22% 58
2024
Q3 		$606K Hold
1,990
– – 0.24% 56
2024
Q2 		$507K Sell
1,990
-25
-1% -$6.63K 0.22% 60
2024
Q1 		$568K Hold
2,015
– – 0.25% 57
2023
Q4 		$597K Hold
2,015
– – 0.29% 52
2023
Q3 		$531K Sell
2,015
-1,000
-33% -$285K 0.29% 51
2023
Q2 		$900K Hold
3,015
– – 0.42% 44
2023
Q1 		$843K Sell
3,015
-270
-8% -$72.3K 0.41% 46
2022
Q4 		$866K Hold
3,285
– – 0.41% 47
2022
Q3 		$758K Sell
3,285
-475
-13% -$121K 0.39% 45
2022
Q2 		$928K Sell
3,760
-220
-6% -$54.2K 0.42% 45
2022
Q1 		$984K Hold
3,980
– – 0.36% 48
2021
Q4 		$1.07M Sell
3,980
-275
-6% -$69.4K 0.37% 48
2021
Q3 		$1.03M Hold
4,255
– – 0.38% 48
2021
Q2 		$983K Hold
4,255
– – 0.36% 49
2021
Q1 		$953K Hold
4,255
– – 0.36% 48
2020
Q4 		$913K Hold
4,255
– – 0.38% 47
2020
Q3 		$934K Buy
4,255
+165
+4% +$33.9K 0.43% 45
2020
Q2 		$756K Sell
4,090
-400
-9% -$73.3K 0.39% 46
2020
Q1 		$742K Hold
4,490
– – 0.42% 47
2019
Q4 		$887K Sell
4,490
-50
-1% -$9.92K 0.39% 50
2019
Q3 		$975K Sell
4,540
-515
-10% -$110K 0.45% 46
2019
Q2 		$1.05M Sell
5,055
-1,510
-23% -$299K 0.41% 52
2019
Q1 		$1.25M Hold
6,565
– – 0.46% 50
2018
Q4 		$1.17M Sell
6,565
-275
-4% -$48.8K 0.47% 49
2018
Q3 		$1.15M Hold
6,840
– – 0.39% 55
2018
Q2 		$1.08M Buy
6,840
+240
+4% +$38.9K 0.39% 57
2018
Q1 		$1.07M Sell
6,600
-170
-3% -$28K 0.39% 57
2017
Q4 		$1.18M Sell
6,770
-60
-0.9% -$10.1K 0.42% 50
2017
Q3 		$1.07M Sell
6,830
-25
-0.4% -$3.92K 0.4% 53
2017
Q2 		$1.05M Buy
6,855
+1,000
+17% +$145K 0.4% 54
2017
Q1 		$759K Hold
5,855
– – 0.31% 63
2016
Q4 		$713K Buy
5,855
+70
+1% +$8.21K 0.3% 61
2016
Q3 		$667K Buy
5,785
+10
+0.2% +$1.19K 0.29% 60
2016
Q2 		$695K Sell
5,775
-260
-4% -$32.6K 0.32% 59
2016
Q1 		$758K Sell
6,035
-7,175
-54% -$857K 0.32% 54
2015
Q4 		$1.56M Sell
13,210
-6,129
-32% -$685K 0.66% 35
2015
Q3 		$1.91M Sell
19,339
-935
-5% -$91.1K 0.86% 32
2015
Q2 		$1.93M Buy
20,274
+75
+0.4% +$7.25K 0.79% 33
2015
Q1 		$1.97M Buy
20,199
+625
+3% +$59.3K 0.8% 34
2014
Q4 		$1.83M Buy
19,574
+282
+1% +$26.4K 0.71% 37
2014
Q3 		$1.83M Buy
19,292
+12,840
+199% +$1.22M 0.7% 36
2014
Q2 		$650K Buy
6,452
+1,750
+37% +$177K 0.25% 84
2014
Q1 		$461K Buy
+4,702
New +$450K 0.19% 111

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 Management's MCD Position: Q1 2026 in Review

Stonebridge Capital Management opened a new position in McDonald's (MCD) in Q1 2026: 1,180 shares worth $367K. The stake represents 0.17% of the portfolio and ranks #61 among its holdings. This is a return to the name: Stonebridge Capital Management previously reported a position in MCD as recently as Q2 2025.

Stonebridge Capital Management first reported a position in MCD in Q1 2014 and has held it in 47 quarters since. The position peaked at $1.97M in Q1 2015. 3,564 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Stonebridge Capital Management held 1,180 shares of McDonald's worth $367K as of Q1 2026.
  • McDonald's was a new Stonebridge Capital Management position in Q1 2026.
  • McDonald's made up 0.17% of Stonebridge Capital Management's portfolio in Q1 2026, its #61 holding.
  • Stonebridge Capital Management first reported a position in McDonald's in Q1 2014 and has held it in 47 quarters since.
  • Stonebridge Capital Management's McDonald's position peaked at $1.97M in Q1 2015.
  • 3,564 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

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