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Sunbelt Securities’s McDonald's MCD Stock Holding History

Sunbelt Securities’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 		$4M Sell
12,860
-873
-6% -$278K 0.25% 75
2025
Q4 		$4.2M Buy
13,733
+348
+3% +$107K 0.28% 67
2025
Q3 		$4.07M Buy
13,385
+3,158
+31% +$961K 0.28% 66
2025
Q2 		$2.96M Buy
10,227
+1,595
+18% +$492K 0.26% 74
2025
Q1 		$2.7M Sell
8,632
-1,595
-16% -$477K 0.24% 74
2024
Q4 		$2.96M Buy
10,227
+696
+7% +$208K 0.26% 73
2024
Q3 		$2.9M Sell
9,531
-12
-0.1% -$3.31K 0.28% 75
2024
Q2 		$2.43M Sell
9,543
-78
-0.8% -$20.7K 0.25% 82
2024
Q1 		$2.71M Buy
9,621
+555
+6% +$161K 0.3% 70
2023
Q4 		$2.69M Buy
9,066
+438
+5% +$119K 0.34% 67
2023
Q3 		$2.27M Buy
8,628
+41
+0.5% +$11.7K 0.31% 64
2023
Q2 		$2.56M Buy
8,587
+272
+3% +$79K 0.37% 54
2023
Q1 		$2.31M Buy
8,315
+27
+0.3% +$7.23K 0.37% 58
2022
Q4 		$2.18M Buy
8,288
+373
+5% +$98.4K 0.43% 55
2022
Q3 		$1.83M Buy
7,915
+184
+2% +$47K 0.39% 66
2022
Q2 		$1.91M Buy
7,731
+518
+7% +$128K 0.4% 59
2022
Q1 		$1.8M Buy
7,213
+1,374
+24% +$342K 0.33% 78
2021
Q4 		$1.52M Buy
5,839
+745
+15% +$188K 0.25% 100
2021
Q3 		$1.2M Hold
5,094
– – 0.22% 122
2021
Q2 		$1.2M Buy
5,094
+111
+2% +$25.8K 0.22% 122
2021
Q1 		$1.12M Sell
4,983
-112
-2% -$24K 0.22% 124
2020
Q4 		$1.09M Buy
5,095
+49
+1% +$10.7K 0.23% 108
2020
Q3 		$1.11M Buy
5,046
+18
+0.4% +$3.69K 0.31% 89
2020
Q2 		$928K Sell
5,028
-1,407
-22% -$258K 0.32% 88
2020
Q1 		$1.11M Sell
6,435
-11,205
-64% -$2.21M 0.05% 137
2019
Q4 		$3.49M Sell
17,640
-182
-1% -$36.1K 0.37% 60
2019
Q3 		$3.83M Buy
17,822
+11,431
+179% +$2.45M 0.43% 51
2019
Q2 		$1.33M Sell
6,391
-2,883
-31% -$571K 0.58% 46
2019
Q1 		$1.76M Sell
9,274
-306
-3% -$55.5K 0.88% 32
2018
Q4 		$1.7M Sell
9,580
-1,452
-13% -$258K 0.99% 30
2018
Q3 		$1.84M Sell
11,032
-1,154
-9% -$185K 0.99% 29
2018
Q2 		$1.91M Buy
12,186
+7,346
+152% +$1.19M 1.14% 24
2018
Q1 		$757K Buy
4,840
+179
+4% +$29.4K 0.69% 33
2017
Q4 		$802K Sell
4,661
-53
-1% -$8.9K 0.78% 31
2017
Q3 		$739K Buy
4,714
+419
+10% +$65.7K 0.78% 32
2017
Q2 		$658K Buy
4,295
+37
+0.9% +$5.35K 1.24% 20
2017
Q1 		$552K Buy
4,258
+63
+2% +$7.91K 0.83% 28
2016
Q4 		$511K Buy
4,195
+12
+0.3% +$1.41K 0.78% 28
2016
Q3 		$483K Buy
4,183
+49
+1% +$5.81K 0.58% 40
2016
Q2 		$497K Sell
4,134
-26
-0.6% -$3.26K 0.65% 36
2016
Q1 		$523K Buy
4,160
+11
+0.3% +$1.31K 0.76% 29
2015
Q4 		$490K Buy
4,149
+11
+0.3% +$1.23K 0.69% 32
2015
Q3 		$408K Buy
4,138
+803
+24% +$78.2K 0.55% 42
2015
Q2 		$317K Sell
3,335
-38
-1% -$3.67K 0.44% 56
2015
Q1 		$329K Sell
3,373
-13
-0.4% -$1.23K 0.49% 47
2014
Q4 		$317K Buy
+3,386
New +$317K 0.42% 55

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

Sunbelt Securities's MCD Position: Q1 2026 in Review

Sunbelt Securities reduced its McDonald's (MCD) stake by 6.4% in Q1 2026, selling an estimated $278K and leaving 12,860 shares worth $4M. The position accounts for 0.25% of the portfolio, ranked #75.

Sunbelt Securities first reported a position in MCD in Q4 2014 and has held it in 46 quarters since. The position peaked at $4.2M in Q4 2025. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Sunbelt Securities held 12,860 shares of McDonald's worth $4M as of Q1 2026.
  • Sunbelt Securities sold 873 McDonald's shares in Q1 2026, an estimated $278K.
  • McDonald's made up 0.25% of Sunbelt Securities's portfolio in Q1 2026, its #75 holding.
  • Sunbelt Securities first reported a position in McDonald's in Q4 2014 and has held it in 46 quarters since.
  • Sunbelt Securities's McDonald's position peaked at $4.2M in Q4 2025.
  • 3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.