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Suncoast Equity Management’s McDonald's MCD Stock Holding History

Suncoast Equity 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 		$1.01M Sell
3,240
-933
-22% -$297K 0.12% 49
2025
Q4 		$1.28M Sell
4,173
-13
-0.3% -$3.98K 0.13% 47
2025
Q3 		$1.27M Buy
4,186
+43
+1% +$13.1K 0.13% 49
2025
Q2 		$1.21M Buy
4,143
+22
+0.5% +$6.78K 0.12% 46
2025
Q1 		$1.29M Sell
4,121
-157
-4% -$47K 0.15% 42
2024
Q4 		$1.24M Sell
4,278
-18
-0.4% -$5.37K 0.14% 40
2024
Q3 		$1.31M Sell
4,296
-319
-7% -$87.9K 0.15% 40
2024
Q2 		$1.18M Sell
4,615
-9
-0.2% -$2.39K 0.13% 40
2024
Q1 		$1.3M Sell
4,624
-419
-8% -$122K 0.15% 37
2023
Q4 		$1.5M Sell
5,043
-220
-4% -$59.9K 0.2% 35
2023
Q3 		$1.39M Buy
5,263
+133
+3% +$37.9K 0.21% 32
2023
Q2 		$1.53M Buy
5,130
+82
+2% +$23.8K 0.23% 30
2023
Q1 		$1.41M Buy
5,048
+5
+0.1% +$1.34K 0.24% 28
2022
Q4 		$1.33M Buy
+5,043
New +$1.33M 0.24% 27
2021
Q4 		– Sell
-1,415
Closed -$341K – 57
2021
Q3 		$341K Buy
1,415
+5
+0.4% +$1.19K 0.05% 35
2021
Q2 		$326K Buy
1,410
+5
+0.4% +$1.16K 0.04% 36
2021
Q1 		$315K Buy
1,405
+7
+0.5% +$1.5K 0.05% 36
2020
Q4 		$300K Buy
+1,398
New +$304K 0.05% 38
2020
Q2 		– Sell
-2,345
Closed -$388K – 40
2020
Q1 		$388K Buy
2,345
+60
+3% +$11.8K 0.09% 28
2019
Q4 		$452K Sell
2,285
-8
-0.3% -$1.59K 0.09% 30
2019
Q3 		$492K Buy
2,293
+842
+58% +$181K 0.1% 28
2019
Q2 		$301K Buy
1,451
+111
+8% +$22K 0.06% 33
2019
Q1 		$254K Hold
1,340
– – 0.06% 35
2018
Q4 		$238K Hold
1,340
– – 0.06% 35
2018
Q3 		$224K Buy
+1,340
New +$215K 0.05% 39

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

Suncoast Equity Management's MCD Position: Q1 2026 in Review

Suncoast Equity Management reduced its McDonald's (MCD) stake by 22% in Q1 2026, selling an estimated $297K and leaving 3,240 shares worth $1.01M. The position accounts for 0.12% of the portfolio, ranked #49.

Suncoast Equity Management first reported a position in MCD in Q3 2018 and has held it in 25 quarters since. The position peaked at $1.53M in Q2 2023. 3,566 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Suncoast Equity Management held 3,240 shares of McDonald's worth $1.01M as of Q1 2026.
  • Suncoast Equity Management sold 933 McDonald's shares in Q1 2026, an estimated $297K.
  • McDonald's made up 0.12% of Suncoast Equity Management's portfolio in Q1 2026, its #49 holding.
  • Suncoast Equity Management first reported a position in McDonald's in Q3 2018 and has held it in 25 quarters since.
  • Suncoast Equity Management's McDonald's position peaked at $1.53M in Q2 2023.
  • 3,566 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Suncoast Equity Management's 13F filing for Q1 2026, filed 8 May 2026.