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Swan Capital’s McDonald's MCD Stock Holding History

Swan Capital’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 		$503K Sell
1,617
-500
-24% -$159K 0.18% 30
2025
Q4 		$647K Hold
2,117
– – 0.25% 27
2025
Q3 		$643K Sell
2,117
-98
-4% -$29.8K 0.26% 25
2025
Q2 		$647K Buy
2,215
+1,600
+260% +$493K 0.28% 25
2025
Q1 		$192K Hold
615
– – 0.09% 37
2024
Q4 		$178K Hold
615
– – 0.09% 37
2024
Q3 		$187K Hold
615
– – 0.09% 37
2024
Q2 		$157K Buy
+615
New +$163K 0.09% 36
2023
Q1 		$221K Buy
+790
New +$212K 0.21% 25

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

Swan Capital's MCD Position: Q1 2026 in Review

Swan Capital reduced its McDonald's (MCD) stake by 24% in Q1 2026, selling an estimated $159K and leaving 1,617 shares worth $503K. The position accounts for 0.18% of the portfolio, ranked #30.

Swan Capital first reported a position in MCD in Q1 2023 and has held it in 9 quarters since. The position peaked at $647K in Q2 2025. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Swan Capital held 1,617 shares of McDonald's worth $503K as of Q1 2026.
  • Swan Capital sold 500 McDonald's shares in Q1 2026, an estimated $159K.
  • McDonald's made up 0.18% of Swan Capital's portfolio in Q1 2026, its #30 holding.
  • Swan Capital first reported a position in McDonald's in Q1 2023 and has held it in 9 quarters since.
  • Swan Capital's McDonald's position peaked at $647K in Q2 2025.
  • 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

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