Systematic Alpha Investments’s McDonald's MCD Stock Holding History

Systematic Alpha Investments’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	$29.8M	Hold	96,001	–	–	1.05%	21
2025 Q4	$29.3M	Hold	96,001	–	–	0.92%	21
2025 Q3	$29.2M	Hold	96,001	–	–	0.96%	22
2025 Q2	$28M	Hold	96,001	–	–	1%	21
2025 Q1	$30M	Hold	96,001	–	–	1.15%	21
2024 Q4	$27.8M	Hold	96,001	–	–	1.03%	24
2024 Q3	$29.2M	Hold	96,001	–	–	1.07%	23
2024 Q2	$24.5M	Hold	96,001	–	–	0.93%	24
2024 Q1	$27.1M	Hold	96,001	–	–	1.09%	22
2023 Q4	$28.5M	Hold	96,001	–	–	1.28%	18
2023 Q3	$25.3M	Hold	96,001	–	–	1.26%	18
2023 Q2	$28.6M	Hold	96,001	–	–	1.39%	17
2023 Q1	$26.8M	Hold	96,001	–	–	1.41%	16
2022 Q4	$25.3M	Hold	96,001	–	–	1.28%	17
2022 Q3	$22.2M	Hold	96,001	–	–	1.34%	19
2022 Q2	$23.7M	Hold	96,001	–	–	1.34%	18
2022 Q1	$23.7M	Hold	96,001	–	–	1.16%	21
2021 Q4	$25.7M	Hold	96,001	–	–	1.2%	20
2021 Q3	$23.6M	Hold	96,001	–	–	1.03%	23
2021 Q2	$22.4M	Buy	96,001 +1	+0%	+$233	1.02%	23
2021 Q1	$21.5M	Hold	96,000	–	–	1.38%	15
2020 Q4	$20.6M	Buy	+96,000	New	+$20.9M	2.24%	14

Other funds holding MCD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Systematic Alpha Investments's MCD Position: Q1 2026 in Review

Systematic Alpha Investments held its McDonald's (MCD) position steady in Q1 2026 at 96,001 shares worth $29.8M. The position accounts for 1.05% of the portfolio, ranked #21.

Systematic Alpha Investments first reported a position in MCD in Q4 2020 and has held it in 22 quarters since. The position peaked at $30M in Q1 2025. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Systematic Alpha Investments held 96,001 shares of McDonald's worth $29.8M as of Q1 2026.
Systematic Alpha Investments left its McDonald's share count unchanged in Q1 2026.
McDonald's made up 1.05% of Systematic Alpha Investments's portfolio in Q1 2026, its #21 holding.
Systematic Alpha Investments first reported a position in McDonald's in Q4 2020 and has held it in 22 quarters since.
Systematic Alpha Investments's McDonald's position peaked at $30M in Q1 2025.
3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Systematic Alpha Investments's 13F filing for Q1 2026, filed 18 May 2026.