Tacita Capital’s McDonald's MCD Stock Holding History

Tacita 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	$573K	Hold	1,845	–	–	0.34%	56
2025 Q4	$564K	Sell	1,845 -44	-2%	-$13.5K	0.33%	59
2025 Q3	$574K	Hold	1,889	–	–	0.35%	57
2025 Q2	$552K	Sell	1,889 -50	-3%	-$15.4K	0.35%	53
2025 Q1	$606K	Hold	1,939	–	–	0.44%	46
2024 Q4	$562K	Sell	1,939 -55	-3%	-$16.4K	0.4%	49
2024 Q3	$607K	Hold	1,994	–	–	0.4%	48
2024 Q2	$508K	Buy	1,994 +19	+1%	+$5.04K	0.36%	56
2024 Q1	$557K	Buy	1,975 +11	+0.6%	+$3.2K	0.39%	49
2023 Q4	$582K	Sell	1,964 -96	-5%	-$26.1K	0.43%	50
2023 Q3	$543K	Hold	2,060	–	–	0.42%	50
2023 Q2	$615K	Hold	2,060	–	–	0.45%	46
2023 Q1	$576K	Sell	2,060 -40	-2%	-$10.7K	0.43%	49
2022 Q4	$553K	Hold	2,100	–	–	0.41%	51
2022 Q3	$485K	Sell	2,100 -10	-0.5%	-$2.56K	0.38%	49
2022 Q2	$521K	Sell	2,110 -50	-2%	-$12.3K	0.36%	49
2022 Q1	$534K	Hold	2,160	–	–	0.31%	51
2021 Q4	$579K	Hold	2,160	–	–	0.33%	50
2021 Q3	$521K	Hold	2,160	–	–	0.32%	53
2021 Q2	$499K	Sell	2,160 -35	-2%	-$8.14K	0.3%	58
2021 Q1	$492K	Hold	2,195	–	–	0.32%	59
2020 Q4	$471K	Buy	+2,195	New	+$477K	0.31%	62

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

Tacita Capital's MCD Position: Q1 2026 in Review

Tacita Capital held its McDonald's (MCD) position steady in Q1 2026 at 1,845 shares worth $573K. The position accounts for 0.34% of the portfolio, ranked #56.

Tacita Capital first reported a position in MCD in Q4 2020 and has held it in 22 quarters since. The position peaked at $615K in Q2 2023. 3,564 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Tacita Capital held 1,845 shares of McDonald's worth $573K as of Q1 2026.
Tacita Capital left its McDonald's share count unchanged in Q1 2026.
McDonald's made up 0.34% of Tacita Capital's portfolio in Q1 2026, its #56 holding.
Tacita Capital first reported a position in McDonald's in Q4 2020 and has held it in 22 quarters since.
Tacita Capital's McDonald's position peaked at $615K in Q2 2023.
3,564 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Tacita Capital's 13F filing for Q1 2026, filed 7 May 2026.