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Tortoise Investment Management’s McDonald's MCD Stock Holding History

Tortoise Investment 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 		$324K Buy
1,043
+38
+4% +$12.1K 0.03% 193
2025
Q4 		$307K Sell
1,005
-58
-5% -$17.8K 0.03% 189
2025
Q3 		$323K Buy
1,063
+12
+1% +$3.65K 0.03% 185
2025
Q2 		$307K Buy
1,051
+32
+3% +$9.87K 0.03% 179
2025
Q1 		$318K Sell
1,019
-227
-18% -$67.9K 0.03% 167
2024
Q4 		$361K Buy
1,246
+22
+2% +$6.56K 0.04% 170
2024
Q3 		$373K Buy
1,224
+59
+5% +$16.3K 0.04% 167
2024
Q2 		$297K Buy
1,165
+72
+7% +$19.1K 0.03% 178
2024
Q1 		$308K Sell
1,093
-78
-7% -$22.7K 0.04% 179
2023
Q4 		$347K Buy
1,171
+22
+2% +$5.99K 0.05% 168
2023
Q3 		$303K Buy
1,149
+2
+0.2% +$570 0.05% 168
2023
Q2 		$342K Buy
1,147
+365
+47% +$106K 0.05% 158
2023
Q1 		$219K Sell
782
-40
-5% -$10.7K 0.03% 184
2022
Q4 		$217K Sell
822
-51
-6% -$13.5K 0.04% 183
2022
Q3 		$201K Buy
873
+57
+7% +$14.6K 0.04% 183
2022
Q2 		$201K Buy
816
+3
+0.4% +$739 0.04% 171
2022
Q1 		$201K Sell
813
-85
-9% -$21.2K 0.04% 179
2021
Q4 		$241K Buy
898
+64
+8% +$16.2K 0.05% 155
2021
Q3 		$201K Sell
834
-33
-4% -$7.88K 0.04% 155
2021
Q2 		$200K Buy
867
+26
+3% +$6.05K 0.04% 157
2021
Q1 		$189K Hold
841
– – 0.04% 154
2020
Q4 		$180K Sell
841
-367
-30% -$79.8K 0.04% 150
2020
Q3 		$265K Hold
1,208
– – 0.06% 118
2020
Q2 		$223K Hold
1,208
– – 0.06% 128
2020
Q1 		$200K Sell
1,208
-30
-2% -$5.91K 0.06% 127
2019
Q4 		$245K Buy
1,238
+30
+2% +$5.95K 0.06% 125
2019
Q3 		$259K Sell
1,208
-95
-7% -$20.4K 0.07% 122
2019
Q2 		$271K Buy
1,303
+56
+4% +$11.1K 0.07% 127
2019
Q1 		$237K Buy
1,247
+20
+2% +$3.63K 0.06% 129
2018
Q4 		$218K Sell
1,227
-100
-8% -$17.7K 0.06% 137
2018
Q3 		$222K Buy
1,327
+247
+23% +$39.6K 0.06% 130
2018
Q2 		$169K Hold
1,080
– – 0.05% 149
2018
Q1 		$169K Buy
1,080
+766
+244% +$126K 0.05% 145
2017
Q4 		$54K Buy
314
+34
+12% +$5.71K 0.02% 235
2017
Q3 		$44K Hold
280
– – 0.01% 242
2017
Q2 		$43K Buy
280
+40
+17% +$5.78K 0.01% 234
2017
Q1 		$31K Sell
240
-19
-7% -$2.38K 0.01% 239
2016
Q4 		$32K Sell
259
-9
-3% -$1.05K 0.01% 232
2016
Q3 		$31K Sell
268
-27
-9% -$3.2K 0.01% 230
2016
Q2 		$36K Buy
295
+55
+23% +$6.89K 0.01% 224
2016
Q1 		$30K Hold
240
– – 0.01% 227
2015
Q4 		$28K Sell
240
-16
-6% -$1.79K 0.01% 244
2015
Q3 		$25K Hold
256
– – 0.01% 240
2015
Q2 		$24K Sell
256
-300
-54% -$29K 0.01% 260
2015
Q1 		$54K Buy
556
+40
+8% +$3.79K 0.02% 203
2014
Q4 		$48K Buy
516
+200
+63% +$18.7K 0.02% 216
2014
Q3 		$30K Hold
316
– – 0.01% 244
2014
Q2 		$32K Hold
316
– – 0.01% 244
2014
Q1 		$31K Hold
316
– – 0.01% 213
2013
Q4 		$31K Hold
316
– – 0.02% 200
2013
Q3 		$30K Hold
316
– – 0.02% 181
2013
Q2 		$31K Buy
+316
New +$31.6K 0.02% 173

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 $147M AUM 25.76% 1-Year Est. Return

Tortoise Investment Management's MCD Position: Q1 2026 in Review

Tortoise Investment Management increased its McDonald's (MCD) stake by 3.8% in Q1 2026, buying an estimated $12.1K and bringing the position to 1,043 shares worth $324K. The position accounts for 0.03% of the portfolio, ranked #193.

Tortoise Investment Management first reported a position in MCD in Q2 2013 and has held it in 52 quarters since. The position peaked at $373K in Q3 2024. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Tortoise Investment Management held 1,043 shares of McDonald's worth $324K as of Q1 2026.
  • Tortoise Investment Management bought 38 McDonald's shares in Q1 2026, an estimated $12.1K.
  • McDonald's made up 0.03% of Tortoise Investment Management's portfolio in Q1 2026, its #193 holding.
  • Tortoise Investment Management first reported a position in McDonald's in Q2 2013 and has held it in 52 quarters since.
  • Tortoise Investment Management's McDonald's position peaked at $373K in Q3 2024.
  • 3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Tortoise Investment Management's 13F filing for Q1 2026, filed 5 May 2026.