Total Investment Management’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $367K | Sell |
1,182
-27
| -2% | -$8.6K | 0.04% | 53 |
|
|
2025
Q4 | $370K | Buy |
1,209
+27
| +2% | +$8.27K | 0.05% | 52 |
|
|
2025
Q3 | $359K | Sell |
1,182
-11
| -0.9% | -$3.35K | 0.05% | 48 |
|
|
2025
Q2 | $349K | Buy |
1,193
+22
| +2% | +$6.78K | 0.05% | 46 |
|
|
2025
Q1 | $366K | Sell |
1,171
-7
| -0.6% | -$2.09K | 0.05% | 46 |
|
|
2024
Q4 | $342K | Buy |
1,178
+20
| +2% | +$5.96K | 0.05% | 51 |
|
|
2024
Q3 | $353K | Hold |
1,158
| – | – | 0.04% | 44 |
|
|
2024
Q2 | $295K | Sell |
1,158
-58
| -5% | -$15.4K | 0.04% | 48 |
|
|
2024
Q1 | $343K | Buy |
1,216
+1
| +0.1% | +$291 | 0.04% | 45 |
|
|
2023
Q4 | $360K | Sell |
1,215
-23
| -2% | -$6.26K | 0.05% | 46 |
|
|
2023
Q3 | $326K | Buy |
1,238
+61
| +5% | +$17.4K | 0.05% | 49 |
|
|
2023
Q2 | $351K | Buy |
1,177
+21
| +2% | +$6.1K | 0.05% | 47 |
|
|
2023
Q1 | $323K | Hold |
1,156
| – | – | 0.06% | 46 |
|
|
2022
Q4 | $305K | Hold |
1,156
| – | – | 0.07% | 44 |
|
|
2022
Q3 | $267K | Hold |
1,156
| – | – | 0.05% | 46 |
|
|
2022
Q2 | $285K | Hold |
1,156
| – | – | 0.05% | 50 |
|
|
2022
Q1 | $286K | Buy |
1,156
+2
| +0.2% | +$498 | 0.05% | 56 |
|
|
2021
Q4 | $309K | Buy |
1,154
+84
| +8% | +$21.2K | 0.05% | 60 |
|
|
2021
Q3 | $258K | Sell |
1,070
-120
| -10% | -$28.6K | 0.06% | 48 |
|
|
2021
Q2 | $275K | Buy |
+1,190
| New | +$277K | 0.05% | 46 |
|
|
2021
Q1 | – | Sell |
-1,190
| Closed | -$255K | – | 58 |
|
|
2020
Q4 | $255K | Hold |
1,190
| – | – | 0.05% | 40 |
|
|
2020
Q3 | $253K | Hold |
1,190
| – | – | 0.07% | 39 |
|
|
2020
Q2 | $220K | Buy |
+1,190
| New | +$218K | 0.08% | 39 |
|
|
2020
Q1 | – | Sell |
-1,090
| Closed | -$215K | – | 55 |
|
|
2019
Q4 | $215K | Buy |
1,090
+99
| +10% | +$19.6K | 0.04% | 53 |
|
|
2019
Q3 | $213K | Hold |
991
| – | – | 0.04% | 52 |
|
|
2019
Q2 | $212K | Buy |
+991
| New | +$196K | 0.05% | 50 |
|
|
2018
Q4 | – | Sell |
-1,460
| Closed | -$244K | – | 53 |
|
|
2018
Q3 | $244K | Hold |
1,460
| – | – | 0.05% | 43 |
|
|
2018
Q2 | $229K | Hold |
1,460
| – | – | 0.05% | 41 |
|
|
2018
Q1 | $228K | Hold |
1,460
| – | – | 0.06% | 41 |
|
|
2017
Q4 | $251K | Hold |
1,460
| – | – | 0.07% | 31 |
|
|
2017
Q3 | $229K | Hold |
1,460
| – | – | 0.08% | 33 |
|
|
2017
Q2 | $224K | Buy |
+1,460
| New | +$211K | 0.07% | 33 |
|
Other funds holding MCD
VCM
VPM
DAM
Total Investment Management's MCD Position: Q1 2026 in Review
Total Investment Management reduced its McDonald's (MCD) stake by 2.2% in Q1 2026, selling an estimated $8.6K and leaving 1,182 shares worth $367K. The position accounts for 0.04% of the portfolio, ranked #53.
Total Investment Management first reported a position in MCD in Q2 2017 and has held it in 32 quarters since. The position peaked at $370K in Q4 2025. 3,566 funds tracked by Wall St. Rank hold MCD as of Q1 2026.
- Total Investment Management held 1,182 shares of McDonald's worth $367K as of Q1 2026.
- Total Investment Management sold 27 McDonald's shares in Q1 2026, an estimated $8.6K.
- McDonald's made up 0.04% of Total Investment Management's portfolio in Q1 2026, its #53 holding.
- Total Investment Management first reported a position in McDonald's in Q2 2017 and has held it in 32 quarters since.
- Total Investment Management's McDonald's position peaked at $370K in Q4 2025.
- 3,566 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.
Based on Total Investment Management's 13F filing for Q1 2026, filed 13 Apr 2026.