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Transcend Capital Advisors’s McDonald's MCD Stock Holding History

Transcend Capital Advisors’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 		$1.34M Buy
4,327
+57
+1% +$18.2K 0.11% 184
2025
Q4 		$1.3M Sell
4,270
-1,172
-22% -$359K 0.1% 189
2025
Q3 		$1.65M Sell
5,442
-62
-1% -$18.9K 0.12% 168
2025
Q2 		$1.61M Sell
5,504
-8,611
-61% -$2.65M 0.12% 164
2025
Q1 		$4.41M Buy
14,115
+296
+2% +$88.5K 0.32% 69
2024
Q4 		$4.01M Sell
13,819
-1,750
-11% -$522K 0.29% 83
2024
Q3 		$4.74M Buy
15,569
+441
+3% +$122K 0.32% 75
2024
Q2 		$3.86M Sell
15,128
-26
-0.2% -$6.9K 0.28% 80
2024
Q1 		$4.27M Buy
15,154
+139
+0.9% +$40.4K 0.34% 67
2023
Q4 		$4.45M Sell
15,015
-693
-4% -$189K 0.4% 54
2023
Q3 		$4.14M Sell
15,708
-438
-3% -$125K 0.4% 51
2023
Q2 		$4.82M Sell
16,146
-138
-0.8% -$40.1K 0.46% 47
2023
Q1 		$4.55M Buy
16,284
+248
+2% +$66.4K 0.48% 45
2022
Q4 		$4.23M Sell
16,036
-1,193
-7% -$315K 0.46% 45
2022
Q3 		$3.98M Buy
17,229
+156
+0.9% +$39.9K 0.44% 48
2022
Q2 		$4.21M Buy
17,073
+101
+0.6% +$24.9K 0.44% 48
2022
Q1 		$4.2M Buy
16,972
+787
+5% +$196K 0.38% 61
2021
Q4 		$4.34M Buy
16,185
+1,750
+12% +$442K 0.38% 63
2021
Q3 		$3.41M Buy
14,435
+120
+0.8% +$28.6K 0.31% 85
2021
Q2 		$3.31M Buy
14,315
+482
+3% +$112K 0.48% 55
2021
Q1 		$3.1M Buy
13,833
+918
+7% +$196K 0.37% 72
2020
Q4 		$2.77M Buy
12,915
+5,257
+69% +$1.14M 0.36% 73
2020
Q3 		$1.68M Buy
+7,658
New +$1.57M 0.31% 82
2020
Q2 		– Sell
-8,200
Closed -$1.36M – 165
2020
Q1 		$1.36M Buy
8,200
+1,187
+17% +$234K 0.41% 74
2019
Q4 		$1.39M Buy
+7,013
New +$1.39M 0.37% 86

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

Transcend Capital Advisors's MCD Position: Q1 2026 in Review

Transcend Capital Advisors increased its McDonald's (MCD) stake by 1.3% in Q1 2026, buying an estimated $18.2K and bringing the position to 4,327 shares worth $1.34M. The position accounts for 0.11% of the portfolio, ranked #184.

Transcend Capital Advisors first reported a position in MCD in Q4 2019 and has held it in 25 quarters since. The position peaked at $4.82M in Q2 2023. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Transcend Capital Advisors held 4,327 shares of McDonald's worth $1.34M as of Q1 2026.
  • Transcend Capital Advisors bought 57 McDonald's shares in Q1 2026, an estimated $18.2K.
  • McDonald's made up 0.11% of Transcend Capital Advisors's portfolio in Q1 2026, its #184 holding.
  • Transcend Capital Advisors first reported a position in McDonald's in Q4 2019 and has held it in 25 quarters since.
  • Transcend Capital Advisors's McDonald's position peaked at $4.82M in Q2 2023.
  • 3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Transcend Capital Advisors's 13F filing for Q1 2026, filed 13 May 2026.