Tsai Capital’s McDonald's MCD Stock Holding History

Tsai 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	$446K	Hold	1,435	–	–	0.33%	18
2025 Q4	$439K	Hold	1,435	–	–	0.3%	18
2025 Q3	$436K	Hold	1,435	–	–	0.3%	22
2025 Q2	$419K	Hold	1,435	–	–	0.31%	26
2025 Q1	$448K	Hold	1,435	–	–	0.37%	24
2024 Q4	$416K	Hold	1,435	–	–	0.3%	24
2024 Q3	$437K	Hold	1,435	–	–	0.36%	24
2024 Q2	$366K	Hold	1,435	–	–	0.36%	23
2024 Q1	$405K	Hold	1,435	–	–	0.42%	22
2023 Q4	$425K	Hold	1,435	–	–	0.39%	22
2023 Q3	$378K	Sell	1,435 -1,145	-44%	-$327K	0.36%	23
2023 Q2	$770K	Hold	2,580	–	–	0.7%	21
2023 Q1	$721K	Hold	2,580	–	–	0.76%	20
2022 Q4	$680K	Hold	2,580	–	–	0.98%	18
2022 Q3	$595K	Hold	2,580	–	–	0.66%	18
2022 Q2	$637K	Sell	2,580 -180	-7%	-$44.3K	0.76%	17
2022 Q1	$682K	Sell	2,760 -390	-12%	-$97.2K	0.52%	13
2021 Q4	$844K	Hold	3,150	–	–	0.59%	13
2021 Q3	$759K	Sell	3,150 -400	-11%	-$95.5K	0.65%	14
2021 Q2	$820K	Hold	3,550	–	–	0.75%	15
2021 Q1	$796K	Hold	3,550	–	–	0.79%	15
2020 Q4	$762K	Buy	+3,550	New	+$772K	0.76%	13

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

Tsai Capital's MCD Position: Q1 2026 in Review

Tsai Capital held its McDonald's (MCD) position steady in Q1 2026 at 1,435 shares worth $446K. The position accounts for 0.33% of the portfolio, ranked #18.

Tsai Capital first reported a position in MCD in Q4 2020 and has held it in 22 quarters since. The position peaked at $844K in Q4 2021. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Tsai Capital held 1,435 shares of McDonald's worth $446K as of Q1 2026.
Tsai Capital left its McDonald's share count unchanged in Q1 2026.
McDonald's made up 0.33% of Tsai Capital's portfolio in Q1 2026, its #18 holding.
Tsai Capital first reported a position in McDonald's in Q4 2020 and has held it in 22 quarters since.
Tsai Capital's McDonald's position peaked at $844K in Q4 2021.
3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Tsai Capital's 13F filing for Q1 2026, filed 14 May 2026.