US Asset Management LLC’s McDonald's MCD Stock Holding History

US Asset Management LLC’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	$891K	Sell	2,866 -25	-0.9%	-$7.96K	0.77%	33
2025 Q4	$884K	Sell	2,891 -28	-1%	-$8.58K	0.72%	35
2025 Q3	$887K	Hold	2,919	–	–	0.73%	36
2025 Q2	$853K	Hold	2,919	–	–	0.74%	37
2025 Q1	$912K	Sell	2,919 -16	-0.5%	-$4.79K	0.87%	31
2024 Q4	$851K	Sell	2,935 -134	-4%	-$40K	0.76%	35
2024 Q3	$913K	Sell	3,069 -7	-0.2%	-$1.93K	0.81%	31
2024 Q2	$784K	Sell	3,076 -94	-3%	-$24.9K	0.71%	36
2024 Q1	$894K	Sell	3,170 -42	-1%	-$12.2K	0.81%	33
2023 Q4	$952K	Buy	+3,212	New	+$874K	0.94%	27
2023 Q2	$963K	Sell	3,227 -4	-0.1%	-$1.16K	1.02%	26
2023 Q1	$903K	Sell	3,231 -12	-0.4%	-$3.21K	0.92%	27
2022 Q4	$855K	Buy	+3,243	New	+$856K	0.92%	26
2022 Q2	$801K	Hold	3,243	–	–	0.88%	28
2022 Q1	$802K	Hold	3,243	–	–	0.74%	35
2021 Q4	$869K	Sell	3,243 -4	-0.1%	-$1.01K	0.83%	33
2021 Q3	$783K	Buy	+3,247	New	+$775K	0.76%	36

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

US Asset Management LLC's MCD Position: Q1 2026 in Review

US Asset Management LLC reduced its McDonald's (MCD) stake by 0.86% in Q1 2026, selling an estimated $7.96K and leaving 2,866 shares worth $891K. The position accounts for 0.77% of the portfolio, ranked #33.

US Asset Management LLC first reported a position in MCD in Q3 2021 and has held it in 17 quarters since. The position peaked at $963K in Q2 2023. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

US Asset Management LLC held 2,866 shares of McDonald's worth $891K as of Q1 2026.
US Asset Management LLC sold 25 McDonald's shares in Q1 2026, an estimated $7.96K.
McDonald's made up 0.77% of US Asset Management LLC's portfolio in Q1 2026, its #33 holding.
US Asset Management LLC first reported a position in McDonald's in Q3 2021 and has held it in 17 quarters since.
US Asset Management LLC's McDonald's position peaked at $963K in Q2 2023.
3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on US Asset Management LLC's 13F filing for Q1 2026, filed 10 Jun 2026.