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Valley National Advisers’s McDonald's MCD Stock Holding History

Valley National Advisers’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 		$2.02M Sell
6,501
-166
-2% -$52.9K 0.26% 79
2025
Q4 		$2.04M Sell
6,667
-82
-1% -$25.1K 0.28% 85
2025
Q3 		$2.05M Sell
6,749
-6,284
-48% -$1.91M 0.32% 88
2025
Q2 		$3.81M Buy
13,033
+10
+0.1% +$3.08K 0.62% 29
2025
Q1 		$4.07M Buy
13,023
+263
+2% +$78.7K 0.73% 23
2024
Q4 		$3.7M Buy
12,760
+212
+2% +$63.2K 0.66% 28
2024
Q3 		$3.82M Buy
12,548
+2,028
+19% +$559K 0.69% 30
2024
Q2 		$2.68M Sell
10,520
-478
-4% -$127K 0.4% 58
2024
Q1 		$3.1M Sell
10,998
-209
-2% -$60.8K 0.47% 51
2023
Q4 		$3.32M Buy
11,207
+333
+3% +$90.6K 0.53% 43
2023
Q3 		$2.87M Sell
10,874
-211
-2% -$60.2K 0.5% 44
2023
Q2 		$3.31M Sell
11,085
-454
-4% -$132K 0.56% 42
2023
Q1 		$3.38M Sell
11,539
-280
-2% -$75K 0.6% 41
2022
Q4 		$3.18M Sell
11,819
-73
-0.6% -$19.3K 0.57% 42
2022
Q3 		$2.96M Sell
11,892
-257
-2% -$65.7K 0.62% 42
2022
Q2 		$3.07M Sell
12,149
-105
-0.9% -$25.9K 0.65% 35
2022
Q1 		$3.03M Sell
12,254
-379
-3% -$94.4K 0.58% 42
2021
Q4 		$3.39M Sell
12,633
-189
-1% -$47.7K 0.62% 31
2021
Q3 		$3.09M Buy
12,822
+50
+0.4% +$11.9K 0.56% 34
2021
Q2 		$2.95M Sell
12,772
-158
-1% -$36.8K 0.54% 32
2021
Q1 		$2.9M Sell
12,930
-186
-1% -$39.8K 0.57% 28
2020
Q4 		$2.81M Sell
13,116
-758
-5% -$165K 0.59% 28
2020
Q3 		$3.04M Sell
13,874
-1,238
-8% -$254K 0.7% 24
2020
Q2 		$2.79M Sell
15,112
-3,489
-19% -$640K 0.64% 24
2020
Q1 		$3.08M Sell
18,601
-1,020
-5% -$201K 0.85% 23
2019
Q4 		$3.88M Sell
19,621
-1,080
-5% -$214K 0.97% 18
2019
Q3 		$4.45M Sell
20,701
-388
-2% -$83.2K 1.22% 15
2019
Q2 		$4.38M Sell
21,089
-329
-2% -$65.2K 1.2% 17
2019
Q1 		$4.07M Sell
21,418
-977
-4% -$177K 1.17% 18
2018
Q4 		$3.98M Sell
22,395
-439
-2% -$77.9K 1.29% 16
2018
Q3 		$3.82M Sell
22,834
-115
-0.5% -$18.4K 1.32% 16
2018
Q2 		$3.6M Sell
22,949
-355
-2% -$57.6K 1.37% 15
2018
Q1 		$3.64M Sell
23,304
-283
-1% -$46.6K 1.35% 13
2017
Q4 		$4.06M Sell
23,587
-558
-2% -$93.7K 1.41% 10
2017
Q3 		$3.78M Sell
24,145
-1,982
-8% -$311K 1.29% 10
2017
Q2 		$4M Sell
26,127
-2,588
-9% -$374K 1.44% 8
2017
Q1 		$3.72M Sell
28,715
-11,944
-29% -$1.5M 1.42% 13
2016
Q4 		$4.95M Buy
40,659
+3,069
+8% +$360K 2.27% 9
2016
Q3 		$4.34M Sell
37,590
-149
-0.4% -$17.7K 2.24% 10
2016
Q2 		$4.54M Sell
37,739
-467
-1% -$58.5K 2.36% 5
2016
Q1 		$4.8M Sell
38,206
-421
-1% -$50.3K 2.57% 3
2015
Q4 		$4.56M Buy
38,627
+12
+0% +$1.34K 2.69% 4
2015
Q3 		$3.81M Sell
38,615
-365
-0.9% -$35.6K 2.3% 7
2015
Q2 		$3.71M Sell
38,980
-766
-2% -$74.1K 2.09% 7
2015
Q1 		$3.87M Buy
39,746
+3,222
+9% +$306K 2.28% 7
2014
Q4 		$3.54M Buy
+36,524
New +$3.42M 2.67% 9

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

Valley National Advisers's MCD Position: Q1 2026 in Review

Valley National Advisers reduced its McDonald's (MCD) stake by 2.5% in Q1 2026, selling an estimated $52.9K and leaving 6,501 shares worth $2.02M. The position accounts for 0.26% of the portfolio, ranked #79.

Valley National Advisers first reported a position in MCD in Q4 2014 and has held it in 46 quarters since. The position peaked at $4.95M in Q4 2016. 3,564 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Valley National Advisers held 6,501 shares of McDonald's worth $2.02M as of Q1 2026.
  • Valley National Advisers sold 166 McDonald's shares in Q1 2026, an estimated $52.9K.
  • McDonald's made up 0.26% of Valley National Advisers's portfolio in Q1 2026, its #79 holding.
  • Valley National Advisers first reported a position in McDonald's in Q4 2014 and has held it in 46 quarters since.
  • Valley National Advisers's McDonald's position peaked at $4.95M in Q4 2016.
  • 3,564 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Valley National Advisers's 13F filing for Q1 2026, filed 15 Apr 2026.