Verity & Verity’s McDonald's MCD Stock Holding History

Verity & Verity’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	$520K	Sell	1,673 -2,987	-64%	-$952K	0.04%	99
2025 Q4	$1.42M	Buy	4,660 +2,021	+77%	+$619K	0.11%	76
2025 Q3	$802K	Sell	2,639 -893	-25%	-$272K	0.06%	86
2025 Q2	$1.03M	Sell	3,532 -201	-5%	-$62K	0.09%	80
2025 Q1	$1.17M	Sell	3,733 -288	-7%	-$86.1K	0.1%	75
2024 Q4	$1.17M	Buy	+4,021	New	+$1.2M	0.11%	77
2023 Q1	–	Sell	-943	Closed	-$249K	–	119
2022 Q4	$249K	Buy	+943	New	+$249K	0.03%	121
2013 Q4	–	Sell	-22,015	Closed	-$2.12M	–	72
2013 Q3	$2.12M	Buy	22,015 +900	+4%	+$87.9K	1.22%	48
2013 Q2	$2.09M	Buy	+21,115	New	+$2.11M	1.28%	43

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

Verity & Verity's MCD Position: Q1 2026 in Review

Verity & Verity reduced its McDonald's (MCD) stake by 64% in Q1 2026, selling an estimated $952K and leaving 1,673 shares worth $520K. The position accounts for 0.04% of the portfolio, ranked #99.

Verity & Verity first reported a position in MCD in Q2 2013 and has held it in 9 quarters since. The position peaked at $2.12M in Q3 2013. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Verity & Verity held 1,673 shares of McDonald's worth $520K as of Q1 2026.
Verity & Verity sold 2,987 McDonald's shares in Q1 2026, an estimated $952K.
McDonald's made up 0.04% of Verity & Verity's portfolio in Q1 2026, its #99 holding.
Verity & Verity first reported a position in McDonald's in Q2 2013 and has held it in 9 quarters since.
Verity & Verity's McDonald's position peaked at $2.12M in Q3 2013.
3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Verity & Verity's 13F filing for Q1 2026, filed 15 Apr 2026.