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Wallace Capital Management’s McDonald's MCD Stock Holding History

Wallace Capital Management’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 		$367K Sell
1,181
-48
-4% -$15.3K 0.04% 55
2025
Q4 		$376K Sell
1,229
-44
-3% -$13.5K 0.05% 56
2025
Q3 		$387K Buy
1,273
+2
+0.2% +$609 0.05% 58
2025
Q2 		$371K Sell
1,271
-98
-7% -$30.2K 0.05% 54
2025
Q1 		$428K Sell
1,369
-199
-13% -$59.5K 0.05% 56
2024
Q4 		$454K Buy
1,568
+2
+0.1% +$596 0.06% 55
2024
Q3 		$477K Sell
1,566
-48
-3% -$13.2K 0.06% 56
2024
Q2 		$411K Buy
1,614
+1
+0.1% +$265 0.06% 58
2024
Q1 		$455K Sell
1,613
-232
-13% -$67.5K 0.06% 57
2023
Q4 		$547K Buy
1,845
+393
+27% +$107K 0.08% 54
2023
Q3 		$382K Buy
1,452
+2
+0.1% +$570 0.06% 60
2023
Q2 		$433K Sell
1,450
-399
-22% -$116K 0.07% 59
2023
Q1 		$517K Buy
1,849
+2
+0.1% +$536 0.08% 45
2022
Q4 		$487K Buy
1,847
+2
+0.1% +$528 0.08% 46
2022
Q3 		$426K Sell
1,845
-355
-16% -$90.7K 0.07% 48
2022
Q2 		$534K Buy
2,200
+2
+0.1% +$493 0.08% 49
2022
Q1 		$542K Buy
2,198
+2
+0.1% +$498 0.08% 49
2021
Q4 		$589K Buy
2,196
+1
+0% +$252 0.08% 46
2021
Q3 		$529K Buy
2,195
+2
+0.1% +$477 0.07% 52
2021
Q2 		$507K Buy
2,193
+2
+0.1% +$465 0.07% 49
2021
Q1 		$507K Sell
2,191
-174
-7% -$37.2K 0.07% 51
2020
Q4 		$507K Buy
2,365
+177
+8% +$38.5K 0.08% 50
2020
Q3 		$480K Buy
2,188
+16
+0.7% +$3.29K 0.08% 51
2020
Q2 		$401K Buy
2,172
+2
+0.1% +$367 0.07% 48
2020
Q1 		$359K Sell
2,170
-113
-5% -$22.3K 0.07% 47
2019
Q4 		$451K Sell
2,283
-24
-1% -$4.76K 0.06% 46
2019
Q3 		$495K Buy
2,307
+2
+0.1% +$429 0.06% 47
2019
Q2 		$479K Buy
2,305
+26
+1% +$5.15K 0.06% 48
2019
Q1 		$433K Buy
2,279
+2
+0.1% +$363 0.06% 49
2018
Q4 		$404K Buy
2,277
+2
+0.1% +$355 0.06% 50
2018
Q3 		$381K Buy
2,275
+2
+0.1% +$321 0.05% 56
2018
Q2 		$356K Buy
2,273
+26
+1% +$4.22K 0.05% 60
2018
Q1 		$351K Buy
2,247
+2
+0.1% +$329 0.05% 61
2017
Q4 		$386K Buy
2,245
+1
+0% +$168 0.06% 58
2017
Q3 		$352K Buy
2,244
+152
+7% +$23.8K 0.06% 56
2017
Q2 		$320K Buy
2,092
+1
+0% +$145 0.05% 59
2017
Q1 		$271K Buy
2,091
+1
+0% +$125 0.05% 58
2016
Q4 		$255K Sell
2,090
-89
-4% -$10.4K 0.05% 60
2016
Q3 		$252K Buy
2,179
+2
+0.1% +$237 0.04% 56
2016
Q2 		$262K Buy
2,177
+2
+0.1% +$250 0.04% 55
2016
Q1 		$273K Buy
2,175
+2
+0.1% +$239 0.05% 48
2015
Q4 		$257K Sell
2,173
-30
-1% -$3.35K 0.05% 48
2015
Q3 		$217K Buy
2,203
+2
+0.1% +$195 0.04% 51
2015
Q2 		$209K Buy
2,201
+2
+0.1% +$193 0.04% 54
2015
Q1 		$214K Buy
+2,199
New +$209K 0.04% 53

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

Wallace Capital Management's MCD Position: Q1 2026 in Review

Wallace Capital Management reduced its McDonald's (MCD) stake by 3.9% in Q1 2026, selling an estimated $15.3K and leaving 1,181 shares worth $367K. The position accounts for 0.04% of the portfolio, ranked #55.

Wallace Capital Management first reported a position in MCD in Q1 2015 and has held it in 45 quarters since. The position peaked at $589K in Q4 2021. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Wallace Capital Management held 1,181 shares of McDonald's worth $367K as of Q1 2026.
  • Wallace Capital Management sold 48 McDonald's shares in Q1 2026, an estimated $15.3K.
  • McDonald's made up 0.04% of Wallace Capital Management's portfolio in Q1 2026, its #55 holding.
  • Wallace Capital Management first reported a position in McDonald's in Q1 2015 and has held it in 45 quarters since.
  • Wallace Capital Management's McDonald's position peaked at $589K in Q4 2021.
  • 3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Wallace Capital Management's 13F filing for Q1 2026, filed 15 May 2026.