Waterloo Capital’s McDonald's MCD Stock Holding History

Waterloo 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	$2.6M	Sell	8,356 -201	-2%	-$64K	0.18%	124
2025 Q4	$2.62M	Buy	8,557 +287	+3%	+$87.9K	0.19%	116
2025 Q3	$2.51M	Buy	8,270 +241	+3%	+$73.3K	0.19%	120
2025 Q2	$2.35M	Buy	8,029 +4,661	+138%	+$1.44M	0.19%	120
2025 Q1	$1.05M	Buy	3,368 +1,717	+104%	+$514K	0.1%	176
2024 Q4	$478K	Sell	1,651 -266	-14%	-$79.3K	0.05%	235
2024 Q3	$584K	Buy	+1,917	New	+$528K	0.06%	214
2024 Q2	–	Sell	-1,028	Closed	-$290K	–	377
2024 Q1	$290K	Sell	1,028 -1,054	-51%	-$307K	0.04%	292
2023 Q4	$617K	Buy	+2,082	New	+$567K	0.1%	183
2023 Q2	–	Sell	-1,632	Closed	-$456K	–	242
2023 Q1	$456K	Buy	+1,632	New	+$437K	0.14%	91
2020 Q1	$827K	Buy	+4,999	New	+$985K	0.59%	42

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

Waterloo Capital's MCD Position: Q1 2026 in Review

Waterloo Capital reduced its McDonald's (MCD) stake by 2.3% in Q1 2026, selling an estimated $64K and leaving 8,356 shares worth $2.6M. The position accounts for 0.18% of the portfolio, ranked #124.

Waterloo Capital first reported a position in MCD in Q1 2020 and has held it in 11 quarters since. The position peaked at $2.62M in Q4 2025. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Waterloo Capital held 8,356 shares of McDonald's worth $2.6M as of Q1 2026.
Waterloo Capital sold 201 McDonald's shares in Q1 2026, an estimated $64K.
McDonald's made up 0.18% of Waterloo Capital's portfolio in Q1 2026, its #124 holding.
Waterloo Capital first reported a position in McDonald's in Q1 2020 and has held it in 11 quarters since.
Waterloo Capital's McDonald's position peaked at $2.62M in Q4 2025.
3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Waterloo Capital's 13F filing for Q1 2026, filed 12 May 2026.