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Waverly Advisors’s McDonald's MCD Stock Holding History

Waverly Advisors’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 		$37.8M Buy
121,733
+7,595
+7% +$2.42M 0.28% 75
2025
Q4 		$34.9M Buy
114,138
+7,163
+7% +$2.19M 0.28% 73
2025
Q3 		$32.5M Buy
106,975
+7,367
+7% +$2.24M 0.32% 63
2025
Q2 		$29.1M Sell
99,608
-1,210
-1% -$373K 0.32% 67
2025
Q1 		$31.5M Buy
100,818
+54,547
+118% +$16.3M 0.38% 55
2024
Q4 		$13.4M Buy
46,271
+18,958
+69% +$5.65M 0.21% 102
2024
Q3 		$8.32M Buy
27,313
+1,503
+6% +$414K 0.15% 144
2024
Q2 		$6.58M Buy
25,810
+11,372
+79% +$3.02M 0.13% 151
2024
Q1 		$4.07M Buy
14,438
+8,912
+161% +$2.59M 0.1% 171
2023
Q4 		$1.64M Buy
5,526
+569
+11% +$155K 0.06% 172
2023
Q3 		$1.31M Buy
4,957
+383
+8% +$109K 0.06% 174
2023
Q2 		$1.37M Buy
4,574
+565
+14% +$164K 0.06% 158
2023
Q1 		$1.12M Buy
4,009
+146
+4% +$39.1K 0.06% 138
2022
Q4 		$1.02M Buy
3,863
+380
+11% +$100K 0.06% 132
2022
Q3 		$804K Buy
3,483
+615
+21% +$157K 0.06% 124
2022
Q2 		$708K Sell
2,868
-13
-0.5% -$3.2K 0.06% 103
2022
Q1 		$712K Buy
2,881
+2
+0.1% +$498 0.06% 99
2021
Q4 		$735K Sell
2,879
-759
-21% -$192K 0.06% 94
2021
Q3 		$910K Buy
3,638
+163
+5% +$38.9K 0.08% 85
2021
Q2 		$830K Buy
3,475
+568
+20% +$132K 0.08% 79
2021
Q1 		$675K Buy
2,907
+571
+24% +$122K 0.07% 86
2020
Q4 		$501K Buy
2,336
+13
+0.6% +$2.83K 0.05% 93
2020
Q3 		$495K Sell
2,323
-25
-1% -$5.13K 0.07% 87
2020
Q2 		$485K Buy
2,348
+95
+4% +$17.4K 0.06% 87
2020
Q1 		$373K Buy
2,253
+50
+2% +$9.85K 0.06% 92
2019
Q4 		$469K Hold
2,203
– – 0.06% 86
2019
Q3 		$473K Hold
2,203
– – 0.07% 83
2019
Q2 		$457K Hold
2,203
– – 0.07% 80
2019
Q1 		$418K Hold
2,203
– – 0.06% 78
2018
Q4 		$391K Sell
2,203
-495
-18% -$87.8K 0.07% 76
2018
Q3 		$451K Hold
2,698
– – 0.07% 126
2018
Q2 		$423K Sell
2,698
-63
-2% -$10.2K 0.07% 126
2018
Q1 		$432K Sell
2,761
-386
-12% -$63.5K 0.07% 124
2017
Q4 		$541K Buy
3,147
+883
+39% +$148K 0.08% 140
2017
Q3 		$355K Hold
2,264
– – 0.08% 167
2017
Q2 		$347K Sell
2,264
-952
-30% -$138K 0.09% 164
2017
Q1 		$417K Buy
3,216
+1,385
+76% +$174K 0.11% 145
2016
Q4 		$223K Buy
+1,831
New +$215K 0.08% 102
2016
Q2 		– Sell
-1,879
Closed -$236K – 95
2016
Q1 		$236K Sell
1,879
-350
-16% -$41.8K 0.14% 72
2015
Q4 		$263K Buy
2,229
+1,446
+185% +$162K 0.11% 103
2015
Q3 		$77K Hold
783
– – 0.05% 91
2015
Q2 		$74K Buy
783
+60
+8% +$5.8K 0.05% 95
2015
Q1 		$70K Sell
723
-926
-56% -$87.9K 0.04% 95
2014
Q4 		$155K Sell
1,649
-3,042
-65% -$285K 0.08% 58
2014
Q3 		$445K Sell
4,691
-123
-3% -$11.7K 0.24% 48
2014
Q2 		$485K Buy
4,814
+1,161
+32% +$117K 0.2% 49
2014
Q1 		$358K Sell
3,653
-1,543
-30% -$148K 0.16% 77
2013
Q4 		$504K Buy
5,196
+3,254
+168% +$313K 0.18% 61
2013
Q3 		$187K Buy
+1,942
New +$190K 0.1% 107

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

Waverly Advisors's MCD Position: Q1 2026 in Review

Waverly Advisors increased its McDonald's (MCD) stake by 6.7% in Q1 2026, buying an estimated $2.42M and bringing the position to 121,733 shares worth $37.8M. The position accounts for 0.28% of the portfolio, ranked #75.

Waverly Advisors first reported a position in MCD in Q3 2013 and has held it in 49 quarters since. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Waverly Advisors held 121,733 shares of McDonald's worth $37.8M as of Q1 2026.
  • Waverly Advisors bought 7,595 McDonald's shares in Q1 2026, an estimated $2.42M.
  • McDonald's made up 0.28% of Waverly Advisors's portfolio in Q1 2026, its #75 holding.
  • Waverly Advisors first reported a position in McDonald's in Q3 2013 and has held it in 49 quarters since.
  • 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.