Waycross Partners’s McDonald's MCD Stock Holding History

Waycross Partners’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	$18.5M	Buy	59,567 +55,562	+1,387%	+$17.7M	1.77%	25
2025 Q4	$1.22M	Hold	4,005	–	–	0.1%	54
2025 Q3	$1.22M	Hold	4,005	–	–	0.1%	55
2025 Q2	$1.17M	Sell	4,005 -55,794	-93%	-$17.2M	0.11%	52
2025 Q1	$18.7M	Buy	59,799 +10,354	+21%	+$3.1M	2.09%	22
2024 Q4	$14.3M	Buy	49,445 +46,867	+1,818%	+$14M	1.86%	25
2024 Q3	$785K	Hold	2,578	–	–	0.11%	52
2024 Q2	$657K	Hold	2,578	–	–	0.1%	62
2024 Q1	$727K	Hold	2,578	–	–	0.13%	58
2023 Q4	$764K	Hold	2,578	–	–	0.14%	64
2023 Q3	$679K	Hold	2,578	–	–	0.15%	69
2023 Q2	$769K	Sell	2,578 -35	-1%	-$10.2K	0.17%	66
2023 Q1	$731K	Hold	2,613	–	–	0.21%	60
2022 Q4	$689K	Buy	2,613 +35	+1%	+$9.23K	0.25%	62
2022 Q3	$595K	Hold	2,578	–	–	0.4%	63
2022 Q2	$636K	Hold	2,578	–	–	0.42%	62
2022 Q1	$637K	Hold	2,578	–	–	0.37%	64
2021 Q4	$691K	Hold	2,578	–	–	0.4%	68
2021 Q3	$622K	Sell	2,578 -2,185	-46%	-$522K	0.39%	65
2021 Q2	$1.1M	Buy	4,763 +850	+22%	+$198K	0.58%	49
2021 Q1	$877K	Buy	3,913 +1,335	+52%	+$286K	0.49%	61
2020 Q4	$553K	Buy	+2,578	New	+$561K	0.34%	65

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

Waycross Partners's MCD Position: Q1 2026 in Review

Waycross Partners increased its McDonald's (MCD) stake by 1,387% in Q1 2026, buying an estimated $17.7M and bringing the position to 59,567 shares worth $18.5M. The position accounts for 1.77% of the portfolio, ranked #25.

Waycross Partners first reported a position in MCD in Q4 2020 and has held it in 22 quarters since. The position peaked at $18.7M in Q1 2025. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Waycross Partners held 59,567 shares of McDonald's worth $18.5M as of Q1 2026.
Waycross Partners bought 55,562 McDonald's shares in Q1 2026, an estimated $17.7M.
McDonald's made up 1.77% of Waycross Partners's portfolio in Q1 2026, its #25 holding.
Waycross Partners first reported a position in McDonald's in Q4 2020 and has held it in 22 quarters since.
Waycross Partners's McDonald's position peaked at $18.7M in Q1 2025.
3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Waycross Partners's 13F filing for Q1 2026, filed 7 May 2026.