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Westwood Holdings Group’s McDonald's MCD Stock Holding History

Westwood Holdings Group’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 		$31M Sell
99,819
-60,060
-38% -$19.1M 0.23% 160
2025
Q4 		$48.9M Sell
159,879
-54,120
-25% -$16.6M 0.4% 101
2025
Q3 		$65M Buy
213,999
+211,672
+9,096% +$64.4M 0.46% 91
2025
Q2 		$680K Buy
2,327
+205
+10% +$63.2K ﹤0.01% 401
2025
Q1 		$663K Sell
2,122
-2,061
-49% -$616K 0.01% 376
2024
Q4 		$1.21M Sell
4,183
-269,750
-98% -$80.4M 0.01% 358
2024
Q3 		$83.4M Buy
273,933
+293
+0.1% +$80.8K 0.35% 92
2024
Q2 		$69.7M Buy
273,640
+266,707
+3,847% +$70.8M 0.33% 99
2024
Q1 		$1.96M Buy
6,933
+461
+7% +$134K 0.02% 317
2023
Q4 		$1.92M Sell
6,472
-53
-0.8% -$14.4K 0.02% 317
2023
Q3 		$1.72M Sell
6,525
-673
-9% -$192K 0.02% 304
2023
Q2 		$2.15M Sell
7,198
-141
-2% -$41K 0.02% 296
2023
Q1 		$2.05M Sell
7,339
-122
-2% -$32.7K 0.02% 298
2022
Q4 		$1.97M Buy
7,461
+38
+0.5% +$10K 0.02% 305
2022
Q3 		$1.71M Sell
7,423
-174
-2% -$44.5K 0.02% 279
2022
Q2 		$1.88M Sell
7,597
-2,390
-24% -$589K 0.02% 291
2022
Q1 		$2.47M Sell
9,987
-430
-4% -$107K 0.02% 289
2021
Q4 		$2.79M Buy
10,417
+234
+2% +$59.1K 0.03% 275
2021
Q3 		$2.46M Sell
10,183
-24,506
-71% -$5.85M 0.03% 271
2021
Q2 		$8.01M Sell
34,689
-4,235
-11% -$986K 0.08% 201
2021
Q1 		$8.72M Sell
38,924
-341,298
-90% -$73M 0.09% 218
2020
Q4 		$81.6M Sell
380,222
-977
-0.3% -$212K 0.94% 26
2020
Q3 		$83.7M Sell
381,199
-7,663
-2% -$1.57M 1.06% 21
2020
Q2 		$71.7M Buy
388,862
+78,992
+25% +$14.5M 0.95% 27
2020
Q1 		$51.2M Buy
309,870
+289,577
+1,427% +$57.1M 0.77% 37
2019
Q4 		$4.01M Buy
20,293
+1,700
+9% +$337K 0.04% 267
2019
Q3 		$3.99M Sell
18,593
-486
-3% -$104K 0.04% 262
2019
Q2 		$3.96M Sell
19,079
-3,409
-15% -$675K 0.04% 267
2019
Q1 		$4.27M Sell
22,488
-1,587
-7% -$288K 0.04% 220
2018
Q4 		$4.28M Sell
24,075
-11,830
-33% -$2.1M 0.05% 217
2018
Q3 		$6.01M Buy
35,905
+33,180
+1,218% +$5.32M 0.05% 216
2018
Q2 		$427K Sell
2,725
-1,884
-41% -$305K ﹤0.01% 375
2018
Q1 		$721K Sell
4,609
-8,852
-66% -$1.46M 0.01% 345
2017
Q4 		$2.32M Buy
13,461
+4,361
+48% +$732K 0.02% 282
2017
Q3 		$1.43M Sell
9,100
-3,256
-26% -$510K 0.01% 289
2017
Q2 		$1.89M Sell
12,356
-1,984
-14% -$287K 0.02% 278
2017
Q1 		$1.86M Buy
14,340
+13,966
+3,734% +$1.75M 0.02% 279
2016
Q4 		$46K Hold
374
– – ﹤0.01% 441
2016
Q3 		$43K Buy
374
+24
+7% +$2.84K ﹤0.01% 446
2016
Q2 		$42K Hold
350
– – ﹤0.01% 386
2016
Q1 		$44K Buy
+350
New +$41.8K ﹤0.01% 381
2015
Q1 		– Sell
-52,037
Closed -$4.88M – 329
2014
Q4 		$4.88M Sell
52,037
-49,619
-49% -$4.64M 0.04% 231
2014
Q3 		$9.64M Buy
101,656
+87
+0.1% +$8.3K 0.08% 178
2014
Q2 		$10.2M Buy
101,569
+4,846
+5% +$489K 0.08% 168
2014
Q1 		$9.48M Sell
96,723
-54,497
-36% -$5.21M 0.07% 163
2013
Q4 		$14.7M Sell
151,220
-859
-0.6% -$82.5K 0.11% 140
2013
Q3 		$14.6M Buy
152,079
+10,002
+7% +$976K 0.12% 146
2013
Q2 		$14.1M Buy
+142,077
New +$14.2M 0.12% 148

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

Westwood Holdings Group's MCD Position: Q1 2026 in Review

Westwood Holdings Group reduced its McDonald's (MCD) stake by 38% in Q1 2026, selling an estimated $19.1M and leaving 99,819 shares worth $31M. The position accounts for 0.23% of the portfolio, ranked #160.

Westwood Holdings Group first reported a position in MCD in Q2 2013 and has held it in 48 quarters since. The position peaked at $83.7M in Q3 2020. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Westwood Holdings Group held 99,819 shares of McDonald's worth $31M as of Q1 2026.
  • Westwood Holdings Group sold 60,060 McDonald's shares in Q1 2026, an estimated $19.1M.
  • McDonald's made up 0.23% of Westwood Holdings Group's portfolio in Q1 2026, its #160 holding.
  • Westwood Holdings Group first reported a position in McDonald's in Q2 2013 and has held it in 48 quarters since.
  • Westwood Holdings Group's McDonald's position peaked at $83.7M in Q3 2020.
  • 3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Westwood Holdings Group's 13F filing for Q1 2026, filed 15 May 2026.