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Wimmer Associates 1’s McDonald's MCD Stock Holding History

Wimmer Associates 1’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 		$2.29M Buy
7,363
+28
+0.4% +$8.92K 1.12% 24
2025
Q4 		$2.24M Buy
7,335
+186
+3% +$57K 1.04% 26
2025
Q3 		$2.17M Sell
7,149
-60
-0.8% -$18.3K 1.04% 25
2025
Q2 		$2.11M Sell
7,209
-56
-0.8% -$17.3K 1.08% 26
2025
Q1 		$2.24M Sell
7,265
-306
-4% -$91.5K 1.18% 25
2024
Q4 		$2.19M Buy
7,571
+37
+0.5% +$11K 1.08% 28
2024
Q3 		$2.29M Buy
7,534
+13
+0.2% +$3.58K 1.12% 27
2024
Q2 		$1.92M Sell
7,521
-40
-0.5% -$10.6K 0.98% 28
2024
Q1 		$2.13M Buy
7,561
+70
+0.9% +$20.4K 1.12% 26
2023
Q4 		$2.22M Hold
7,491
– – 1.25% 25
2023
Q3 		$1.97M Sell
7,491
-101
-1% -$28.8K 1.23% 25
2023
Q2 		$2.27M Sell
7,592
-15
-0.2% -$4.36K 1.36% 22
2023
Q1 		$2.25M Sell
7,607
-63
-0.8% -$16.9K 1.44% 22
2022
Q4 		$2.02M Sell
7,670
-15
-0.2% -$3.96K 1.33% 26
2022
Q3 		$2.1M Sell
7,685
-351
-4% -$89.7K 1.39% 24
2022
Q2 		$1.98M Buy
8,036
+70
+0.9% +$17.2K 1.29% 28
2022
Q1 		$1.97M Sell
7,966
-30
-0.4% -$7.47K 1.1% 32
2021
Q4 		$2.14M Buy
7,996
+55
+0.7% +$13.9K 1.15% 27
2021
Q3 		$1.92M Sell
7,941
-37
-0.5% -$8.83K 1.13% 26
2021
Q2 		$1.84M Sell
7,978
-1,840
-19% -$428K 1.08% 31
2021
Q1 		$2.2M Buy
9,818
+1,630
+20% +$349K 1.2% 25
2020
Q4 		$1.76M Sell
8,188
-983
-11% -$214K 1.05% 29
2020
Q3 		$2.01M Buy
9,171
+2,170
+31% +$446K 1.36% 26
2020
Q2 		$1.43M Sell
7,001
-2,230
-24% -$409K 1.11% 30
2020
Q1 		$1.53M Buy
9,231
+1,465
+19% +$289K 1.42% 26
2019
Q4 		$1.53M Buy
7,766
+60
+0.8% +$11.9K 1.23% 29
2019
Q3 		$1.66M Sell
7,706
-295
-4% -$63.2K 1.44% 25
2019
Q2 		$1.66M Sell
8,001
-805
-9% -$159K 1.45% 25
2019
Q1 		$1.67M Hold
8,806
– – 1.48% 25
2018
Q4 		$1.56M Buy
8,806
+65
+0.7% +$11.5K 1.55% 25
2018
Q3 		$1.46M Sell
8,741
-203
-2% -$32.5K 1.22% 33
2018
Q2 		$1.4M Sell
8,944
-151
-2% -$24.5K 1.25% 33
2018
Q1 		$1.42M Sell
9,095
-35
-0.4% -$5.76K 1.25% 32
2017
Q4 		$1.57M Sell
9,130
-140
-2% -$23.5K 1.41% 28
2017
Q3 		$1.45M Sell
9,270
-490
-5% -$76.8K 1.34% 31
2017
Q2 		$1.5M Sell
9,760
-453
-4% -$65.5K 1.38% 29
2017
Q1 		$1.32M Sell
10,213
-180
-2% -$22.6K 1.24% 32
2016
Q4 		$1.26M Hold
10,393
– – 1.17% 34
2016
Q3 		$1.2M Hold
10,393
– – 1.08% 37
2016
Q2 		$1.25M Buy
10,393
+325
+3% +$40.7K 1.12% 33
2016
Q1 		$1.26M Buy
10,068
+335
+3% +$40K 1.16% 35
2015
Q4 		$1.15M Buy
+9,733
New +$1.09M 1.21% 33

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

Wimmer Associates 1's MCD Position: Q1 2026 in Review

Wimmer Associates 1 increased its McDonald's (MCD) stake by 0.38% in Q1 2026, buying an estimated $8.92K and bringing the position to 7,363 shares worth $2.29M. The position accounts for 1.12% of the portfolio, ranked #24.

Wimmer Associates 1 first reported a position in MCD in Q4 2015 and has held it in 42 quarters since. The position peaked at $2.29M in Q3 2024. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Wimmer Associates 1 held 7,363 shares of McDonald's worth $2.29M as of Q1 2026.
  • Wimmer Associates 1 bought 28 McDonald's shares in Q1 2026, an estimated $8.92K.
  • McDonald's made up 1.12% of Wimmer Associates 1's portfolio in Q1 2026, its #24 holding.
  • Wimmer Associates 1 first reported a position in McDonald's in Q4 2015 and has held it in 42 quarters since.
  • Wimmer Associates 1's McDonald's position peaked at $2.29M in Q3 2024.
  • 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Wimmer Associates 1's 13F filing for Q1 2026, filed 15 May 2026.