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World Investment Advisors’s McDonald's MCD Stock Holding History

World Investment 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 		$11.9M Sell
38,397
-2,003
-5% -$638K 0.19% 120
2025
Q4 		$12.3M Buy
40,400
+18,306
+83% +$5.61M 0.2% 111
2025
Q3 		$6.71M Sell
22,094
-128
-0.6% -$39K 0.14% 173
2025
Q2 		$6.49M Buy
22,222
+13,252
+148% +$4.09M 0.15% 164
2025
Q1 		$2.8M Buy
8,970
+365
+4% +$109K 0.07% 290
2024
Q4 		$2.49M Buy
8,605
+1,930
+29% +$576K 0.07% 295
2024
Q3 		$2.03M Buy
6,675
+752
+13% +$207K 0.06% 295
2024
Q2 		$1.51M Buy
+5,923
New +$1.57M 0.09% 194
2024
Q1 		– Sell
-1,453
Closed -$431K – 442
2023
Q4 		$431K Buy
1,453
+208
+17% +$56.6K 0.06% 247
2023
Q3 		$328K Buy
1,245
+193
+18% +$55K 0.07% 188
2023
Q2 		$314K Buy
+1,052
New +$306K 0.06% 194
2022
Q4 		– Sell
-1,760
Closed -$406K – 256
2022
Q3 		$406K Buy
1,760
+7
+0.4% +$1.79K 0.1% 150
2022
Q2 		$460K Sell
1,753
-7
-0.4% -$1.72K 0.1% 156
2022
Q1 		$435K Buy
1,760
+8
+0.5% +$1.99K 0.09% 159
2021
Q4 		$450K Buy
1,752
+25
+1% +$6.31K 0.09% 160
2021
Q3 		$416K Buy
1,727
+56
+3% +$13.4K 0.09% 149
2021
Q2 		$386K Buy
1,671
+7
+0.4% +$1.63K 0.09% 155
2021
Q1 		$382K Buy
1,664
+157
+10% +$33.6K 0.09% 150
2020
Q4 		$322K Buy
+1,507
New +$328K 0.08% 152

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

World Investment Advisors's MCD Position: Q1 2026 in Review

World Investment Advisors reduced its McDonald's (MCD) stake by 5% in Q1 2026, selling an estimated $638K and leaving 38,397 shares worth $11.9M. The position accounts for 0.19% of the portfolio, ranked #120.

World Investment Advisors first reported a position in MCD in Q4 2020 and has held it in 19 quarters since. The position peaked at $12.3M in Q4 2025. 3,564 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • World Investment Advisors held 38,397 shares of McDonald's worth $11.9M as of Q1 2026.
  • World Investment Advisors sold 2,003 McDonald's shares in Q1 2026, an estimated $638K.
  • McDonald's made up 0.19% of World Investment Advisors's portfolio in Q1 2026, its #120 holding.
  • World Investment Advisors first reported a position in McDonald's in Q4 2020 and has held it in 19 quarters since.
  • World Investment Advisors's McDonald's position peaked at $12.3M in Q4 2025.
  • 3,564 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.