ZIM
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Zacks Investment Management’s McDonald's MCD Stock Holding History

Zacks Investment Management’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 		$103M Sell
330,498
-1,812
-0.5% -$577K 0.82% 29
2025
Q4 		$102M Sell
332,310
-3,065
-0.9% -$939K 0.8% 27
2025
Q3 		$102M Buy
335,375
+5,155
+2% +$1.57M 0.81% 26
2025
Q2 		$96.5M Buy
330,220
+1,864
+0.6% +$575K 0.83% 27
2025
Q1 		$103M Buy
328,356
+5,142
+2% +$1.54M 0.96% 24
2024
Q4 		$93.7M Sell
323,214
-34,982
-10% -$10.4M 0.87% 31
2024
Q3 		$109M Buy
358,196
+34,025
+10% +$9.38M 0.95% 26
2024
Q2 		$82.6M Sell
324,171
-8,026
-2% -$2.13M 0.93% 27
2024
Q1 		$93.7M Buy
332,197
+11,553
+4% +$3.36M 1% 25
2023
Q4 		$95.1M Sell
320,644
-14,608
-4% -$3.98M 1.17% 22
2023
Q3 		$88.3M Buy
335,252
+1,582
+0.5% +$451K 1.14% 22
2023
Q2 		$99.6M Buy
333,670
+3,138
+0.9% +$912K 1.25% 19
2023
Q1 		$92.4M Buy
330,532
+26,510
+9% +$7.1M 1.24% 18
2022
Q4 		$80.1M Buy
304,022
+9,933
+3% +$2.62M 1.12% 24
2022
Q3 		$67.9M Buy
294,089
+6,800
+2% +$1.74M 1.08% 28
2022
Q2 		$70.9M Buy
287,289
+63,181
+28% +$15.6M 1.08% 27
2022
Q1 		$55.4M Buy
224,108
+11,067
+5% +$2.76M 0.77% 38
2021
Q4 		$57.1M Buy
213,041
+4,107
+2% +$1.04M 0.8% 38
2021
Q3 		$50.4M Buy
208,934
+206,341
+7,958% +$49.3M 0.8% 40
2021
Q2 		$599K Sell
2,593
-234
-8% -$54.5K 0.01% 426
2021
Q1 		$634K Sell
2,827
-1,232
-30% -$263K 0.01% 405
2020
Q4 		$871K Buy
4,059
+428
+12% +$93.1K 0.02% 365
2020
Q3 		$797K Buy
3,631
+1,276
+54% +$262K 0.02% 350
2020
Q2 		$434K Buy
2,355
+74
+3% +$13.6K 0.01% 402
2020
Q1 		$377K Sell
2,281
-343
-13% -$67.6K 0.01% 411
2019
Q4 		$518K Buy
2,624
+36
+1% +$7.14K 0.01% 447
2019
Q3 		$556K Sell
2,588
-33
-1% -$7.08K 0.01% 430
2019
Q2 		$544K Sell
2,621
-74
-3% -$14.7K 0.01% 448
2019
Q1 		$512K Sell
2,695
-221
-8% -$40.1K 0.01% 454
2018
Q4 		$518K Sell
2,916
-864
-23% -$153K 0.01% 434
2018
Q3 		$632K Sell
3,780
-57,779
-94% -$9.26M 0.01% 437
2018
Q2 		$9.65M Buy
61,559
+1,194
+2% +$194K 0.21% 103
2018
Q1 		$9.44M Buy
60,365
+1,529
+3% +$252K 0.21% 104
2017
Q4 		$10.1M Buy
58,836
+860
+1% +$144K 0.22% 102
2017
Q3 		$9.08M Sell
57,976
-203
-0.3% -$31.8K 0.21% 102
2017
Q2 		$8.91M Buy
58,179
+2,334
+4% +$337K 0.22% 101
2017
Q1 		$7.24M Buy
55,845
+3,963
+8% +$497K 0.18% 113
2016
Q4 		$6.32M Sell
51,882
-2,038
-4% -$239K 0.18% 115
2016
Q3 		$6.22M Buy
53,920
+1,687
+3% +$200K 0.18% 119
2016
Q2 		$6.29M Buy
52,233
+16,688
+47% +$2.09M 0.19% 121
2016
Q1 		$4.47M Buy
+35,545
New +$4.25M 0.14% 141

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

Zacks Investment Management's MCD Position: Q1 2026 in Review

Zacks Investment Management reduced its McDonald's (MCD) stake by 0.55% in Q1 2026, selling an estimated $577K and leaving 330,498 shares worth $103M. The position accounts for 0.82% of the portfolio, ranked #29.

Zacks Investment Management first reported a position in MCD in Q1 2016 and has held it in 41 quarters since. The position peaked at $109M in Q3 2024. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Zacks Investment Management held 330,498 shares of McDonald's worth $103M as of Q1 2026.
  • Zacks Investment Management sold 1,812 McDonald's shares in Q1 2026, an estimated $577K.
  • McDonald's made up 0.82% of Zacks Investment Management's portfolio in Q1 2026, its #29 holding.
  • Zacks Investment Management first reported a position in McDonald's in Q1 2016 and has held it in 41 quarters since.
  • Zacks Investment Management's McDonald's position peaked at $109M in Q3 2024.
  • 3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Zacks Investment Management's 13F filing for Q1 2026, filed 14 May 2026.