ZEGA Investments’s McDonald's MCD Stock Holding History

ZEGA Investments’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	$435K	Buy	+1,400	New	+$446K	0.05%	195

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

ZEGA Investments's MCD Position: Q1 2026 in Review

ZEGA Investments increased its McDonald's (MCD) stake by 0.23% in Q1 2026, buying an estimated $2.23K and bringing the position to 3,002 shares worth $933K. The position accounts for 0.1% of the portfolio, ranked #117.

ZEGA Investments first reported a position in MCD in Q2 2025 and has held it in 4 quarters since. 3,566 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

ZEGA Investments held 3,002 shares of McDonald's worth $933K as of Q1 2026.
ZEGA Investments bought 7 McDonald's shares in Q1 2026, an estimated $2.23K.
McDonald's made up 0.1% of ZEGA Investments's portfolio in Q1 2026, its #117 holding.
ZEGA Investments first reported a position in McDonald's in Q2 2025 and has held it in 4 quarters since.
3,566 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on ZEGA Investments's 13F filing for Q1 2026, filed 11 May 2026.