Zevin Asset Management’s McDonald's MCD Stock Holding History

Zevin Asset 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	$582K	Hold	1,872	–	–	0.08%	62
2025 Q4	$572K	Sell	1,872 -140	-7%	-$42.9K	0.08%	63
2025 Q3	$611K	Buy	2,012 +140	+7%	+$42.6K	0.09%	57
2025 Q2	$547K	Hold	1,872	–	–	0.08%	54
2025 Q1	$585K	Sell	1,872 -2	-0.1%	-$598	0.09%	50
2024 Q4	$543K	Buy	1,874 +2	+0.1%	+$596	0.08%	52
2024 Q3	$570K	Hold	1,872	–	–	0.09%	52
2024 Q2	$477K	Hold	1,872	–	–	0.08%	53
2024 Q1	$528K	Hold	1,872	–	–	0.09%	55
2023 Q4	$555K	Buy	1,872 +42	+2%	+$11.4K	0.1%	56
2023 Q3	$482K	Hold	1,830	–	–	0.1%	59
2023 Q2	$546K	Hold	1,830	–	–	0.11%	53
2023 Q1	$512K	Hold	1,830	–	–	0.1%	56
2022 Q4	$482K	Hold	1,830	–	–	0.1%	56
2022 Q3	$422K	Hold	1,830	–	–	0.1%	58
2022 Q2	$452K	Sell	1,830 -243	-12%	-$59.8K	0.1%	58
2022 Q1	$513K	Sell	2,073 -10	-0.5%	-$2.49K	0.1%	62
2021 Q4	$558K	Sell	2,083 -618	-23%	-$156K	0.1%	63
2021 Q3	$651K	Sell	2,701 -132	-5%	-$31.5K	0.12%	57
2021 Q2	$654K	Buy	2,833 +10	+0.4%	+$2.33K	0.13%	56
2021 Q1	$633K	Hold	2,823	–	–	0.14%	52
2020 Q4	$606K	Hold	2,823	–	–	0.14%	51
2020 Q3	$620K	Sell	2,823 -245	-8%	-$50.3K	0.17%	49
2020 Q2	$566K	Buy	3,068 +20	+0.7%	+$3.67K	0.17%	47
2020 Q1	$504K	Hold	3,048	–	–	0.19%	48
2019 Q4	$602K	Hold	3,048	–	–	0.18%	55
2019 Q3	$654K	Sell	3,048 -545	-15%	-$117K	0.21%	55
2019 Q2	$746K	Hold	3,593	–	–	0.24%	54
2019 Q1	$682K	Hold	3,593	–	–	0.22%	58
2018 Q4	$638K	Hold	3,593	–	–	0.23%	60
2018 Q3	$601K	Hold	3,593	–	–	0.18%	70
2018 Q2	$563K	Hold	3,593	–	–	0.17%	71
2018 Q1	$562K	Sell	3,593 -480	-12%	-$79K	0.15%	80
2017 Q4	$701K	Sell	4,073 -449	-10%	-$75.4K	0.16%	80
2017 Q3	$709K	Hold	4,522	–	–	0.17%	80
2017 Q2	$693K	Hold	4,522	–	–	0.17%	74
2017 Q1	$586K	Hold	4,522	–	–	0.15%	76
2016 Q4	$550K	Hold	4,522	–	–	0.14%	78
2016 Q3	$522K	Hold	4,522	–	–	0.17%	73
2016 Q2	$544K	Hold	4,522	–	–	0.15%	77
2016 Q1	$568K	Hold	4,522	–	–	0.16%	75
2015 Q4	$534K	Hold	4,522	–	–	0.14%	84
2015 Q3	$446K	Hold	4,522	–	–	0.13%	87
2015 Q2	$430K	Hold	4,522	–	–	0.11%	98
2015 Q1	$441K	Hold	4,522	–	–	0.12%	94
2014 Q4	$424K	Hold	4,522	–	–	0.12%	99
2014 Q3	$429K	Hold	4,522	–	–	0.13%	96
2014 Q2	$456K	Hold	4,522	–	–	0.13%	88
2014 Q1	$443K	Hold	4,522	–	–	0.14%	80
2013 Q4	$439K	Sell	4,522 -1,625	-26%	-$156K	0.12%	82
2013 Q3	$591K	Hold	6,147	–	–	0.18%	70
2013 Q2	$609K	Buy	+6,147	New	+$616K	0.21%	67

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

Zevin Asset Management's MCD Position: Q1 2026 in Review

Zevin Asset Management held its McDonald's (MCD) position steady in Q1 2026 at 1,872 shares worth $582K. The position accounts for 0.08% of the portfolio, ranked #62.

Zevin Asset Management first reported a position in MCD in Q2 2013 and has held it in 52 quarters since. The position peaked at $746K in Q2 2019. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Zevin Asset Management held 1,872 shares of McDonald's worth $582K as of Q1 2026.
Zevin Asset Management left its McDonald's share count unchanged in Q1 2026.
McDonald's made up 0.08% of Zevin Asset Management's portfolio in Q1 2026, its #62 holding.
Zevin Asset Management first reported a position in McDonald's in Q2 2013 and has held it in 52 quarters since.
Zevin Asset Management's McDonald's position peaked at $746K in Q2 2019.
3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Zevin Asset Management's 13F filing for Q1 2026, filed 7 May 2026.