3Chopt Investment Partners’s McDonald's MCD Stock Holding History

3Chopt Investment Partners’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 Q2	$1.71M	Sell	6,341 -343	-5%	-$98.4K	0.32%	70
2026 Q1	$2.08M	Sell	6,684 -133	-2%	-$42.4K	0.48%	50
2025 Q4	$2.08M	Buy	6,817 +1	+0%	+$306	0.47%	51
2025 Q3	$2.07M	Sell	6,816 -44	-0.6%	-$13.4K	0.47%	51
2025 Q2	$2M	Buy	6,860 +49	+0.7%	+$15.1K	0.48%	52
2025 Q1	$2.13M	Buy	+6,811	New	+$2.04M	0.56%	46
2024 Q3	–	Sell	-2,463	Closed	-$628K	–	138
2024 Q2	$628K	Buy	+2,463	New	+$653K	0.19%	102
2024 Q1	–	Sell	-2,310	Closed	-$685K	–	125
2023 Q4	$685K	Buy	+2,310	New	+$629K	0.25%	93
2023 Q3	–	Sell	-2,035	Closed	-$607K	–	103
2023 Q2	$607K	Hold	2,035	–	–	0.3%	77
2023 Q1	$569K	Buy	2,035 +49	+2%	+$13.1K	0.3%	79
2022 Q4	$523K	Buy	+1,986	New	+$524K	0.29%	79

Other funds holding MCD

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

3Chopt Investment Partners's MCD Position: Q2 2026 in Review

3Chopt Investment Partners reduced its McDonald's (MCD) stake by 5.1% in Q2 2026, selling an estimated $98.4K and leaving 6,341 shares worth $1.71M. The position accounts for 0.32% of the portfolio, ranked #70.

3Chopt Investment Partners first reported a position in MCD in Q4 2022 and has held it in 11 quarters since. The position peaked at $2.13M in Q1 2025. 1,540 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

3Chopt Investment Partners held 6,341 shares of McDonald's worth $1.71M as of Q2 2026.
3Chopt Investment Partners sold 343 McDonald's shares in Q2 2026, an estimated $98.4K.
McDonald's made up 0.32% of 3Chopt Investment Partners's portfolio in Q2 2026, its #70 holding.
3Chopt Investment Partners first reported a position in McDonald's in Q4 2022 and has held it in 11 quarters since.
3Chopt Investment Partners's McDonald's position peaked at $2.13M in Q1 2025.
1,540 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on 3Chopt Investment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.