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Adelphi Trust’s McDonald's MCD Stock Holding History

Adelphi Trust’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
Q3 		$962K Buy
4,167
+287
+7% +$75.5K 0.63% 39
2026
Q2 		$1.05M Buy
3,880
+585
+18% +$168K 0.7% 35
2026
Q1 		$1.02M Buy
3,295
+199
+6% +$63.4K 0.83% 30
2025
Q4 		$946K Buy
+3,096
New +$948K 0.77% 33

Other funds holding MCD

PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Adelphi Trust's MCD Position: Q3 2026 in Review

Adelphi Trust increased its McDonald's (MCD) stake by 7.4% in Q3 2026, buying an estimated $75.5K and bringing the position to 4,167 shares worth $962K. The position accounts for 0.63% of the portfolio, ranked #39.

Adelphi Trust first reported a position in MCD in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.05M in Q2 2026. 40 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Adelphi Trust held 4,167 shares of McDonald's worth $962K as of Q3 2026.
  • Adelphi Trust bought 287 McDonald's shares in Q3 2026, an estimated $75.5K.
  • McDonald's made up 0.63% of Adelphi Trust's portfolio in Q3 2026, its #39 holding.
  • Adelphi Trust first reported a position in McDonald's in Q4 2025 and has held it in 4 quarters since.
  • Adelphi Trust's McDonald's position peaked at $1.05M in Q2 2026.
  • 40 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Adelphi Trust's 13F filing for Q3 2026, filed 5 Oct 2026.