Advocate Group
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Advocate Group’s McDonald's MCD Stock Holding History

Advocate Group’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 		$6.85M Buy
29,657
+727
+3% +$191K 1.06% 41
2026
Q2 		$7.82M Sell
28,930
-490
-2% -$141K 1.18% 37
2026
Q1 		$9.14M Sell
29,420
-435
-1% -$139K 1.43% 28
2025
Q4 		$9.12M Sell
29,855
-2,100
-7% -$643K 1.48% 23
2025
Q3 		$9.7M Buy
31,955
+429
+1% +$131K 1.6% 19
2025
Q2 		$9.21M Buy
31,526
+301
+1% +$92.8K 1.65% 18
2025
Q1 		$9.8M Buy
31,225
+599
+2% +$179K 1.78% 13
2024
Q4 		$8.88M Buy
30,626
+1,198
+4% +$357K 1.67% 18
2024
Q3 		$8.96M Buy
29,428
+1,218
+4% +$336K 1.62% 19
2024
Q2 		$7.19M Buy
28,210
+1,187
+4% +$315K 1.45% 29
2024
Q1 		$7.62M Buy
27,023
+2,202
+9% +$640K 1.51% 24
2023
Q4 		$7.36M Sell
24,821
-351
-1% -$95.5K 1.58% 18
2023
Q3 		$6.63M Buy
25,172
+127
+0.5% +$36.2K 1.54% 17
2023
Q2 		$7.47M Buy
25,045
+556
+2% +$162K 1.64% 18
2023
Q1 		$6.85M Buy
24,489
+428
+2% +$115K 1.5% 23
2022
Q4 		$6.34M Buy
24,061
+1,241
+5% +$327K 1.37% 30
2022
Q3 		$5.26M Buy
22,820
+831
+4% +$212K 1.3% 32
2022
Q2 		$5.43M Buy
+21,989
New +$5.42M 1.26% 34

Other funds holding MCD

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co Frankfurt, Germany $11.5B AUM 29.17% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Advocate Group's MCD Position: Q3 2026 in Review

Advocate Group increased its McDonald's (MCD) stake by 2.5% in Q3 2026, buying an estimated $191K and bringing the position to 29,657 shares worth $6.85M. The position accounts for 1.06% of the portfolio, ranked #41.

Advocate Group first reported a position in MCD in Q2 2022 and has held it in 18 quarters since. The position peaked at $9.8M in Q1 2025. 1,569 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Advocate Group held 29,657 shares of McDonald's worth $6.85M as of Q3 2026.
  • Advocate Group bought 727 McDonald's shares in Q3 2026, an estimated $191K.
  • McDonald's made up 1.06% of Advocate Group's portfolio in Q3 2026, its #41 holding.
  • Advocate Group first reported a position in McDonald's in Q2 2022 and has held it in 18 quarters since.
  • Advocate Group's McDonald's position peaked at $9.8M in Q1 2025.
  • 1,569 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Advocate Group's 13F filing for Q3 2026, filed 19 Oct 2026.