Affinity Capital Advisors
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Affinity Capital Advisors’s McDonald's MCD Stock Holding History

Affinity Capital Advisors’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 		$2.32M Buy
9,860
+113
+1% +$29.7K 0.27% 50
2026
Q2 		$2.72M Sell
9,747
-138
-1% -$39.6K 0.34% 44
2026
Q1 		$3.07M Sell
9,885
-61
-0.6% -$19.4K 0.43% 32
2025
Q4 		$3.04M Buy
9,946
+214
+2% +$65.5K 0.42% 34
2025
Q3 		$2.92M Buy
9,732
+6
+0.1% +$1.83K 0.45% 35
2025
Q2 		$2.84M Sell
9,726
-45
-0.5% -$13.9K 0.49% 32
2025
Q1 		$3.03M Buy
9,771
+61
+0.6% +$18.2K 0.6% 28
2024
Q4 		$2.81M Sell
9,710
-15
-0.2% -$4.47K 0.53% 33
2024
Q3 		$2.96M Sell
9,725
-13
-0.1% -$3.58K 0.57% 32
2024
Q2 		$2.48M Sell
9,738
-32
-0.3% -$8.49K 0.52% 36
2024
Q1 		$2.75M Sell
9,770
-5
-0.1% -$1.45K 0.61% 33
2023
Q4 		$2.9M Sell
9,775
-61
-0.6% -$16.6K 0.71% 32
2023
Q3 		$2.59M Sell
9,836
-23
-0.2% -$6.56K 0.71% 33
2023
Q2 		$2.94M Buy
9,859
+27
+0.3% +$7.84K 0.8% 26
2023
Q1 		$2.75M Sell
9,832
-36
-0.4% -$9.6K 0.86% 27
2022
Q4 		$2.6M Buy
9,868
+1
+0% +$264 0.89% 25
2022
Q3 		$2.28M Buy
9,867
+6,712
+213% +$1.72M 0.8% 27
2022
Q2 		$779K Buy
3,155
+2
+0.1% +$493 0.27% 49
2022
Q1 		$780K Sell
3,153
-93
-3% -$23.2K 0.24% 56
2021
Q4 		$870K Buy
3,246
+1
+0% +$252 0.26% 54
2021
Q3 		$782K Sell
3,245
-21
-0.6% -$5.01K 0.26% 57
2021
Q2 		$754K Hold
3,266
– – 0.26% 55
2021
Q1 		$732K Buy
3,266
+4
+0.1% +$855 0.27% 54
2020
Q4 		$700K Hold
3,262
– – 0.28% 50
2020
Q3 		$716K Buy
3,262
+156
+5% +$32K 0.41% 43
2020
Q2 		$573K Sell
3,106
-279
-8% -$51.2K 0.37% 48
2020
Q1 		$630K Sell
3,385
-258
-7% -$50.8K 0.46% 40
2019
Q4 		$720K Buy
+3,643
New +$723K 0.47% 37

Other funds holding MCD

Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Affinity Capital Advisors's MCD Position: Q3 2026 in Review

Affinity Capital Advisors increased its McDonald's (MCD) stake by 1.2% in Q3 2026, buying an estimated $29.7K and bringing the position to 9,860 shares worth $2.32M. The position accounts for 0.27% of the portfolio, ranked #50.

Affinity Capital Advisors first reported a position in MCD in Q4 2019 and has held it in 28 quarters since. The position peaked at $3.07M in Q1 2026. 771 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Affinity Capital Advisors held 9,860 shares of McDonald's worth $2.32M as of Q3 2026.
  • Affinity Capital Advisors bought 113 McDonald's shares in Q3 2026, an estimated $29.7K.
  • McDonald's made up 0.27% of Affinity Capital Advisors's portfolio in Q3 2026, its #50 holding.
  • Affinity Capital Advisors first reported a position in McDonald's in Q4 2019 and has held it in 28 quarters since.
  • Affinity Capital Advisors's McDonald's position peaked at $3.07M in Q1 2026.
  • 771 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Affinity Capital Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.