American Capital Advisory
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American Capital Advisory’s McDonald's MCD Stock Holding History

American Capital Advisory’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 		$38.8K Buy
168
+2
+1% +$526 0.01% 245
2026
Q2 		$44.9K Buy
166
+24
+17% +$6.88K 0.02% 226
2026
Q1 		$44.2K Buy
142
+10
+8% +$3.19K 0.02% 218
2025
Q4 		$40.4K Buy
132
+4
+3% +$1.22K 0.02% 222
2025
Q3 		$38.9K Hold
128
– – 0.02% 215
2025
Q2 		$37.4K Buy
128
+7
+6% +$2.16K 0.02% 209
2025
Q1 		$37.8K Buy
121
+95
+365% +$28.4K 0.02% 206
2024
Q4 		$7.56K Hold
26
– – ﹤0.01% 318
2024
Q3 		$7.94K Sell
26
-2
-7% -$551 ﹤0.01% 310
2024
Q2 		$8.33K Sell
28
-9
-24% -$2.39K 0.01% 271
2024
Q1 		$10.4K Buy
37
+9
+32% +$2.62K 0.01% 249
2023
Q4 		$8.33K Buy
+28
New +$7.62K 0.01% 271

Other funds holding MCD

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

American Capital Advisory's MCD Position: Q3 2026 in Review

American Capital Advisory increased its McDonald's (MCD) stake by 1.2% in Q3 2026, buying an estimated $526 and bringing the position to 168 shares worth $38.8K. The position accounts for 0.01% of the portfolio, ranked #245.

American Capital Advisory first reported a position in MCD in Q4 2023 and has held it in 12 quarters since. The position peaked at $44.9K in Q2 2026. 2,604 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • American Capital Advisory held 168 shares of McDonald's worth $38.8K as of Q3 2026.
  • American Capital Advisory bought 2 McDonald's shares in Q3 2026, an estimated $526.
  • McDonald's made up 0.01% of American Capital Advisory's portfolio in Q3 2026, its #245 holding.
  • American Capital Advisory first reported a position in McDonald's in Q4 2023 and has held it in 12 quarters since.
  • American Capital Advisory's McDonald's position peaked at $44.9K in Q2 2026.
  • 2,604 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on American Capital Advisory's 13F filing for Q3 2026, filed 28 Oct 2026.