AMI Asset Management
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AMI Asset Management’s McDonald's MCD Stock Holding History

AMI Asset Management’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 		$784K Buy
3,393
+12
+0.4% +$3.16K 0.05% 76
2026
Q2 		$914K Buy
3,381
+39
+1% +$11.2K 0.05% 69
2026
Q1 		$1.04M Sell
3,342
-22
-0.7% -$7.01K 0.07% 49
2025
Q4 		$1.03M Sell
3,364
-112
-3% -$34.3K 0.06% 57
2025
Q3 		$1.06M Sell
3,476
-35
-1% -$10.7K 0.06% 56
2025
Q2 		$1.03M Sell
3,511
-22
-0.6% -$6.78K 0.06% 51
2025
Q1 		$1.1M Sell
3,533
-42
-1% -$12.6K 0.06% 58
2024
Q4 		$1.04M Sell
3,575
-114
-3% -$34K 0.06% 67
2024
Q3 		$1.12M Sell
3,689
-16
-0.4% -$4.41K 0.06% 61
2024
Q2 		$944K Sell
3,705
-11
-0.3% -$2.92K 0.05% 73
2024
Q1 		$1.05M Sell
3,716
-162
-4% -$47.1K 0.05% 74
2023
Q4 		$1.15M Sell
3,878
-91
-2% -$24.8K 0.06% 68
2023
Q3 		$1.05M Sell
3,969
-16
-0.4% -$4.56K 0.06% 69
2023
Q2 		$1.19M Sell
3,985
-32
-0.8% -$9.3K 0.07% 67
2023
Q1 		$1.12M Buy
4,017
+55
+1% +$14.7K 0.07% 64
2022
Q4 		$1.04M Buy
3,962
+739
+23% +$195K 0.07% 70
2022
Q3 		$744K Sell
3,223
-165
-5% -$42.2K 0.05% 69
2022
Q2 		$836K Sell
3,388
-234
-6% -$57.6K 0.05% 71
2022
Q1 		$896K Buy
3,622
+509
+16% +$127K 0.05% 75
2021
Q4 		$835K Buy
3,113
+312
+11% +$78.8K 0.04% 78
2021
Q3 		$675K Buy
2,801
+19
+0.7% +$4.54K 0.03% 77
2021
Q2 		$643K Buy
2,782
+159
+6% +$37K 0.03% 78
2021
Q1 		$588K Buy
2,623
+179
+7% +$38.3K 0.03% 77
2020
Q4 		$524K Buy
2,444
+39
+2% +$8.48K 0.03% 77
2020
Q3 		$528K Sell
2,405
-5
-0.2% -$1.03K 0.03% 75
2020
Q2 		$445K Sell
2,410
-20
-0.8% -$3.67K 0.02% 71
2020
Q1 		$402K Buy
2,430
+434
+22% +$85.5K 0.03% 72
2019
Q4 		$394K Buy
1,996
+220
+12% +$43.6K 0.02% 75
2019
Q3 		$381K Buy
+1,776
New +$381K 0.02% 73

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
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

AMI Asset Management's MCD Position: Q3 2026 in Review

AMI Asset Management increased its McDonald's (MCD) stake by 0.35% in Q3 2026, buying an estimated $3.16K and bringing the position to 3,393 shares worth $784K. The position accounts for 0.05% of the portfolio, ranked #76.

AMI Asset Management first reported a position in MCD in Q3 2019 and has held it in 29 quarters since. The position peaked at $1.19M in Q2 2023. 1,342 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • AMI Asset Management held 3,393 shares of McDonald's worth $784K as of Q3 2026.
  • AMI Asset Management bought 12 McDonald's shares in Q3 2026, an estimated $3.16K.
  • McDonald's made up 0.05% of AMI Asset Management's portfolio in Q3 2026, its #76 holding.
  • AMI Asset Management first reported a position in McDonald's in Q3 2019 and has held it in 29 quarters since.
  • AMI Asset Management's McDonald's position peaked at $1.19M in Q2 2023.
  • 1,342 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on AMI Asset Management's 13F filing for Q3 2026, filed 20 Oct 2026.