Ardent Capital Management’s McDonald's MCD Stock Holding History

Ardent Capital 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	$220K	Hold	951	–	–	0.09%	30
2026 Q2	$257K	Hold	951	–	–	0.11%	39
2026 Q1	$296K	Hold	951	–	–	0.13%	40
2025 Q4	$291K	Hold	951	–	–	0.12%	43
2025 Q3	$289K	Hold	951	–	–	0.12%	43
2025 Q2	$278K	Hold	951	–	–	0.13%	39
2025 Q1	$297K	Hold	951	–	–	0.13%	38
2024 Q4	$276K	Hold	951	–	–	0.13%	38
2024 Q3	$290K	Hold	951	–	–	0.13%	37
2024 Q2	$242K	Hold	951	–	–	0.12%	38
2024 Q1	$268K	Hold	951	–	–	0.13%	40
2023 Q4	$282K	Hold	951	–	–	0.15%	39
2023 Q3	$251K	Buy	+951	New	+$271K	0.14%	40

Other funds holding MCD

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Ardent Capital Management's MCD Position: Q3 2026 in Review

Ardent Capital Management held its McDonald's (MCD) position steady in Q3 2026 at 951 shares worth $220K. The position accounts for 0.09% of the portfolio, ranked #30.

Ardent Capital Management first reported a position in MCD in Q3 2023 and has held it in 13 quarters since. The position peaked at $297K in Q1 2025. 2,610 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

Ardent Capital Management held 951 shares of McDonald's worth $220K as of Q3 2026.
Ardent Capital Management left its McDonald's share count unchanged in Q3 2026.
McDonald's made up 0.09% of Ardent Capital Management's portfolio in Q3 2026, its #30 holding.
Ardent Capital Management first reported a position in McDonald's in Q3 2023 and has held it in 13 quarters since.
Ardent Capital Management's McDonald's position peaked at $297K in Q1 2025.
2,610 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Ardent Capital Management's 13F filing for Q3 2026, filed 16 Oct 2026.