Aufman Associates
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Aufman Associates’s McDonald's MCD Stock Holding History

Aufman Associates’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 		– Sell
-829
Closed -$224K – 69
2026
Q2 		$224K Hold
829
– – 0.09% 65
2026
Q1 		$258K Hold
829
– – 0.13% 56
2025
Q4 		$253K Sell
829
-244
-23% -$74.7K 0.13% 54
2025
Q3 		$326K Hold
1,073
– – 0.18% 43
2025
Q2 		$314K Buy
1,073
+44
+4% +$13.6K 0.19% 41
2025
Q1 		$321K Hold
1,029
– – 0.22% 38
2024
Q4 		$298K Sell
1,029
-102
-9% -$30.4K 0.2% 42
2024
Q3 		$344K Buy
+1,131
New +$312K 0.22% 38

Other funds holding MCD

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
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
Citigroup
Citigroup New York $308B AUM 40.94% 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

Aufman Associates's MCD Position: Q3 2026 in Review

Aufman Associates sold out of McDonald's (MCD) in Q3 2026, closing a stake of 829 shares — an estimated $224K sold.

Aufman Associates first reported a position in MCD in Q3 2024 and held it in 8 quarters. The position peaked at $344K in Q3 2024. 1,749 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Aufman Associates reported no remaining McDonald's position as of Q3 2026 after selling out during the quarter.
  • Aufman Associates sold 829 McDonald's shares in Q3 2026, an estimated $224K.
  • Aufman Associates first reported a position in McDonald's in Q3 2024 and held it in 8 quarters.
  • Aufman Associates's McDonald's position peaked at $344K in Q3 2024.
  • 1,749 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Aufman Associates's 13F filing for Q3 2026, filed 4 Nov 2026.