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Avity Investment Management’s McDonald's MCD Stock Holding History

Avity Investment 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 		$329K Sell
1,425
-25
-2% -$6.58K 0.02% 103
2026
Q2 		$392K Sell
1,450
-230
-14% -$66K 0.03% 97
2026
Q1 		$522K Sell
1,680
-225
-12% -$71.7K 0.04% 83
2025
Q4 		$582K Hold
1,905
– – 0.04% 78
2025
Q3 		$579K Hold
1,905
– – 0.04% 77
2025
Q2 		$557K Hold
1,905
– – 0.04% 75
2025
Q1 		$595K Sell
1,905
-120
-6% -$35.9K 0.05% 70
2024
Q4 		$587K Sell
2,025
-118
-6% -$35.2K 0.05% 69
2024
Q3 		$653K Sell
2,143
-30
-1% -$8.27K 0.05% 66
2024
Q2 		$554K Sell
2,173
-185
-8% -$49.1K 0.04% 65
2024
Q1 		$665K Sell
2,358
-10
-0.4% -$2.91K 0.06% 61
2023
Q4 		$702K Buy
2,368
+190
+9% +$51.7K 0.06% 55
2023
Q3 		$574K Buy
2,178
+85
+4% +$24.2K 0.06% 53
2023
Q2 		$625K Hold
2,093
– – 0.06% 57
2023
Q1 		$585K Sell
2,093
-78
-4% -$20.9K 0.06% 59
2022
Q4 		$572K Sell
2,171
-272
-11% -$71.8K 0.06% 56
2022
Q3 		$564K Hold
2,443
– – 0.06% 53
2022
Q2 		$603K Sell
2,443
-164
-6% -$40.4K 0.06% 57
2022
Q1 		$645K Hold
2,607
– – 0.06% 59
2021
Q4 		$699K Buy
2,607
+32
+1% +$8.08K 0.05% 52
2021
Q3 		$621K Buy
2,575
+740
+40% +$177K 0.05% 49
2021
Q2 		$424K Buy
1,835
+28
+2% +$6.52K 0.04% 62
2021
Q1 		$405K Hold
1,807
– – 0.04% 61
2020
Q4 		$388K Buy
1,807
+132
+8% +$28.7K 0.04% 59
2020
Q3 		$368K Sell
1,675
-64
-4% -$13.1K 0.04% 55
2020
Q2 		$321K Buy
1,739
+64
+4% +$11.7K 0.04% 55
2020
Q1 		$277K Sell
1,675
-150
-8% -$29.6K 0.04% 54
2019
Q4 		$361K Buy
1,825
+200
+12% +$39.7K 0.04% 59
2019
Q3 		$349K Sell
1,625
-600
-27% -$129K 0.04% 57
2019
Q2 		$462K Hold
2,225
– – 0.05% 48
2019
Q1 		$423K Sell
2,225
-50
-2% -$9.07K 0.05% 49
2018
Q4 		$404K Hold
2,275
– – 0.06% 50
2018
Q3 		$381K Hold
2,275
– – 0.05% 54
2018
Q2 		$356K Hold
2,275
– – 0.05% 58
2018
Q1 		$356K Sell
2,275
-75
-3% -$12.3K 0.05% 57
2017
Q4 		$404K Hold
2,350
– – 0.05% 54
2017
Q3 		$368K Hold
2,350
– – 0.05% 55
2017
Q2 		$360K Hold
2,350
– – 0.05% 56
2017
Q1 		$305K Hold
2,350
– – 0.04% 63
2016
Q4 		$286K Hold
2,350
– – 0.04% 62
2016
Q3 		$270K Buy
+2,350
New +$278K 0.04% 61

Other funds holding MCD

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Avity Investment Management's MCD Position: Q3 2026 in Review

Avity Investment Management reduced its McDonald's (MCD) stake by 1.7% in Q3 2026, selling an estimated $6.58K and leaving 1,425 shares worth $329K. The position accounts for 0.02% of the portfolio, ranked #103.

Avity Investment Management first reported a position in MCD in Q3 2016 and has held it in 41 quarters since. The position peaked at $702K in Q4 2023. 179 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Avity Investment Management held 1,425 shares of McDonald's worth $329K as of Q3 2026.
  • Avity Investment Management sold 25 McDonald's shares in Q3 2026, an estimated $6.58K.
  • McDonald's made up 0.02% of Avity Investment Management's portfolio in Q3 2026, its #103 holding.
  • Avity Investment Management first reported a position in McDonald's in Q3 2016 and has held it in 41 quarters since.
  • Avity Investment Management's McDonald's position peaked at $702K in Q4 2023.
  • 179 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Avity Investment Management's 13F filing for Q3 2026, filed 9 Oct 2026.