Birchbrook’s McDonald's MCD Stock Holding History

Birchbrook’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	$242K	Hold	1,050	–	–	0.12%	76
2026 Q2	$284K	Sell	1,050 -41	-4%	-$11.8K	0.13%	74
2026 Q1	$339K	Sell	1,091 -75	-6%	-$23.9K	0.17%	62
2025 Q4	$356K	Buy	1,166 +91	+8%	+$27.9K	0.18%	60
2025 Q3	$327K	Sell	1,075 -20	-2%	-$6.09K	0.17%	61
2025 Q2	$320K	Hold	1,095	–	–	0.17%	59
2025 Q1	$342K	Hold	1,095	–	–	0.19%	56
2024 Q4	$317K	Hold	1,095	–	–	0.18%	52
2024 Q3	$333K	Sell	1,095 -8	-0.7%	-$2.2K	0.18%	52
2024 Q2	$281K	Sell	1,103 -43	-4%	-$11.4K	0.17%	55
2024 Q1	$323K	Hold	1,146	–	–	0.19%	54
2023 Q4	$340K	Buy	+1,146	New	+$312K	0.22%	53

Other funds holding MCD

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

B. Metzler seel. Sohn & Co Frankfurt, Germany $11.5B AUM 29.17% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Birchbrook's MCD Position: Q3 2026 in Review

Birchbrook held its McDonald's (MCD) position steady in Q3 2026 at 1,050 shares worth $242K. The position accounts for 0.12% of the portfolio, ranked #76.

Birchbrook first reported a position in MCD in Q4 2023 and has held it in 12 quarters since. The position peaked at $356K in Q4 2025. 1,472 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

Birchbrook held 1,050 shares of McDonald's worth $242K as of Q3 2026.
Birchbrook left its McDonald's share count unchanged in Q3 2026.
McDonald's made up 0.12% of Birchbrook's portfolio in Q3 2026, its #76 holding.
Birchbrook first reported a position in McDonald's in Q4 2023 and has held it in 12 quarters since.
Birchbrook's McDonald's position peaked at $356K in Q4 2025.
1,472 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Birchbrook's 13F filing for Q3 2026, filed 14 Oct 2026.