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

BOS 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 		$479K Hold
2,072
– – 0.11% 127
2026
Q2 		$560K Hold
2,072
– – 0.13% 117
2026
Q1 		$644K Buy
2,072
+26
+1% +$8.28K 0.16% 103
2025
Q4 		$625K Sell
2,046
-17
-0.8% -$5.21K 0.17% 101
2025
Q3 		$627K Buy
2,063
+202
+11% +$61.5K 0.18% 98
2025
Q2 		$544K Buy
1,861
+22
+1% +$6.78K 0.17% 96
2025
Q1 		$574K Buy
1,839
+150
+9% +$44.9K 0.2% 86
2024
Q4 		$490K Sell
1,689
-1,000
-37% -$298K 0.18% 85
2024
Q3 		$819K Hold
2,689
– – 0.3% 60
2024
Q2 		$685K Hold
2,689
– – 0.32% 59
2024
Q1 		$758K Hold
2,689
– – 0.4% 51
2023
Q4 		$797K Hold
2,689
– – 0.55% 42
2023
Q3 		$708K Hold
2,689
– – 0.52% 50
2023
Q2 		$802K Hold
2,689
– – 0.62% 41
2023
Q1 		$752K Buy
2,689
+17
+0.6% +$4.55K 0.63% 41
2022
Q4 		$704K Buy
+2,672
New +$705K 0.63% 40

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

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

BOS Asset Management held its McDonald's (MCD) position steady in Q3 2026 at 2,072 shares worth $479K. The position accounts for 0.11% of the portfolio, ranked #127.

BOS Asset Management first reported a position in MCD in Q4 2022 and has held it in 16 quarters since. The position peaked at $819K in Q3 2024. 179 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • BOS Asset Management held 2,072 shares of McDonald's worth $479K as of Q3 2026.
  • BOS Asset Management left its McDonald's share count unchanged in Q3 2026.
  • McDonald's made up 0.11% of BOS Asset Management's portfolio in Q3 2026, its #127 holding.
  • BOS Asset Management first reported a position in McDonald's in Q4 2022 and has held it in 16 quarters since.
  • BOS Asset Management's McDonald's position peaked at $819K in Q3 2024.
  • 179 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

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