Brown, Lisle/Cummings
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Brown, Lisle/Cummings’s McDonald's MCD Stock Holding History

Brown, Lisle/Cummings’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 		$553K Sell
2,393
-273
-10% -$71.9K 0.12% 151
2026
Q2 		$721K Sell
2,666
-4
-0.1% -$1.15K 0.16% 128
2026
Q1 		$830K Buy
2,670
+40
+2% +$12.7K 0.21% 109
2025
Q4 		$804K Buy
2,630
+600
+30% +$184K 0.2% 119
2025
Q3 		$617K Sell
2,030
-50
-2% -$15.2K 0.16% 131
2025
Q2 		$608K Hold
2,080
– – 0.16% 124
2025
Q1 		$650K Buy
2,080
+5
+0.2% +$1.5K 0.19% 119
2024
Q4 		$602K Buy
2,075
+199
+11% +$59.3K 0.18% 124
2024
Q3 		$571K Sell
1,876
-135
-7% -$37.2K 0.17% 122
2024
Q2 		$512K Buy
2,011
+856
+74% +$227K 0.17% 130
2024
Q1 		$326K Hold
1,155
– – 0.11% 162
2023
Q4 		$342K Hold
1,155
– – 0.13% 157
2023
Q3 		$304K Hold
1,155
– – 0.14% 144
2023
Q2 		$345K Sell
1,155
-201
-15% -$58.4K 0.15% 138
2023
Q1 		$379K Hold
1,356
– – 0.19% 120
2022
Q4 		$357K Buy
1,356
+165
+14% +$43.5K 0.19% 119
2022
Q3 		$275K Sell
1,191
-25
-2% -$6.39K 0.16% 125
2022
Q2 		$300K Buy
1,216
+7
+0.6% +$1.72K 0.17% 126
2022
Q1 		$299K Buy
1,209
+21
+2% +$5.23K 0.14% 137
2021
Q4 		$318K Buy
+1,188
New +$300K 0.16% 127

Other funds holding MCD

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

Brown, Lisle/Cummings's MCD Position: Q3 2026 in Review

Brown, Lisle/Cummings reduced its McDonald's (MCD) stake by 10% in Q3 2026, selling an estimated $71.9K and leaving 2,393 shares worth $553K. The position accounts for 0.12% of the portfolio, ranked #151.

Brown, Lisle/Cummings first reported a position in MCD in Q4 2021 and has held it in 20 quarters since. The position peaked at $830K in Q1 2026. 2,914 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Brown, Lisle/Cummings held 2,393 shares of McDonald's worth $553K as of Q3 2026.
  • Brown, Lisle/Cummings sold 273 McDonald's shares in Q3 2026, an estimated $71.9K.
  • McDonald's made up 0.12% of Brown, Lisle/Cummings's portfolio in Q3 2026, its #151 holding.
  • Brown, Lisle/Cummings first reported a position in McDonald's in Q4 2021 and has held it in 20 quarters since.
  • Brown, Lisle/Cummings's McDonald's position peaked at $830K in Q1 2026.
  • 2,914 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q3 2026, filed 16 Oct 2026.