Brown Shipley & Co’s McDonald's MCD Stock Holding History

Brown Shipley & Co’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	$1.58M	Buy	6,863 +6,639	+2,964%	+$1.75M	0.76%	27
2026 Q2	$60.5K	Hold	224	–	–	0.03%	55
2026 Q1	$69.6K	Hold	224	–	–	0.04%	49
2025 Q4	$68.5K	Hold	224	–	–	0.04%	47
2025 Q3	$68.1K	Hold	224	–	–	0.04%	48
2025 Q2	$65.4K	Sell	224 -100	-31%	-$30.8K	0.04%	49
2025 Q1	$101K	Hold	324	–	–	0.06%	47
2024 Q4	$93.9K	Hold	324	–	–	0.05%	48
2024 Q3	$98.7K	Sell	324 -15	-4%	-$4.13K	0.05%	49
2024 Q2	$86.4K	Sell	339 -4,098	-92%	-$1.09M	0.04%	50
2024 Q1	$1.24M	Buy	4,437 +128	+3%	+$37.2K	0.39%	32
2023 Q4	$1.28M	Sell	4,309 -4	-0.1%	-$1.09K	0.63%	29
2023 Q3	$1.14M	Buy	4,313 +231	+6%	+$65.9K	0.63%	30
2023 Q2	$1.22M	Sell	4,082 -119	-3%	-$34.6K	0.5%	35
2023 Q1	$1.17M	Buy	+4,201	New	+$1.13M	0.76%	29

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

Brown Shipley & Co's MCD Position: Q3 2026 in Review

Brown Shipley & Co increased its McDonald's (MCD) stake by 2,964% in Q3 2026, buying an estimated $1.75M and bringing the position to 6,863 shares worth $1.58M. The position accounts for 0.76% of the portfolio, ranked #27.

Brown Shipley & Co first reported a position in MCD in Q1 2023 and has held it in 15 quarters since. 1,472 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

Brown Shipley & Co held 6,863 shares of McDonald's worth $1.58M as of Q3 2026.
Brown Shipley & Co bought 6,639 McDonald's shares in Q3 2026, an estimated $1.75M.
McDonald's made up 0.76% of Brown Shipley & Co's portfolio in Q3 2026, its #27 holding.
Brown Shipley & Co first reported a position in McDonald's in Q1 2023 and has held it in 15 quarters since.
1,472 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Brown Shipley & Co's 13F filing for Q3 2026, filed 9 Oct 2026.