Carmel Capital Partners
MCD icon

Carmel Capital Partners’s McDonald's MCD Stock Holding History

Carmel Capital Partners’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 		$239K Hold
1,035
– – 0.09% 119
2026
Q2 		$280K Sell
1,035
-22
-2% -$6.31K 0.09% 108
2026
Q1 		$329K Sell
1,057
-287
-21% -$91.4K 0.12% 94
2025
Q4 		$411K Sell
1,344
-5
-0.4% -$1.53K 0.14% 86
2025
Q3 		$410K Sell
1,349
-1,044
-44% -$318K 0.17% 81
2025
Q2 		$699K Buy
2,393
+3
+0.1% +$925 0.25% 75
2025
Q1 		$747K Buy
2,390
+8
+0.3% +$2.39K 0.29% 72
2024
Q4 		$691K Sell
2,382
-6
-0.3% -$1.79K 0.28% 67
2024
Q3 		$727K Buy
2,388
+101
+4% +$27.8K 0.28% 72
2024
Q2 		$583K Buy
2,287
+66
+3% +$17.5K 0.25% 70
2024
Q1 		$626K Buy
2,221
+1,038
+88% +$302K 0.26% 72
2023
Q4 		$351K Sell
1,183
-115
-9% -$31.3K 0.18% 94
2023
Q3 		$342K Sell
1,298
-12
-0.9% -$3.42K 0.15% 102
2023
Q2 		$391K Buy
1,310
+37
+3% +$10.8K 0.2% 79
2023
Q1 		$356K Buy
1,273
+13
+1% +$3.48K 0.21% 83
2022
Q4 		$332K Buy
+1,260
New +$332K 0.23% 90

Other funds holding MCD

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $41.7B AUM 20.63% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Carmel Capital Partners's MCD Position: Q3 2026 in Review

Carmel Capital Partners held its McDonald's (MCD) position steady in Q3 2026 at 1,035 shares worth $239K. The position accounts for 0.09% of the portfolio, ranked #119.

Carmel Capital Partners first reported a position in MCD in Q4 2022 and has held it in 16 quarters since. The position peaked at $747K in Q1 2025. 2,340 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Carmel Capital Partners held 1,035 shares of McDonald's worth $239K as of Q3 2026.
  • Carmel Capital Partners left its McDonald's share count unchanged in Q3 2026.
  • McDonald's made up 0.09% of Carmel Capital Partners's portfolio in Q3 2026, its #119 holding.
  • Carmel Capital Partners first reported a position in McDonald's in Q4 2022 and has held it in 16 quarters since.
  • Carmel Capital Partners's McDonald's position peaked at $747K in Q1 2025.
  • 2,340 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Carmel Capital Partners's 13F filing for Q3 2026, filed 3 Nov 2026.