Central Valley Advisors’s McDonald's MCD Stock Holding History

Central Valley Advisors’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	$2.51M	Buy	10,879 +279	+3%	+$73.4K	0.68%	45
2026 Q2	$2.87M	Buy	10,600 +348	+3%	+$100K	0.73%	35
2026 Q1	$3.19M	Buy	10,252 +1,020	+11%	+$325K	0.87%	31
2025 Q4	$2.82M	Buy	9,232 +333	+4%	+$102K	0.84%	33
2025 Q3	$2.7M	Buy	8,899 +6,289	+241%	+$1.91M	0.84%	33
2025 Q2	$763K	Sell	2,610 -101	-4%	-$31.1K	0.26%	68
2025 Q1	$847K	Sell	2,711 -999	-27%	-$299K	0.32%	63
2024 Q4	$1.08M	Buy	3,710 +3	+0.1%	+$895	0.49%	53
2024 Q3	$1.13M	Sell	3,707 -126	-3%	-$34.7K	0.64%	44
2024 Q2	$838K	Buy	3,833 +212	+6%	+$56.2K	0.36%	55
2024 Q1	$1.02M	Sell	3,621 -10	-0.3%	-$2.91K	0.53%	55
2023 Q4	$1.08M	Buy	+3,631	New	+$988K	0.63%	47

Other funds holding MCD

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $41.7B AUM 20.63% 1-Year Est. Return

Central Valley Advisors's MCD Position: Q3 2026 in Review

Central Valley Advisors increased its McDonald's (MCD) stake by 2.6% in Q3 2026, buying an estimated $73.4K and bringing the position to 10,879 shares worth $2.51M. The position accounts for 0.68% of the portfolio, ranked #45.

Central Valley Advisors first reported a position in MCD in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.19M in Q1 2026. 2,435 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

Central Valley Advisors held 10,879 shares of McDonald's worth $2.51M as of Q3 2026.
Central Valley Advisors bought 279 McDonald's shares in Q3 2026, an estimated $73.4K.
McDonald's made up 0.68% of Central Valley Advisors's portfolio in Q3 2026, its #45 holding.
Central Valley Advisors first reported a position in McDonald's in Q4 2023 and has held it in 12 quarters since.
Central Valley Advisors's McDonald's position peaked at $3.19M in Q1 2026.
2,435 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Central Valley Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.