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Chapin Davis’s McDonald's MCD Stock Holding History

Chapin Davis’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 		$1.91M Buy
8,251
+5,840
+242% +$1.54M 0.37% 58
2026
Q2 		$652K Buy
2,411
+59
+3% +$16.9K 0.11% 124
2026
Q1 		$731K Buy
2,352
+963
+69% +$307K 0.16% 121
2025
Q4 		$424K Sell
1,389
-405
-23% -$124K 0.1% 158
2025
Q3 		$545K Sell
1,794
-20
-1% -$6.09K 0.13% 144
2025
Q2 		$530K Sell
1,814
-73
-4% -$22.5K 0.15% 133
2025
Q1 		$589K Buy
1,887
+60
+3% +$17.9K 0.2% 111
2024
Q4 		$557K Hold
1,827
– – 0.18% 120
2024
Q3 		$557K Sell
1,827
-17
-0.9% -$4.69K 0.18% 121
2024
Q2 		$470K Sell
1,844
-120
-6% -$31.8K 0.16% 131
2024
Q1 		$554K Sell
1,964
-217
-10% -$63.1K 0.2% 118
2023
Q4 		$647K Sell
2,181
-56
-3% -$15.2K 0.27% 94
2023
Q3 		$589K Sell
2,237
-482
-18% -$137K 0.28% 87
2023
Q2 		$811K Buy
2,719
+9
+0.3% +$2.62K 0.39% 70
2023
Q1 		$758K Buy
2,710
+40
+1% +$10.7K 0.39% 71
2022
Q4 		$703K Buy
+2,670
New +$704K 0.41% 71

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

Chapin Davis's MCD Position: Q3 2026 in Review

Chapin Davis increased its McDonald's (MCD) stake by 242% in Q3 2026, buying an estimated $1.54M and bringing the position to 8,251 shares worth $1.91M. The position accounts for 0.37% of the portfolio, ranked #58.

Chapin Davis first reported a position in MCD in Q4 2022 and has held it in 16 quarters since. 179 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Chapin Davis held 8,251 shares of McDonald's worth $1.91M as of Q3 2026.
  • Chapin Davis bought 5,840 McDonald's shares in Q3 2026, an estimated $1.54M.
  • McDonald's made up 0.37% of Chapin Davis's portfolio in Q3 2026, its #58 holding.
  • Chapin Davis first reported a position in McDonald's in Q4 2022 and has held it in 16 quarters since.
  • 179 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Chapin Davis's 13F filing for Q3 2026, filed 9 Oct 2026.