Cohen Klingenstein’s McDonald's MCD Stock Holding History

Cohen Klingenstein’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	$2.08M	Hold	9,000	–	–	0.06%	117
2026 Q2	$2.43M	Hold	9,000	–	–	0.07%	112
2026 Q1	$2.8M	Hold	9,000	–	–	0.09%	101
2025 Q4	$2.75M	Hold	9,000	–	–	0.08%	97
2025 Q3	$2.74M	Hold	9,000	–	–	0.09%	98
2025 Q2	$2.63M	Hold	9,000	–	–	0.09%	101
2025 Q1	$2.81M	Hold	9,000	–	–	0.1%	95
2024 Q4	$2.61M	Sell	9,000 -12,400	-58%	-$3.7M	0.09%	99
2024 Q3	$6.52M	Hold	21,400	–	–	0.23%	68
2024 Q2	$5.45M	Hold	21,400	–	–	0.2%	69
2024 Q1	$6.03M	Hold	21,400	–	–	0.22%	70
2023 Q4	$6.35M	Hold	21,400	–	–	0.26%	62
2023 Q3	$5.64M	Hold	21,400	–	–	0.26%	64
2023 Q2	$6.39M	Hold	21,400	–	–	0.28%	60
2023 Q1	$5.98M	Hold	21,400	–	–	0.28%	63
2022 Q4	$5.64M	Hold	21,400	–	–	0.28%	65
2022 Q3	$4.94M	Hold	21,400	–	–	0.26%	67
2022 Q2	$5.28M	Hold	21,400	–	–	0.27%	67
2022 Q1	$5.29M	Hold	21,400	–	–	0.22%	76
2021 Q4	$5.74M	Hold	21,400	–	–	0.23%	77
2021 Q3	$5.16M	Hold	21,400	–	–	0.23%	76
2021 Q2	$4.94M	Hold	21,400	–	–	0.21%	84
2021 Q1	$4.8M	Hold	21,400	–	–	0.22%	81
2020 Q4	$4.59M	Hold	21,400	–	–	0.23%	80
2020 Q3	$4.7M	Hold	21,400	–	–	0.26%	71
2020 Q2	$3.95M	Hold	21,400	–	–	0.24%	80
2020 Q1	$3.54M	Hold	21,400	–	–	0.26%	77
2019 Q4	$4.23M	Hold	21,400	–	–	0.25%	82
2019 Q3	$4.6M	Buy	21,400 +12,400	+138%	+$2.66M	0.29%	77
2019 Q2	$1.87M	Buy	+9,000	New	+$1.78M	0.13%	112

Other funds holding MCD

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Cohen Klingenstein's MCD Position: Q3 2026 in Review

Cohen Klingenstein held its McDonald's (MCD) position steady in Q3 2026 at 9,000 shares worth $2.08M. The position accounts for 0.06% of the portfolio, ranked #117.

Cohen Klingenstein first reported a position in MCD in Q2 2019 and has held it in 30 quarters since. The position peaked at $6.52M in Q3 2024. 2,212 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

Cohen Klingenstein held 9,000 shares of McDonald's worth $2.08M as of Q3 2026.
Cohen Klingenstein left its McDonald's share count unchanged in Q3 2026.
McDonald's made up 0.06% of Cohen Klingenstein's portfolio in Q3 2026, its #117 holding.
Cohen Klingenstein first reported a position in McDonald's in Q2 2019 and has held it in 30 quarters since.
Cohen Klingenstein's McDonald's position peaked at $6.52M in Q3 2024.
2,212 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Cohen Klingenstein's 13F filing for Q3 2026, filed 15 Oct 2026.