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Community Financial Services Group’s McDonald's MCD Stock Holding History

Community Financial Services Group’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 		$4.4M Sell
18,971
-50
-0.3% -$13.2K 0.67% 46
2026
Q2 		$5.12M Buy
19,021
+893
+5% +$256K 0.75% 41
2026
Q1 		$5.57M Buy
18,128
+205
+1% +$65.3K 0.98% 33
2025
Q4 		$5.48M Sell
17,923
-282
-2% -$86.4K 1.01% 37
2025
Q3 		$5.53M Buy
18,205
+437
+2% +$133K 1.01% 37
2025
Q2 		$5.19M Buy
17,768
+447
+3% +$138K 1.03% 38
2025
Q1 		$5.41M Buy
17,321
+589
+4% +$176K 1.17% 32
2024
Q4 		$4.85M Buy
16,732
+763
+5% +$228K 0.96% 36
2024
Q3 		$4.86M Buy
15,969
+530
+3% +$146K 0.99% 35
2024
Q2 		$3.93M Buy
15,439
+803
+5% +$213K 0.85% 37
2024
Q1 		$4.13M Buy
+14,636
New +$4.26M 0.94% 34
2023
Q3 		$1.1M Buy
+4,180
New +$1.19M 0.28% 55
2021
Q4 		$576K Sell
2,150
-112
-5% -$28.3K 0.14% 73
2021
Q3 		$545K Sell
2,262
-66
-3% -$15.8K 0.15% 75
2021
Q2 		$538K Buy
+2,328
New +$542K 0.15% 73
2015
Q4 		– Sell
-350
Closed -$34K – 155
2015
Q3 		$34K Sell
350
-261
-43% -$25.4K 0.02% 144
2015
Q2 		$58K Sell
611
-64
-9% -$6.19K 0.03% 119
2015
Q1 		$66K Sell
675
-1,923
-74% -$182K 0.03% 112
2014
Q4 		$243K Sell
2,598
-64
-2% -$5.99K 0.11% 72
2014
Q3 		$253K Sell
2,662
-130
-5% -$12.4K 0.13% 66
2014
Q2 		$281K Sell
2,792
-770
-22% -$77.7K 0.14% 64
2014
Q1 		$350K Hold
3,562
– – 0.17% 59
2013
Q4 		$345K Hold
3,562
– – 0.19% 58
2013
Q3 		$343K Hold
3,562
– – 0.19% 58
2013
Q2 		$353K Buy
+3,562
New +$357K 0.21% 56

Other funds holding MCD

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Community Financial Services Group's MCD Position: Q3 2026 in Review

Community Financial Services Group reduced its McDonald's (MCD) stake by 0.26% in Q3 2026, selling an estimated $13.2K and leaving 18,971 shares worth $4.4M. The position accounts for 0.67% of the portfolio, ranked #46.

Community Financial Services Group first reported a position in MCD in Q2 2013 and has held it in 25 quarters since. The position peaked at $5.57M in Q1 2026. 2,305 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Community Financial Services Group held 18,971 shares of McDonald's worth $4.4M as of Q3 2026.
  • Community Financial Services Group sold 50 McDonald's shares in Q3 2026, an estimated $13.2K.
  • McDonald's made up 0.67% of Community Financial Services Group's portfolio in Q3 2026, its #46 holding.
  • Community Financial Services Group first reported a position in McDonald's in Q2 2013 and has held it in 25 quarters since.
  • Community Financial Services Group's McDonald's position peaked at $5.57M in Q1 2026.
  • 2,305 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Community Financial Services Group's 13F filing for Q3 2026, filed 15 Oct 2026.