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Cooper Financial Group’s McDonald's MCD Stock Holding History

Cooper Financial 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 		$333K Sell
1,443
-724
-33% -$191K 0.03% 325
2026
Q2 		$586K Sell
2,167
-376
-15% -$108K 0.05% 243
2026
Q1 		$790K Buy
2,543
+509
+25% +$162K 0.08% 192
2025
Q4 		$622K Buy
2,034
+478
+31% +$146K 0.07% 207
2025
Q3 		$473K Buy
1,556
+136
+10% +$41.4K 0.05% 246
2025
Q2 		$415K Sell
1,420
-848
-37% -$261K 0.05% 258
2025
Q1 		$709K Buy
2,268
+258
+13% +$77.2K 0.09% 189
2024
Q4 		$583K Buy
2,010
+38
+2% +$11.3K 0.07% 219
2024
Q3 		$600K Sell
1,972
-1,406
-42% -$388K 0.08% 219
2024
Q2 		$861K Buy
3,378
+892
+36% +$237K 0.13% 144
2024
Q1 		$701K Sell
2,486
-78
-3% -$22.7K 0.12% 166
2023
Q4 		$760K Sell
2,564
-124
-5% -$33.7K 0.14% 142
2023
Q3 		$708K Buy
2,688
+262
+11% +$74.7K 0.17% 134
2023
Q2 		$724K Buy
2,426
+266
+12% +$77.3K 0.18% 135
2023
Q1 		$604K Sell
2,160
-51
-2% -$13.7K 0.16% 143
2022
Q4 		$583K Buy
2,211
+170
+8% +$44.8K 0.18% 130
2022
Q3 		$471K Buy
2,041
+1,155
+130% +$295K 0.17% 128
2022
Q2 		$219K Buy
+886
New +$218K 0.08% 233
2021
Q4 		– Sell
-2,594
Closed -$625K – 258
2021
Q3 		$625K Buy
2,594
+7
+0.3% +$1.67K 0.13% 109
2021
Q2 		$597K Buy
2,587
+3
+0.1% +$698 0.12% 106
2021
Q1 		$579K Sell
2,584
-633
-20% -$135K 0.13% 110
2020
Q4 		$690K Buy
3,217
+850
+36% +$185K 0.14% 123
2020
Q3 		$520K Sell
2,367
-213
-8% -$43.7K 0.15% 99
2020
Q2 		$476K Sell
2,580
-249
-9% -$45.7K 0.15% 99
2020
Q1 		$468K Buy
2,829
+262
+10% +$51.6K 0.2% 74
2019
Q4 		$507K Buy
2,567
+323
+14% +$64.1K 0.2% 72
2019
Q3 		$482K Buy
2,244
+61
+3% +$13.1K 0.22% 65
2019
Q2 		$453K Sell
2,183
-165
-7% -$32.7K 0.22% 71
2019
Q1 		$446K Buy
2,348
+98
+4% +$17.8K 0.25% 61
2018
Q4 		$399K Buy
+2,250
New +$399K 0.27% 58

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

Cooper Financial Group's MCD Position: Q3 2026 in Review

Cooper Financial Group reduced its McDonald's (MCD) stake by 33% in Q3 2026, selling an estimated $191K and leaving 1,443 shares worth $333K. The position accounts for 0.03% of the portfolio, ranked #325.

Cooper Financial Group first reported a position in MCD in Q4 2018 and has held it in 30 quarters since. The position peaked at $861K in Q2 2024. 179 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Cooper Financial Group held 1,443 shares of McDonald's worth $333K as of Q3 2026.
  • Cooper Financial Group sold 724 McDonald's shares in Q3 2026, an estimated $191K.
  • McDonald's made up 0.03% of Cooper Financial Group's portfolio in Q3 2026, its #325 holding.
  • Cooper Financial Group first reported a position in McDonald's in Q4 2018 and has held it in 30 quarters since.
  • Cooper Financial Group's McDonald's position peaked at $861K in Q2 2024.
  • 179 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.