Cora Capital Advisors
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Cora Capital Advisors’s McDonald's MCD Stock Holding History

Cora Capital 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 		$245K Hold
1,062
– – 0.06% 122
2026
Q2 		$287K Sell
1,062
-24
-2% -$6.88K 0.08% 103
2026
Q1 		$338K Buy
1,086
+17
+2% +$5.42K 0.11% 90
2025
Q4 		$327K Buy
1,069
+49
+5% +$15K 0.13% 87
2025
Q3 		$310K Sell
1,020
-4
-0.4% -$1.22K 0.13% 82
2025
Q2 		$299K Buy
1,024
+54
+6% +$16.6K 0.13% 81
2025
Q1 		$303K Buy
970
+4
+0.4% +$1.2K 0.15% 79
2024
Q4 		$280K Sell
966
-56
-5% -$16.7K 0.14% 79
2024
Q3 		$311K Buy
1,022
+1
+0.1% +$276 0.15% 75
2024
Q2 		$260K Buy
1,021
+1
+0.1% +$265 0.13% 80
2024
Q1 		$288K Buy
1,020
+1
+0.1% +$291 0.15% 72
2023
Q4 		$302K Buy
1,019
+1
+0.1% +$272 0.18% 71
2023
Q3 		$268K Sell
1,018
-16
-2% -$4.56K 0.18% 74
2023
Q2 		$308K Buy
1,034
+80
+8% +$23.2K 0.21% 68
2023
Q1 		$267K Buy
954
+7
+0.7% +$1.88K 0.2% 70
2022
Q4 		$249K Buy
+947
New +$250K 0.17% 66

Other funds holding MCD

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cora Capital Advisors's MCD Position: Q3 2026 in Review

Cora Capital Advisors held its McDonald's (MCD) position steady in Q3 2026 at 1,062 shares worth $245K. The position accounts for 0.06% of the portfolio, ranked #122.

Cora Capital Advisors first reported a position in MCD in Q4 2022 and has held it in 16 quarters since. The position peaked at $338K in Q1 2026. 2,019 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Cora Capital Advisors held 1,062 shares of McDonald's worth $245K as of Q3 2026.
  • Cora Capital Advisors left its McDonald's share count unchanged in Q3 2026.
  • McDonald's made up 0.06% of Cora Capital Advisors's portfolio in Q3 2026, its #122 holding.
  • Cora Capital Advisors first reported a position in McDonald's in Q4 2022 and has held it in 16 quarters since.
  • Cora Capital Advisors's McDonald's position peaked at $338K in Q1 2026.
  • 2,019 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Cora Capital Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.