Costello Asset Management
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Costello Asset Management’s McDonald's MCD Stock Holding History

Costello Asset Management’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 		$71.1K Sell
308
-55
-15% -$14.5K 0.02% 200
2026
Q2 		$98.1K Sell
363
-10
-3% -$2.87K 0.03% 172
2026
Q1 		$116K Hold
373
– – 0.04% 153
2025
Q4 		$114K Sell
373
-21
-5% -$6.43K 0.04% 141
2025
Q3 		$120K Sell
394
-17
-4% -$5.17K 0.04% 141
2025
Q2 		$120K Sell
411
-15
-4% -$4.62K 0.05% 142
2025
Q1 		$133K Sell
426
-32
-7% -$9.6K 0.05% 128
2024
Q4 		$133K Sell
458
-13
-3% -$3.88K 0.09% 68
2024
Q3 		$144K Hold
471
– – 0.1% 69
2024
Q2 		$120K Buy
471
+1
+0.2% +$265 0.09% 63
2024
Q1 		$133K Buy
470
+25
+6% +$7.27K 0.09% 62
2023
Q4 		$132K Buy
445
+11
+3% +$2.99K 0.11% 62
2023
Q3 		$114K Sell
434
-26
-6% -$7.42K 0.11% 62
2023
Q2 		$137K Buy
460
+35
+8% +$10.2K 0.12% 60
2023
Q1 		$119K Sell
425
-49
-10% -$13.1K 0.12% 63
2022
Q4 		$125K Sell
474
-17
-3% -$4.48K 0.11% 62
2022
Q3 		$113K Buy
491
+1
+0.2% +$256 0.11% 63
2022
Q2 		$121K Buy
490
+1
+0.2% +$246 0.1% 64
2022
Q1 		$121K Sell
489
-184
-27% -$45.8K 0.08% 73
2021
Q4 		$180K Buy
673
+123
+22% +$31.1K 0.11% 68
2021
Q3 		$133K Hold
550
– – 0.09% 72
2021
Q2 		$127K Hold
550
– – 0.08% 70
2021
Q1 		$123K Buy
550
+1
+0.2% +$214 0.09% 74
2020
Q4 		$118K Hold
549
– – 0.09% 70
2020
Q3 		$120K Buy
549
+1
+0.2% +$205 0.11% 63
2020
Q2 		$101K Buy
+548
New +$100K 0.1% 60

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
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $41.7B AUM 20.63% 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

Costello Asset Management's MCD Position: Q3 2026 in Review

Costello Asset Management reduced its McDonald's (MCD) stake by 15% in Q3 2026, selling an estimated $14.5K and leaving 308 shares worth $71.1K. The position accounts for 0.02% of the portfolio, ranked #200.

Costello Asset Management first reported a position in MCD in Q2 2020 and has held it in 26 quarters since. The position peaked at $180K in Q4 2021. 2,327 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Costello Asset Management held 308 shares of McDonald's worth $71.1K as of Q3 2026.
  • Costello Asset Management sold 55 McDonald's shares in Q3 2026, an estimated $14.5K.
  • McDonald's made up 0.02% of Costello Asset Management's portfolio in Q3 2026, its #200 holding.
  • Costello Asset Management first reported a position in McDonald's in Q2 2020 and has held it in 26 quarters since.
  • Costello Asset Management's McDonald's position peaked at $180K in Q4 2021.
  • 2,327 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Costello Asset Management's 13F filing for Q3 2026, filed 30 Oct 2026.