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

Councilmark 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	$457K	Hold	1,980	–	–	0.24%	58
2026 Q2	$535K	Hold	1,980	–	–	0.28%	57
2026 Q1	$615K	Hold	1,980	–	–	0.35%	49
2025 Q4	$605K	Hold	1,980	–	–	0.34%	51
2025 Q3	$602K	Hold	1,980	–	–	0.35%	53
2025 Q2	$578K	Hold	1,980	–	–	0.37%	53
2025 Q1	$618K	Hold	1,980	–	–	0.42%	50
2024 Q4	$574K	Hold	1,980	–	–	0.39%	50
2024 Q3	$603K	Hold	1,980	–	–	0.4%	51
2024 Q2	$505K	Hold	1,980	–	–	0.36%	55
2024 Q1	$558K	Buy	+1,980	New	+$576K	0.4%	53

Other funds holding MCD

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

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

Councilmark Asset Management held its McDonald's (MCD) position steady in Q3 2026 at 1,980 shares worth $457K. The position accounts for 0.24% of the portfolio, ranked #58.

Councilmark Asset Management first reported a position in MCD in Q1 2024 and has held it in 11 quarters since. The position peaked at $618K in Q1 2025. 1,408 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

Councilmark Asset Management held 1,980 shares of McDonald's worth $457K as of Q3 2026.
Councilmark Asset Management left its McDonald's share count unchanged in Q3 2026.
McDonald's made up 0.24% of Councilmark Asset Management's portfolio in Q3 2026, its #58 holding.
Councilmark Asset Management first reported a position in McDonald's in Q1 2024 and has held it in 11 quarters since.
Councilmark Asset Management's McDonald's position peaked at $618K in Q1 2025.
1,408 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Councilmark Asset Management's 13F filing for Q3 2026, filed 20 Oct 2026.