Cox Capital Management
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Cox Capital Management’s McDonald's MCD Stock Holding History

Cox Capital 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 		– Sell
-3,514
Closed -$950K – 79
2026
Q2 		$950K Buy
3,514
+12
+0.3% +$3.44K 0.53% 56
2026
Q1 		$1.09M Buy
+3,502
New +$1.12M 0.72% 46
2025
Q1 		– Sell
-6,552
Closed -$1.9M – 64
2024
Q4 		$1.9M Sell
6,552
-161
-2% -$48K 1.22% 34
2024
Q3 		$2.04M Sell
6,713
-119
-2% -$32.8K 1.22% 37
2024
Q2 		$1.74M Sell
6,832
-309
-4% -$82K 1.05% 37
2024
Q1 		$2.01M Sell
7,141
-23
-0.3% -$6.69K 1.24% 36
2023
Q4 		$2.12M Buy
+7,164
New +$1.95M 1.39% 30
2020
Q2 		– Sell
-7,647
Closed -$1.51M – 148
2020
Q1 		$1.51M Hold
7,647
– – 1.32% 38
2019
Q4 		$1.51M Sell
7,647
-3,873
-34% -$768K 1.37% 38
2019
Q3 		$2.47M Buy
11,520
+138
+1% +$29.6K 2.41% 12
2019
Q2 		$2.36M Buy
11,382
+299
+3% +$59.2K 2.4% 14
2019
Q1 		$2.1M Buy
11,083
+34
+0.3% +$6.17K 2.27% 12
2018
Q4 		$2.07M Buy
11,049
+496
+5% +$88K 2.43% 10
2018
Q3 		$1.76M Buy
10,553
+388
+4% +$62.2K 1.88% 21
2018
Q2 		$1.59M Buy
+10,165
New +$1.65M 1.92% 19

Other funds holding MCD

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co Frankfurt, Germany $11.5B AUM 29.17% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Cox Capital Management's MCD Position: Q3 2026 in Review

Cox Capital Management sold out of McDonald's (MCD) in Q3 2026, closing a stake of 3,514 shares — an estimated $950K sold.

Cox Capital Management first reported a position in MCD in Q2 2018 and held it in 15 quarters. The position peaked at $2.47M in Q3 2019. 1,472 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Cox Capital Management reported no remaining McDonald's position as of Q3 2026 after selling out during the quarter.
  • Cox Capital Management sold 3,514 McDonald's shares in Q3 2026, an estimated $950K.
  • Cox Capital Management first reported a position in McDonald's in Q2 2018 and held it in 15 quarters.
  • Cox Capital Management's McDonald's position peaked at $2.47M in Q3 2019.
  • 1,472 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Cox Capital Management's 13F filing for Q3 2026, filed 7 Oct 2026.