Coyle Financial Counsel
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Coyle Financial Counsel’s McDonald's MCD Stock Holding History

Coyle Financial Counsel’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 		$754K Sell
3,263
-62
-2% -$16.3K 0.14% 54
2026
Q2 		$899K Buy
3,325
+1,079
+48% +$309K 0.16% 52
2026
Q1 		$698K Buy
2,246
+31
+1% +$9.9K 0.15% 53
2025
Q4 		$677K Buy
2,215
+6
+0.3% +$1.84K 0.14% 56
2025
Q3 		$671K Buy
2,209
+67
+3% +$20.4K 0.15% 55
2025
Q2 		$626K Buy
2,142
+2
+0.1% +$617 0.17% 53
2025
Q1 		$668K Buy
2,140
+8
+0.4% +$2.39K 0.2% 48
2024
Q4 		$618K Buy
2,132
+3
+0.1% +$895 0.2% 51
2024
Q3 		$543K Sell
2,129
-48
-2% -$13.2K 0.19% 50
2024
Q2 		$614K Hold
2,177
– – 0.22% 47
2024
Q1 		$614K Buy
2,177
+45
+2% +$13.1K 0.22% 47
2023
Q4 		$632K Sell
2,132
-1
-0% -$272 0.24% 47
2023
Q3 		$562K Hold
2,133
– – 0.24% 47
2023
Q2 		$637K Hold
2,133
– – 0.29% 45
2023
Q1 		$596K Buy
2,133
+100
+5% +$26.8K 0.27% 44
2022
Q4 		$536K Hold
2,033
– – 0.26% 42
2022
Q3 		$469K Hold
2,033
– – 0.31% 41
2022
Q2 		$502K Sell
2,033
-42
-2% -$10.3K 0.27% 45
2022
Q1 		$513K Hold
2,075
– – 0.27% 46
2021
Q4 		$556K Buy
2,075
+205
+11% +$51.8K 0.33% 44
2021
Q3 		$451K Buy
+1,870
New +$446K 0.26% 46
2018
Q3 		– Sell
-666
Closed -$104K – 193
2018
Q2 		$104K Buy
+666
New +$108K 0.1% 57

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

Coyle Financial Counsel's MCD Position: Q3 2026 in Review

Coyle Financial Counsel reduced its McDonald's (MCD) stake by 1.9% in Q3 2026, selling an estimated $16.3K and leaving 3,263 shares worth $754K. The position accounts for 0.14% of the portfolio, ranked #54.

Coyle Financial Counsel first reported a position in MCD in Q2 2018 and has held it in 22 quarters since. The position peaked at $899K in Q2 2026. 2,019 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Coyle Financial Counsel held 3,263 shares of McDonald's worth $754K as of Q3 2026.
  • Coyle Financial Counsel sold 62 McDonald's shares in Q3 2026, an estimated $16.3K.
  • McDonald's made up 0.14% of Coyle Financial Counsel's portfolio in Q3 2026, its #54 holding.
  • Coyle Financial Counsel first reported a position in McDonald's in Q2 2018 and has held it in 22 quarters since.
  • Coyle Financial Counsel's McDonald's position peaked at $899K in Q2 2026.
  • 2,019 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Coyle Financial Counsel's 13F filing for Q3 2026, filed 28 Oct 2026.