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

CPA 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	$2.16M	Sell	9,341 -629	-6%	-$166K	0.6%	23
2026 Q2	$2.69M	Sell	9,970 -60	-0.6%	-$17.2K	0.78%	23
2026 Q1	$3.12M	Sell	10,030 -1,075	-10%	-$342K	1.05%	21
2025 Q4	$3.39M	Buy	11,105 +189	+2%	+$57.9K	1.19%	20
2025 Q3	$3.32M	Hold	10,916	–	–	1.28%	20
2025 Q2	$3.19M	Hold	10,916	–	–	1.34%	19
2025 Q1	$3.41M	Hold	10,916	–	–	1.5%	19
2024 Q4	$3.16M	Hold	10,916	–	–	1.47%	18
2024 Q3	$3.32M	Sell	10,916 -100	-0.9%	-$27.6K	1.6%	17
2024 Q2	$2.81M	Hold	11,016	–	–	1.5%	16
2024 Q1	$3.11M	Hold	11,016	–	–	1.74%	15
2023 Q4	$3.27M	Sell	11,016 -86	-0.8%	-$23.4K	1.99%	12
2023 Q3	$2.92M	Hold	11,102	–	–	2.05%	13
2023 Q2	$3.31M	Hold	11,102	–	–	2.38%	9
2023 Q1	$3.1M	Hold	11,102	–	–	2.32%	9
2022 Q4	$2.93M	Buy	+11,102	New	+$2.93M	2.24%	10

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

B. Metzler seel. Sohn & Co Frankfurt, Germany $11.5B AUM 29.17% 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

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

CPA Asset Management reduced its McDonald's (MCD) stake by 6.3% in Q3 2026, selling an estimated $166K and leaving 9,341 shares worth $2.16M. The position accounts for 0.6% of the portfolio, ranked #23.

CPA Asset Management first reported a position in MCD in Q4 2022 and has held it in 16 quarters since. The position peaked at $3.41M in Q1 2025. 1,472 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

CPA Asset Management held 9,341 shares of McDonald's worth $2.16M as of Q3 2026.
CPA Asset Management sold 629 McDonald's shares in Q3 2026, an estimated $166K.
McDonald's made up 0.6% of CPA Asset Management's portfolio in Q3 2026, its #23 holding.
CPA Asset Management first reported a position in McDonald's in Q4 2022 and has held it in 16 quarters since.
CPA Asset Management's McDonald's position peaked at $3.41M in Q1 2025.
1,472 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on CPA Asset Management's 13F filing for Q3 2026, filed 26 Oct 2026.