Cromwell Holdings’s McDonald's MCD Stock Holding History

Cromwell Holdings’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	$309K	Sell	1,337 -284	-18%	-$74.8K	0.14%	127
2026 Q2	$438K	Sell	1,621 -208	-11%	-$59.6K	0.2%	91
2026 Q1	$568K	Hold	1,829	–	–	0.32%	55
2025 Q4	$559K	Buy	1,829 +208	+13%	+$63.7K	0.31%	54
2025 Q3	$493K	Hold	1,621	–	–	0.26%	66
2025 Q2	$474K	Hold	1,621	–	–	0.29%	63
2025 Q1	$506K	Hold	1,621	–	–	0.33%	56
2024 Q4	$470K	Hold	1,621	–	–	0.27%	63
2024 Q3	$494K	Sell	1,621 -141	-8%	-$38.9K	0.32%	60
2024 Q2	$449K	Buy	+1,762	New	+$467K	0.27%	66

Other funds holding MCD

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Cromwell Holdings's MCD Position: Q3 2026 in Review

Cromwell Holdings reduced its McDonald's (MCD) stake by 18% in Q3 2026, selling an estimated $74.8K and leaving 1,337 shares worth $309K. The position accounts for 0.14% of the portfolio, ranked #127.

Cromwell Holdings first reported a position in MCD in Q2 2024 and has held it in 10 quarters since. The position peaked at $568K in Q1 2026. 2,305 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

Cromwell Holdings held 1,337 shares of McDonald's worth $309K as of Q3 2026.
Cromwell Holdings sold 284 McDonald's shares in Q3 2026, an estimated $74.8K.
McDonald's made up 0.14% of Cromwell Holdings's portfolio in Q3 2026, its #127 holding.
Cromwell Holdings first reported a position in McDonald's in Q2 2024 and has held it in 10 quarters since.
Cromwell Holdings's McDonald's position peaked at $568K in Q1 2026.
2,305 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Cromwell Holdings's 13F filing for Q3 2026, filed 28 Oct 2026.