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Dickmeyer Boyce Financial Management’s McDonald's MCD Stock Holding History

Dickmeyer Boyce Financial 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 		$713K Sell
3,089
-38
-1% -$10K 0.37% 68
2026
Q2 		$845K Buy
3,127
+415
+15% +$119K 0.44% 61
2026
Q1 		$843K Buy
+2,712
New +$864K 0.5% 58

Other funds holding MCD

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Dickmeyer Boyce Financial Management's MCD Position: Q3 2026 in Review

Dickmeyer Boyce Financial Management reduced its McDonald's (MCD) stake by 1.2% in Q3 2026, selling an estimated $10K and leaving 3,089 shares worth $713K. The position accounts for 0.37% of the portfolio, ranked #68.

Dickmeyer Boyce Financial Management first reported a position in MCD in Q1 2026 and has held it in 3 quarters since. The position peaked at $845K in Q2 2026. 118 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Dickmeyer Boyce Financial Management held 3,089 shares of McDonald's worth $713K as of Q3 2026.
  • Dickmeyer Boyce Financial Management sold 38 McDonald's shares in Q3 2026, an estimated $10K.
  • McDonald's made up 0.37% of Dickmeyer Boyce Financial Management's portfolio in Q3 2026, its #68 holding.
  • Dickmeyer Boyce Financial Management first reported a position in McDonald's in Q1 2026 and has held it in 3 quarters since.
  • Dickmeyer Boyce Financial Management's McDonald's position peaked at $845K in Q2 2026.
  • 118 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Dickmeyer Boyce Financial Management's 13F filing for Q3 2026, filed 8 Oct 2026.