Diversified Enterprises’s McDonald's MCD Stock Holding History

Diversified Enterprises’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	$1.56M	Sell	6,771 -562	-8%	-$148K	0.07%	122
2026 Q2	$1.98M	Sell	7,333 -171	-2%	-$49K	0.1%	97
2026 Q1	$2.33M	Buy	7,504 +608	+9%	+$194K	0.13%	79
2025 Q4	$2.11M	Buy	6,896 +2,789	+68%	+$854K	0.13%	75
2025 Q3	$1.25M	Sell	4,107 -197	-5%	-$60K	0.08%	85
2025 Q2	$1.26M	Buy	4,304 +273	+7%	+$84.2K	0.09%	81
2025 Q1	$1.26M	Buy	4,031 +511	+15%	+$153K	0.11%	76
2024 Q4	$1.02M	Buy	3,520 +406	+13%	+$121K	0.1%	79
2024 Q3	$948K	Buy	+3,114	New	+$858K	0.1%	76

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

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

UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

Diversified Enterprises's MCD Position: Q3 2026 in Review

Diversified Enterprises reduced its McDonald's (MCD) stake by 7.7% in Q3 2026, selling an estimated $148K and leaving 6,771 shares worth $1.56M. The position accounts for 0.07% of the portfolio, ranked #122.

Diversified Enterprises first reported a position in MCD in Q3 2024 and has held it in 9 quarters since. The position peaked at $2.33M in Q1 2026. 1,441 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

Diversified Enterprises held 6,771 shares of McDonald's worth $1.56M as of Q3 2026.
Diversified Enterprises sold 562 McDonald's shares in Q3 2026, an estimated $148K.
McDonald's made up 0.07% of Diversified Enterprises's portfolio in Q3 2026, its #122 holding.
Diversified Enterprises first reported a position in McDonald's in Q3 2024 and has held it in 9 quarters since.
Diversified Enterprises's McDonald's position peaked at $2.33M in Q1 2026.
1,441 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Diversified Enterprises's 13F filing for Q3 2026, filed 19 Oct 2026.