DSG Capital Advisors
MCD icon

DSG Capital Advisors’s McDonald's MCD Stock Holding History

DSG Capital Advisors’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 		$520K Buy
2,254
+1
+0% +$263 0.07% 95
2026
Q2 		$606K Sell
2,253
-51
-2% -$14.6K 0.09% 90
2026
Q1 		$716K Hold
2,304
– – 0.11% 84
2025
Q4 		$711K Buy
2,304
+1
+0% +$306 0.11% 86
2025
Q3 		$700K Sell
2,303
-10
-0.4% -$3.04K 0.11% 82
2025
Q2 		$676K Buy
2,313
+1
+0% +$308 0.12% 88
2025
Q1 		$722K Buy
2,312
+30
+1% +$8.97K 0.15% 81
2024
Q4 		$662K Buy
+2,282
New +$680K 0.12% 86

Other funds holding MCD

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

DSG Capital Advisors's MCD Position: Q3 2026 in Review

DSG Capital Advisors increased its McDonald's (MCD) stake by 0.04% in Q3 2026, buying an estimated $263 and bringing the position to 2,254 shares worth $520K. The position accounts for 0.07% of the portfolio, ranked #95.

DSG Capital Advisors first reported a position in MCD in Q4 2024 and has held it in 8 quarters since. The position peaked at $722K in Q1 2025. 2,914 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • DSG Capital Advisors held 2,254 shares of McDonald's worth $520K as of Q3 2026.
  • DSG Capital Advisors bought 1 McDonald's share in Q3 2026, an estimated $263.
  • McDonald's made up 0.07% of DSG Capital Advisors's portfolio in Q3 2026, its #95 holding.
  • DSG Capital Advisors first reported a position in McDonald's in Q4 2024 and has held it in 8 quarters since.
  • DSG Capital Advisors's McDonald's position peaked at $722K in Q1 2025.
  • 2,914 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on DSG Capital Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.