Dudley Capital Management’s McDonald's MCD Stock Holding History

Dudley Capital 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	–	Sell	-959	Closed	-$259K	–	151
2026 Q2	$259K	Sell	959 -20	-2%	-$5.74K	0.1%	134
2026 Q1	$304K	Hold	979	–	–	0.13%	103
2025 Q4	$299K	Sell	979 -25	-2%	-$7.66K	0.13%	108
2025 Q3	$305K	Sell	1,004 -25	-2%	-$7.61K	0.14%	107
2025 Q2	$301K	Sell	1,029 -75	-7%	-$23.1K	0.15%	101
2025 Q1	$345K	Sell	1,104 -4	-0.4%	-$1.2K	0.18%	89
2024 Q4	$321K	Sell	1,108 -12	-1%	-$3.58K	0.16%	95
2024 Q3	$341K	Hold	1,120	–	–	0.18%	89
2024 Q2	$285K	Hold	1,120	–	–	0.16%	91
2024 Q1	$314K	Hold	1,120	–	–	0.18%	87
2023 Q4	$332K	Hold	1,120	–	–	0.21%	86
2023 Q3	$295K	Buy	1,120 +275	+33%	+$78.4K	0.21%	85
2023 Q2	$252K	Buy	845 +20	+2%	+$5.81K	0.17%	89
2023 Q1	$231K	Hold	825	–	–	0.16%	98
2022 Q4	$217K	Buy	+825	New	+$218K	0.15%	104

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

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 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

Dudley Capital Management's MCD Position: Q3 2026 in Review

Dudley Capital Management sold out of McDonald's (MCD) in Q3 2026, closing a stake of 959 shares — an estimated $259K sold.

Dudley Capital Management first reported a position in MCD in Q4 2022 and held it in 15 quarters. The position peaked at $345K in Q1 2025. 1,545 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

Dudley Capital Management reported no remaining McDonald's position as of Q3 2026 after selling out during the quarter.
Dudley Capital Management sold 959 McDonald's shares in Q3 2026, an estimated $259K.
Dudley Capital Management first reported a position in McDonald's in Q4 2022 and held it in 15 quarters.
Dudley Capital Management's McDonald's position peaked at $345K in Q1 2025.
1,545 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Dudley Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.