Econ Financial Services
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Econ Financial Services’s McDonald's MCD Stock Holding History

Econ Financial Services’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 		$954K Buy
+4,133
New +$1.09M 0.4% 64
2026
Q2 		– Sell
-13,906
Closed -$4.32M – 82
2026
Q1 		$4.32M Buy
13,906
+636
+5% +$203K 2.01% 17
2025
Q4 		$4.06M Buy
+13,270
New +$4.06M 2.03% 12
2025
Q2 		– Sell
-3,917
Closed -$1.22M – 99
2025
Q1 		$1.22M Buy
+3,917
New +$1.17M 0.65% 54

Other funds holding MCD

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Econ Financial Services's MCD Position: Q3 2026 in Review

Econ Financial Services opened a new position in McDonald's (MCD) in Q3 2026: 4,133 shares worth $954K. The stake represents 0.4% of the portfolio and ranks #64 among its holdings. This is a return to the name: Econ Financial Services previously reported a position in MCD as recently as Q1 2026.

Econ Financial Services first reported a position in MCD in Q1 2025 and has held it in 4 quarters since. The position peaked at $4.32M in Q1 2026. 2,305 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Econ Financial Services held 4,133 shares of McDonald's worth $954K as of Q3 2026.
  • McDonald's was a new Econ Financial Services position in Q3 2026.
  • McDonald's made up 0.4% of Econ Financial Services's portfolio in Q3 2026, its #64 holding.
  • Econ Financial Services first reported a position in McDonald's in Q1 2025 and has held it in 4 quarters since.
  • Econ Financial Services's McDonald's position peaked at $4.32M in Q1 2026.
  • 2,305 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Econ Financial Services's 13F filing for Q3 2026, filed 19 Oct 2026.