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ERn Financial LLC’s McDonald's MCD Stock Holding History

ERn Financial LLC’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
-853
Closed -$231K – 167
2026
Q2 		$231K Sell
853
-8
-0.9% -$2.29K 0.04% 148
2026
Q1 		$268K Sell
861
-10
-1% -$3.19K 0.05% 129
2025
Q4 		$266K Sell
871
-20
-2% -$6.13K 0.05% 128
2025
Q3 		$271K Sell
891
-13
-1% -$3.96K 0.05% 123
2025
Q2 		$264K Sell
904
-524
-37% -$162K 0.06% 126
2025
Q1 		$446K Sell
1,428
-196
-12% -$58.6K 0.07% 145
2024
Q4 		$471K Buy
1,624
+48
+3% +$14.3K 0.07% 148
2024
Q3 		$480K Buy
1,576
+12
+0.8% +$3.31K 0.07% 144
2024
Q2 		$399K Sell
1,564
-25
-2% -$6.63K 0.07% 149
2024
Q1 		$448K Sell
1,589
-1
-0.1% -$291 0.08% 142
2023
Q4 		$468K Buy
1,590
+8
+0.5% +$2.18K 0.09% 134
2023
Q3 		$417K Sell
1,582
-67
-4% -$19.1K 0.09% 133
2023
Q2 		$492K Sell
1,649
-1
-0.1% -$291 0.1% 125
2023
Q1 		$461K Buy
1,650
+28
+2% +$7.5K 0.1% 125
2022
Q4 		$427K Buy
1,622
+162
+11% +$42.7K 0.1% 125
2022
Q3 		$337K Buy
1,460
+527
+56% +$135K 0.09% 135
2022
Q2 		$230K Sell
933
-394
-30% -$97K 0.06% 152
2022
Q1 		$328K Sell
1,327
-289
-18% -$72K 0.07% 131
2021
Q4 		$433K Hold
1,616
– – 0.1% 108
2021
Q3 		$390K Buy
+1,616
New +$386K 0.1% 101

Other funds holding MCD

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

ERn Financial LLC's MCD Position: Q3 2026 in Review

ERn Financial LLC sold out of McDonald's (MCD) in Q3 2026, closing a stake of 853 shares — an estimated $231K sold.

ERn Financial LLC first reported a position in MCD in Q3 2021 and held it in 20 quarters. The position peaked at $492K in Q2 2023. 2,114 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • ERn Financial LLC reported no remaining McDonald's position as of Q3 2026 after selling out during the quarter.
  • ERn Financial LLC sold 853 McDonald's shares in Q3 2026, an estimated $231K.
  • ERn Financial LLC first reported a position in McDonald's in Q3 2021 and held it in 20 quarters.
  • ERn Financial LLC's McDonald's position peaked at $492K in Q2 2023.
  • 2,114 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on ERn Financial LLC's 13F filing for Q3 2026, filed 28 Oct 2026.