Financial Management Network’s McDonald's MCD Stock Holding History

Financial Management Network’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	$705K	Sell	3,041 -8	-0.3%	-$2.11K	0.1%	119
2026 Q2	$816K	Sell	3,049 -100	-3%	-$28.7K	0.12%	105
2026 Q1	$975K	Sell	3,149 -689	-18%	-$220K	0.15%	87
2025 Q4	$1.16M	Sell	3,838 -174	-4%	-$53.3K	0.18%	73
2025 Q3	$1.19M	Buy	4,012 +6	+0.1%	+$1.83K	0.2%	73
2025 Q2	$1.18M	Sell	4,006 -57	-1%	-$17.6K	0.21%	70
2025 Q1	$1.22M	Buy	4,063 +6	+0.1%	+$1.79K	0.27%	64
2024 Q4	$1.2M	Sell	4,057 -295	-7%	-$88K	0.25%	64
2024 Q3	$1.32M	Buy	4,352 +5	+0.1%	+$1.38K	0.28%	65
2024 Q2	$1.09M	Sell	4,347 -576	-12%	-$153K	0.26%	66
2024 Q1	$1.33M	Sell	4,923 -268	-5%	-$77.9K	0.34%	57
2023 Q4	$1.5M	Buy	5,191 +176	+4%	+$47.9K	0.44%	43
2023 Q3	$1.28M	Buy	5,015 +447	+10%	+$127K	0.42%	45
2023 Q2	$1.35M	Buy	4,568 +3	+0.1%	+$872	0.47%	41
2023 Q1	$1.29M	Buy	4,565 +69	+2%	+$18.5K	0.52%	38
2022 Q4	$1.19M	Buy	4,496 +289	+7%	+$76.2K	0.53%	38
2022 Q3	$1M	Buy	4,207 +303	+8%	+$77.4K	0.5%	42
2022 Q2	$987K	Buy	3,904 +438	+13%	+$108K	0.52%	43
2022 Q1	$856K	Buy	3,466 +58	+2%	+$14.4K	0.43%	46
2021 Q4	$915K	Buy	3,408 +42	+1%	+$10.6K	0.42%	51
2021 Q3	$818K	Sell	3,366 -82	-2%	-$19.6K	0.41%	54
2021 Q2	$806K	Buy	3,448 +2	+0.1%	+$465	0.41%	52
2021 Q1	$812K	Buy	3,446 +155	+5%	+$33.1K	0.42%	51
2020 Q4	$703K	Buy	+3,291	New	+$716K	0.43%	49

Other funds holding MCD

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

QPBE

Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Financial Management Network's MCD Position: Q3 2026 in Review

Financial Management Network reduced its McDonald's (MCD) stake by 0.26% in Q3 2026, selling an estimated $2.11K and leaving 3,041 shares worth $705K. The position accounts for 0.1% of the portfolio, ranked #119.

Financial Management Network first reported a position in MCD in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.5M in Q4 2023. 179 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

Financial Management Network held 3,041 shares of McDonald's worth $705K as of Q3 2026.
Financial Management Network sold 8 McDonald's shares in Q3 2026, an estimated $2.11K.
McDonald's made up 0.1% of Financial Management Network's portfolio in Q3 2026, its #119 holding.
Financial Management Network first reported a position in McDonald's in Q4 2020 and has held it in 24 quarters since.
Financial Management Network's McDonald's position peaked at $1.5M in Q4 2023.
179 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Financial Management Network's 13F filing for Q3 2026, filed 9 Oct 2026.