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Floyd Financial Group’s McDonald's MCD Stock Holding History

Floyd Financial Group’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
-1,896
Closed -$510K – 65
2026
Q2 		$510K Sell
1,896
-264
-12% -$75.7K 0.33% 54
2026
Q1 		$662K Buy
2,160
+1
+0% +$319 0.44% 50
2025
Q4 		$711K Buy
2,159
+25
+1% +$7.66K 0.48% 49
2025
Q3 		$641K Buy
2,134
+150
+8% +$45.7K 0.47% 42
2025
Q2 		$584K Sell
1,984
-349
-15% -$108K 0.54% 34
2025
Q1 		$729K Buy
2,333
+59
+3% +$17.6K 0.66% 39
2024
Q4 		$642K Buy
+2,274
New +$678K 0.53% 44

Other funds holding MCD

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co Frankfurt, Germany $11.5B AUM 29.17% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Floyd Financial Group's MCD Position: Q3 2026 in Review

Floyd Financial Group sold out of McDonald's (MCD) in Q3 2026, closing a stake of 1,896 shares — an estimated $510K sold.

Floyd Financial Group first reported a position in MCD in Q4 2024 and held it in 7 quarters. The position peaked at $729K in Q1 2025. 1,472 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Floyd Financial Group reported no remaining McDonald's position as of Q3 2026 after selling out during the quarter.
  • Floyd Financial Group sold 1,896 McDonald's shares in Q3 2026, an estimated $510K.
  • Floyd Financial Group first reported a position in McDonald's in Q4 2024 and held it in 7 quarters.
  • Floyd Financial Group's McDonald's position peaked at $729K in Q1 2025.
  • 1,472 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

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