Francis Financial’s McDonald's MCD Stock Holding History

Francis Financial’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	$812K	Sell	3,518 -133	-4%	-$35K	0.13%	61
2026 Q2	$987K	Sell	3,651 -34	-0.9%	-$9.7K	0.16%	58
2026 Q1	$1.15M	Sell	3,685 -252	-6%	-$80.3K	0.21%	46
2025 Q4	$1.2M	Buy	3,937 +18	+0.5%	+$5.51K	0.23%	46
2025 Q3	$1.29M	Sell	3,919 -6	-0.2%	-$1.83K	0.23%	44
2025 Q2	$1.15M	Sell	3,925 -1,073	-21%	-$331K	0.26%	39
2025 Q1	$1.56M	Buy	4,998 +3,304	+195%	+$988K	0.38%	33
2024 Q4	$381K	Buy	1,694 +503	+42%	+$150K	0.1%	65
2024 Q3	$363K	Buy	1,191 +94	+9%	+$25.9K	0.1%	64
2024 Q2	$280K	Buy	1,097 +29	+3%	+$7.69K	0.08%	72
2024 Q1	$301K	Hold	1,068	–	–	0.1%	58
2023 Q4	$317K	Buy	1,068 +56	+6%	+$15.2K	0.14%	47
2023 Q3	$267K	Hold	1,012	–	–	0.14%	41
2023 Q2	$302K	Hold	1,012	–	–	0.16%	38
2023 Q1	$283K	Buy	1,012 +112	+12%	+$30K	0.19%	37
2022 Q4	$237K	Buy	900 +6	+0.7%	+$1.58K	0.22%	35
2022 Q3	$206K	Hold	894	–	–	0.21%	35
2022 Q2	$224K	Buy	+894	New	+$220K	0.2%	37

Other funds holding MCD

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Francis Financial's MCD Position: Q3 2026 in Review

Francis Financial reduced its McDonald's (MCD) stake by 3.6% in Q3 2026, selling an estimated $35K and leaving 3,518 shares worth $812K. The position accounts for 0.13% of the portfolio, ranked #61.

Francis Financial first reported a position in MCD in Q2 2022 and has held it in 18 quarters since. The position peaked at $1.56M in Q1 2025. 2,305 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

Francis Financial held 3,518 shares of McDonald's worth $812K as of Q3 2026.
Francis Financial sold 133 McDonald's shares in Q3 2026, an estimated $35K.
McDonald's made up 0.13% of Francis Financial's portfolio in Q3 2026, its #61 holding.
Francis Financial first reported a position in McDonald's in Q2 2022 and has held it in 18 quarters since.
Francis Financial's McDonald's position peaked at $1.56M in Q1 2025.
2,305 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Francis Financial's 13F filing for Q3 2026, filed 9 Nov 2026.