Genesee Capital Advisors
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Genesee Capital Advisors’s McDonald's MCD Stock Holding History

Genesee Capital Advisors’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 		$452K Buy
1,958
+8
+0.4% +$2.11K 0.14% 111
2026
Q2 		$527K Sell
1,950
-2,078
-52% -$596K 0.17% 100
2026
Q1 		$1.25M Buy
4,028
+1
+0% +$319 0.52% 44
2025
Q4 		$1.23M Buy
4,027
+220
+6% +$67.4K 0.5% 48
2025
Q3 		$1.16M Buy
3,807
+21
+0.6% +$6.39K 0.5% 51
2025
Q2 		$1.11M Buy
3,786
+19
+0.5% +$5.86K 0.5% 52
2025
Q1 		$1.18M Sell
3,767
-16
-0.4% -$4.79K 0.59% 37
2024
Q4 		$1.1M Buy
3,783
+234
+7% +$69.8K 0.51% 46
2024
Q3 		$1.08M Buy
3,549
+15
+0.4% +$4.13K 0.52% 44
2024
Q2 		$901K Sell
3,534
-3,269
-48% -$867K 0.44% 51
2024
Q1 		$1.92M Sell
6,803
-30
-0.4% -$8.72K 1.05% 25
2023
Q4 		$2.03M Buy
6,833
+551
+9% +$150K 1.25% 18
2023
Q3 		$1.66M Sell
6,282
-302
-5% -$86.1K 1.19% 21
2023
Q2 		$1.96M Sell
6,584
-125
-2% -$36.3K 1.34% 17
2023
Q1 		$1.88M Sell
6,709
-49
-0.7% -$13.1K 1.33% 17
2022
Q4 		$1.78M Buy
6,758
+189
+3% +$49.9K 1.33% 16
2022
Q3 		$1.52M Buy
6,569
+35
+0.5% +$8.95K 1.15% 21
2022
Q2 		$1.61M Buy
6,534
+817
+14% +$201K 1.13% 23
2022
Q1 		$1.41M Buy
5,717
+304
+6% +$75.7K 0.74% 37
2021
Q4 		$1.45M Buy
5,413
+56
+1% +$14.1K 0.69% 40
2021
Q3 		$1.29M Buy
+5,357
New +$1.28M 0.64% 43
2021
Q2 		– Sell
-5,142
Closed -$1.15M – 94
2021
Q1 		$1.15M Sell
5,142
-88
-2% -$18.8K 0.68% 37
2020
Q4 		$1.12M Sell
5,230
-214
-4% -$46.5K 0.73% 38
2020
Q3 		$1.19M Sell
5,444
-52
-0.9% -$10.7K 0.99% 31
2020
Q2 		$1.01M Sell
5,496
-83
-1% -$15.2K 0.94% 35
2020
Q1 		$922K Buy
5,579
+23
+0.4% +$4.53K 0.88% 34
2019
Q4 		$1.1M Sell
5,556
-29
-0.5% -$5.75K 0.94% 34
2019
Q3 		$1.2M Buy
5,585
+333
+6% +$71.4K 1.11% 28
2019
Q2 		$1.09M Buy
+5,252
New +$1.04M 1.1% 28

Other funds holding MCD

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 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
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
Citigroup
Citigroup New York $308B AUM 40.94% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Genesee Capital Advisors's MCD Position: Q3 2026 in Review

Genesee Capital Advisors increased its McDonald's (MCD) stake by 0.41% in Q3 2026, buying an estimated $2.11K and bringing the position to 1,958 shares worth $452K. The position accounts for 0.14% of the portfolio, ranked #111.

Genesee Capital Advisors first reported a position in MCD in Q2 2019 and has held it in 29 quarters since. The position peaked at $2.03M in Q4 2023. 1,904 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Genesee Capital Advisors held 1,958 shares of McDonald's worth $452K as of Q3 2026.
  • Genesee Capital Advisors bought 8 McDonald's shares in Q3 2026, an estimated $2.11K.
  • McDonald's made up 0.14% of Genesee Capital Advisors's portfolio in Q3 2026, its #111 holding.
  • Genesee Capital Advisors first reported a position in McDonald's in Q2 2019 and has held it in 29 quarters since.
  • Genesee Capital Advisors's McDonald's position peaked at $2.03M in Q4 2023.
  • 1,904 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Genesee Capital Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.