Global Assets Advisory’s McDonald's MCD Stock Holding History

Global Assets Advisory’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	$398K	Sell	1,714 -92	-5%	-$24.2K	0.09%	218
2026 Q2	$490K	Buy	1,806 +350	+24%	+$100K	0.11%	195
2026 Q1	$453K	Buy	1,456 +8	+0.6%	+$2.55K	0.13%	135
2025 Q4	$443K	Sell	1,448 -10	-0.7%	-$3.06K	0.13%	166
2025 Q3	$443K	Buy	1,458 +7	+0.5%	+$2.13K	0.13%	162
2025 Q2	$432K	Buy	+1,451	New	+$447K	0.17%	127
2024 Q4	–	Sell	-1,549	Closed	-$469K	–	164
2024 Q3	$469K	Buy	+1,549	New	+$427K	0.26%	86
2024 Q2	–	Sell	-675	Closed	-$189K	–	325
2024 Q1	$189K	Buy	+675	New	+$196K	0.11%	138

Other funds holding MCD

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

B. Metzler seel. Sohn & Co Frankfurt, Germany $11.5B AUM 29.17% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Global Assets Advisory's MCD Position: Q3 2026 in Review

Global Assets Advisory reduced its McDonald's (MCD) stake by 5.1% in Q3 2026, selling an estimated $24.2K and leaving 1,714 shares worth $398K. The position accounts for 0.09% of the portfolio, ranked #218.

Global Assets Advisory first reported a position in MCD in Q1 2024 and has held it in 8 quarters since. The position peaked at $490K in Q2 2026. 1,691 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

Global Assets Advisory held 1,714 shares of McDonald's worth $398K as of Q3 2026.
Global Assets Advisory sold 92 McDonald's shares in Q3 2026, an estimated $24.2K.
McDonald's made up 0.09% of Global Assets Advisory's portfolio in Q3 2026, its #218 holding.
Global Assets Advisory first reported a position in McDonald's in Q1 2024 and has held it in 8 quarters since.
Global Assets Advisory's McDonald's position peaked at $490K in Q2 2026.
1,691 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Global Assets Advisory's 13F filing for Q3 2026, filed 28 Oct 2026.