Global Financial Private Client
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Global Financial Private Client’s McDonald's MCD Stock Holding History

Global Financial Private Client’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 		$1.39M Buy
6,033
+14
+0.2% +$3.68K 0.38% 77
2026
Q2 		$1.63M Buy
6,019
+67
+1% +$19.2K 0.44% 63
2026
Q1 		$1.85M Buy
5,952
+108
+2% +$34.4K 0.61% 46
2025
Q4 		$1.79M Sell
5,844
-115
-2% -$35.2K 0.63% 44
2025
Q3 		$1.81M Sell
5,959
-418
-7% -$127K 0.65% 45
2025
Q2 		$1.86M Buy
6,377
+44
+0.7% +$13.6K 0.7% 36
2025
Q1 		$1.98M Sell
6,333
-10
-0.2% -$2.99K 0.76% 27
2024
Q4 		$1.84M Buy
6,343
+25
+0.4% +$7.46K 0.69% 32
2024
Q3 		$1.92M Buy
6,318
+44
+0.7% +$12.1K 0.75% 26
2024
Q2 		$1.6M Sell
6,274
-1,737
-22% -$461K 0.67% 32
2024
Q1 		$2.24M Buy
8,011
+83
+1% +$24.1K 0.97% 17
2023
Q4 		$2.35M Buy
7,928
+417
+6% +$113K 1.1% 14
2023
Q3 		$1.94M Sell
7,511
-4
-0.1% -$1.14K 1% 18
2023
Q2 		$2.22M Sell
7,515
-657
-8% -$191K 1.09% 17
2023
Q1 		$2.31M Buy
8,172
+618
+8% +$166K 1.19% 19
2022
Q4 		$1.99M Buy
7,554
+680
+10% +$179K 1.11% 21
2022
Q3 		$1.62M Buy
6,874
+133
+2% +$34K 0.93% 24
2022
Q2 		$1.71M Sell
6,741
-1,255
-16% -$309K 0.96% 25
2022
Q1 		$1.99M Buy
7,996
+560
+8% +$139K 0.96% 23
2021
Q4 		$1.99M Sell
7,436
-343
-4% -$86.6K 0.96% 24
2021
Q3 		$1.89M Buy
7,779
+186
+2% +$44.4K 0.97% 24
2021
Q2 		$1.76M Buy
7,593
+575
+8% +$134K 0.98% 20
2021
Q1 		$1.58M Buy
7,018
+2
+0% +$428 1.13% 20
2020
Q4 		$1.51M Sell
7,016
-348
-5% -$75.7K 1.2% 21
2020
Q3 		$1.62M Buy
7,364
+169
+2% +$34.7K 1.4% 19
2020
Q2 		$1.33M Buy
7,195
+118
+2% +$21.6K 1.16% 22
2020
Q1 		$1.12M Sell
7,077
-5
-0.1% -$985 1.18% 17
2019
Q4 		$1.4M Buy
+7,082
New +$1.4M 1.17% 18

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

Global Financial Private Client's MCD Position: Q3 2026 in Review

Global Financial Private Client increased its McDonald's (MCD) stake by 0.23% in Q3 2026, buying an estimated $3.68K and bringing the position to 6,033 shares worth $1.39M. The position accounts for 0.38% of the portfolio, ranked #77.

Global Financial Private Client first reported a position in MCD in Q4 2019 and has held it in 28 quarters since. The position peaked at $2.35M in Q4 2023. 1,918 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Global Financial Private Client held 6,033 shares of McDonald's worth $1.39M as of Q3 2026.
  • Global Financial Private Client bought 14 McDonald's shares in Q3 2026, an estimated $3.68K.
  • McDonald's made up 0.38% of Global Financial Private Client's portfolio in Q3 2026, its #77 holding.
  • Global Financial Private Client first reported a position in McDonald's in Q4 2019 and has held it in 28 quarters since.
  • Global Financial Private Client's McDonald's position peaked at $2.35M in Q4 2023.
  • 1,918 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Global Financial Private Client's 13F filing for Q3 2026, filed 15 Oct 2026.