Great Diamond Partners
MCD icon

Great Diamond Partners’s McDonald's MCD Stock Holding History

Great Diamond Partners’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 		$442K Sell
1,915
-9
-0.5% -$2.37K 0.07% 179
2026
Q2 		$520K Sell
1,924
-3
-0.2% -$860 0.09% 158
2026
Q1 		$599K Sell
1,927
-30
-2% -$9.6K 0.12% 147
2025
Q4 		$598K Buy
1,957
+28
+1% +$8.58K 0.12% 145
2025
Q3 		$586K Sell
1,929
-40
-2% -$12.2K 0.11% 146
2025
Q2 		$575K Buy
1,969
+174
+10% +$53.6K 0.12% 141
2025
Q1 		$561K Sell
1,795
-125
-7% -$37.4K 0.15% 107
2024
Q4 		$556K Buy
1,920
+40
+2% +$11.9K 0.14% 112
2024
Q3 		$572K Sell
1,880
-7,199
-79% -$1.98M 0.15% 111
2024
Q2 		$2.31M Sell
9,079
-646
-7% -$171K 0.54% 54
2024
Q1 		$2.74M Sell
9,725
-29
-0.3% -$8.43K 0.63% 45
2023
Q4 		$2.89M Sell
9,754
-17
-0.2% -$4.63K 0.71% 39
2023
Q3 		$2.57M Sell
9,771
-230
-2% -$65.6K 0.7% 38
2023
Q2 		$2.98M Sell
10,001
-72
-0.7% -$20.9K 0.79% 31
2023
Q1 		$2.82M Sell
10,073
-1,095
-10% -$293K 0.82% 34
2022
Q4 		$2.94M Sell
11,168
-148
-1% -$39K 0.91% 38
2022
Q3 		$2.61M Sell
11,316
-56
-0.5% -$14.3K 0.89% 36
2022
Q2 		$2.81M Buy
11,372
+86
+0.8% +$21.2K 0.93% 33
2022
Q1 		$2.79M Buy
11,286
+94
+0.8% +$23.4K 0.78% 37
2021
Q4 		$3M Sell
11,192
-2,341
-17% -$591K 0.77% 41
2021
Q3 		$3.26M Buy
13,533
+998
+8% +$238K 0.89% 32
2021
Q2 		$2.9M Buy
12,535
+222
+2% +$51.7K 0.82% 36
2021
Q1 		$2.76M Sell
12,313
-9
-0.1% -$1.92K 0.85% 35
2020
Q4 		$2.64M Buy
12,322
+653
+6% +$142K 0.84% 33
2020
Q3 		$2.56M Buy
11,669
+296
+3% +$60.8K 0.94% 29
2020
Q2 		$2.1M Sell
11,373
-98
-0.9% -$18K 0.87% 35
2020
Q1 		$1.9M Buy
11,471
+44
+0.4% +$8.67K 0.98% 30
2019
Q4 		$2.26M Buy
+11,427
New +$2.27M 0.86% 29

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

Great Diamond Partners's MCD Position: Q3 2026 in Review

Great Diamond Partners reduced its McDonald's (MCD) stake by 0.47% in Q3 2026, selling an estimated $2.37K and leaving 1,915 shares worth $442K. The position accounts for 0.07% of the portfolio, ranked #179.

Great Diamond Partners first reported a position in MCD in Q4 2019 and has held it in 28 quarters since. The position peaked at $3.26M in Q3 2021. 1,904 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Great Diamond Partners held 1,915 shares of McDonald's worth $442K as of Q3 2026.
  • Great Diamond Partners sold 9 McDonald's shares in Q3 2026, an estimated $2.37K.
  • McDonald's made up 0.07% of Great Diamond Partners's portfolio in Q3 2026, its #179 holding.
  • Great Diamond Partners first reported a position in McDonald's in Q4 2019 and has held it in 28 quarters since.
  • Great Diamond Partners's McDonald's position peaked at $3.26M in Q3 2021.
  • 1,904 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Great Diamond Partners's 13F filing for Q3 2026, filed 13 Oct 2026.