Guardian Partners’s McDonald's MCD Stock Holding History

Guardian 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	$11M	Buy	47,442 +405	+0.9%	+$107K	0.97%	28
2026 Q2	$12.7M	Sell	47,037 -7,283	-13%	-$2.09M	1.15%	25
2026 Q1	$16.9M	Sell	54,320 -174	-0.3%	-$55.4K	1.41%	21
2025 Q4	$17.6M	Buy	54,494 +1,002	+2%	+$307K	1.41%	18
2025 Q3	$16.1M	Sell	53,492 -4	-0%	-$1.22K	1.36%	21
2025 Q2	$15.7M	Buy	53,496 +350	+0.7%	+$108K	1.41%	19
2025 Q1	$16.9M	Sell	53,146 -376	-0.7%	-$112K	1.75%	14
2024 Q4	$15.4M	Buy	+53,522	New	+$16M	1.56%	17

Other funds holding MCD

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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

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

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Guardian Partners's MCD Position: Q3 2026 in Review

Guardian Partners increased its McDonald's (MCD) stake by 0.86% in Q3 2026, buying an estimated $107K and bringing the position to 47,442 shares worth $11M. The position accounts for 0.97% of the portfolio, ranked #28.

Guardian Partners first reported a position in MCD in Q4 2024 and has held it in 8 quarters since. The position peaked at $17.6M in Q4 2025. 2,165 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

Guardian Partners held 47,442 shares of McDonald's worth $11M as of Q3 2026.
Guardian Partners bought 405 McDonald's shares in Q3 2026, an estimated $107K.
McDonald's made up 0.97% of Guardian Partners's portfolio in Q3 2026, its #28 holding.
Guardian Partners first reported a position in McDonald's in Q4 2024 and has held it in 8 quarters since.
Guardian Partners's McDonald's position peaked at $17.6M in Q4 2025.
2,165 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Guardian Partners's 13F filing for Q3 2026, filed 21 Oct 2026.