Harold Davidson & Associates’s McDonald's MCD Stock Holding History

Harold Davidson & Associates’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	$1.01M	Sell	4,361 -544	-11%	-$143K	0.41%	37
2026 Q2	$1.33M	Sell	4,905 -1,674	-25%	-$480K	0.58%	33
2026 Q1	$2.04M	Sell	6,579 -223	-3%	-$71K	0.99%	25
2025 Q4	$2.08M	Sell	6,802 -335	-5%	-$103K	0.92%	24
2025 Q3	$2.17M	Buy	7,137 +2,192	+44%	+$667K	0.99%	25
2025 Q2	$1.44M	Sell	4,945 -3,623	-42%	-$1.12M	0.94%	23
2025 Q1	$2.68M	Sell	8,568 -319	-4%	-$95.4K	1.46%	19
2024 Q4	$2.58M	Buy	+8,887	New	+$2.65M	1.23%	22

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

Harold Davidson & Associates's MCD Position: Q3 2026 in Review

Harold Davidson & Associates reduced its McDonald's (MCD) stake by 11% in Q3 2026, selling an estimated $143K and leaving 4,361 shares worth $1.01M. The position accounts for 0.41% of the portfolio, ranked #37.

Harold Davidson & Associates first reported a position in MCD in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.68M in Q1 2025. 2,151 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

Harold Davidson & Associates held 4,361 shares of McDonald's worth $1.01M as of Q3 2026.
Harold Davidson & Associates sold 544 McDonald's shares in Q3 2026, an estimated $143K.
McDonald's made up 0.41% of Harold Davidson & Associates's portfolio in Q3 2026, its #37 holding.
Harold Davidson & Associates first reported a position in McDonald's in Q4 2024 and has held it in 8 quarters since.
Harold Davidson & Associates's McDonald's position peaked at $2.68M in Q1 2025.
2,151 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Harold Davidson & Associates's 13F filing for Q3 2026, filed 29 Oct 2026.