Herold Advisors
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Herold Advisors’s McDonald's MCD Stock Holding History

Herold Advisors’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 		$1.11M Sell
4,798
-147
-3% -$38.7K 0.22% 106
2026
Q2 		$1.34M Sell
4,945
-15
-0.3% -$4.3K 0.26% 94
2026
Q1 		$1.54M Sell
4,960
-9
-0.2% -$2.87K 0.34% 79
2025
Q4 		$1.52M Buy
4,969
+75
+2% +$23K 0.34% 79
2025
Q3 		$1.49M Buy
4,894
+109
+2% +$33.2K 0.34% 78
2025
Q2 		$1.4M Sell
4,785
-672
-12% -$207K 0.29% 96
2025
Q1 		$1.7M Buy
5,457
+189
+4% +$56.5K 0.37% 80
2024
Q4 		$1.53M Buy
5,268
+261
+5% +$77.8K 0.33% 82
2024
Q3 		$1.52M Buy
5,007
+35
+0.7% +$9.6K 0.33% 82
2024
Q2 		$1.27M Hold
4,972
– – 0.29% 95
2024
Q1 		$1.4M Buy
4,972
+88
+2% +$25.6K 0.34% 82
2023
Q4 		$1.45M Sell
4,884
-100
-2% -$27.2K 0.4% 73
2023
Q3 		$1.31M Buy
4,984
+86
+2% +$24.5K 0.4% 71
2023
Q2 		$1.46M Sell
4,898
-93
-2% -$27K 0.45% 65
2023
Q1 		$1.4M Sell
4,991
-196
-4% -$52.5K 0.48% 65
2022
Q4 		$1.37M Buy
5,187
+200
+4% +$52.8K 0.58% 54
2022
Q3 		$1.15M Sell
4,987
-150
-3% -$38.3K 0.55% 60
2022
Q2 		$1.27M Hold
5,137
– – 0.57% 62
2022
Q1 		$1.27M Sell
5,137
-100
-2% -$24.9K 0.45% 71
2021
Q4 		$1.4M Sell
5,237
-100
-2% -$25.2K 0.54% 66
2021
Q3 		$1.29M Buy
+5,337
New +$1.27M 0.5% 68

Other funds holding MCD

Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Herold Advisors's MCD Position: Q3 2026 in Review

Herold Advisors reduced its McDonald's (MCD) stake by 3% in Q3 2026, selling an estimated $38.7K and leaving 4,798 shares worth $1.11M. The position accounts for 0.22% of the portfolio, ranked #106.

Herold Advisors first reported a position in MCD in Q3 2021 and has held it in 21 quarters since. The position peaked at $1.7M in Q1 2025. 1,046 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Herold Advisors held 4,798 shares of McDonald's worth $1.11M as of Q3 2026.
  • Herold Advisors sold 147 McDonald's shares in Q3 2026, an estimated $38.7K.
  • McDonald's made up 0.22% of Herold Advisors's portfolio in Q3 2026, its #106 holding.
  • Herold Advisors first reported a position in McDonald's in Q3 2021 and has held it in 21 quarters since.
  • Herold Advisors's McDonald's position peaked at $1.7M in Q1 2025.
  • 1,046 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Herold Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.