HMS Capital Management
MCD icon

HMS Capital Management’s McDonald's MCD Stock Holding History

HMS Capital Management’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 		$838K Buy
3,630
+86
+2% +$22.6K 0.32% 57
2026
Q2 		$958K Sell
3,544
-40
-1% -$11.5K 0.36% 59
2026
Q1 		$1.11M Sell
3,584
-328
-8% -$104K 0.43% 44
2025
Q4 		$1.2M Sell
3,912
-30
-0.8% -$9.19K 0.49% 44
2025
Q3 		$1.2M Sell
3,942
-54
-1% -$16.4K 0.5% 45
2025
Q2 		$1.17M Sell
3,996
-444
-10% -$137K 0.52% 44
2025
Q1 		$1.33M Sell
4,440
-21
-0.5% -$6.28K 0.74% 40
2024
Q4 		$1.29M Sell
4,461
-36
-0.8% -$10.7K 0.63% 43
2024
Q3 		$1.37M Buy
4,497
+373
+9% +$103K 0.67% 42
2024
Q2 		$1.05M Sell
4,124
-31
-0.7% -$8.22K 0.55% 46
2024
Q1 		$1.17M Sell
4,155
-286
-6% -$83.2K 0.65% 43
2023
Q4 		$1.32M Sell
4,441
-102
-2% -$27.8K 0.81% 36
2023
Q3 		$1.2M Sell
4,543
-107
-2% -$30.5K 0.79% 35
2023
Q2 		$1.39M Sell
4,650
-94
-2% -$27.3K 0.84% 30
2023
Q1 		$1.33M Sell
4,744
-133
-3% -$35.6K 0.84% 31
2022
Q4 		$1.29M Sell
4,877
-254
-5% -$67K 0.74% 28
2022
Q3 		$1.18M Buy
5,131
+23
+0.5% +$5.88K 0.72% 33
2022
Q2 		$1.26M Buy
5,108
+1,853
+57% +$456K 0.63% 31
2022
Q1 		$805K Buy
+3,255
New +$811K 0.34% 66
2021
Q2 		– Sell
-1,257
Closed -$282K – 143
2021
Q1 		$282K Sell
1,257
-1,079
-46% -$231K 0.12% 107
2020
Q4 		$501K Sell
2,336
-13
-0.6% -$2.83K 0.23% 82
2020
Q3 		$516K Sell
2,349
-2,836
-55% -$582K 0.2% 94
2020
Q2 		$956K Buy
5,185
+2,371
+84% +$435K 0.42% 50
2020
Q1 		$465K Sell
2,814
-2,732
-49% -$538K 0.45% 49
2019
Q4 		$1.1M Buy
5,546
+78
+1% +$15.5K 0.46% 56
2019
Q3 		$1.17M Sell
5,468
-116
-2% -$24.9K 0.44% 65
2019
Q2 		$1.16M Sell
5,584
-284
-5% -$56.3K 0.5% 47
2019
Q1 		$1.11M Buy
5,868
+631
+12% +$115K 0.47% 60
2018
Q4 		$930K Buy
+5,237
New +$929K 0.47% 65

Other funds holding MCD

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 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
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

HMS Capital Management's MCD Position: Q3 2026 in Review

HMS Capital Management increased its McDonald's (MCD) stake by 2.4% in Q3 2026, buying an estimated $22.6K and bringing the position to 3,630 shares worth $838K. The position accounts for 0.32% of the portfolio, ranked #57.

HMS Capital Management first reported a position in MCD in Q4 2018 and has held it in 29 quarters since. The position peaked at $1.39M in Q2 2023. 2,019 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • HMS Capital Management held 3,630 shares of McDonald's worth $838K as of Q3 2026.
  • HMS Capital Management bought 86 McDonald's shares in Q3 2026, an estimated $22.6K.
  • McDonald's made up 0.32% of HMS Capital Management's portfolio in Q3 2026, its #57 holding.
  • HMS Capital Management first reported a position in McDonald's in Q4 2018 and has held it in 29 quarters since.
  • HMS Capital Management's McDonald's position peaked at $1.39M in Q2 2023.
  • 2,019 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on HMS Capital Management's 13F filing for Q3 2026, filed 20 Oct 2026.