Hofer & Associates’s McDonald's MCD Stock Holding History

Hofer & 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	–	Sell	-844	Closed	-$228K	–	109
2026 Q2	$228K	Buy	844 +18	+2%	+$5.16K	0.11%	65
2026 Q1	$257K	Sell	826 -50	-6%	-$15.9K	0.14%	53
2025 Q4	$268K	Buy	876 +19	+2%	+$5.82K	0.14%	52
2025 Q3	$260K	Buy	857 +26	+3%	+$7.91K	0.15%	51
2025 Q2	$243K	Sell	831 -171	-17%	-$52.7K	0.15%	49
2025 Q1	$313K	Sell	1,002 -1	-0.1%	-$299	0.21%	47
2024 Q4	$291K	Buy	1,003 +6	+0.6%	+$1.79K	0.2%	47
2024 Q3	$304K	Sell	997 -20	-2%	-$5.51K	0.21%	45
2024 Q2	$259K	Buy	1,017 +6	+0.6%	+$1.59K	0.2%	47
2024 Q1	$285K	Sell	1,011 -1	-0.1%	-$291	0.24%	42
2023 Q4	$300K	Sell	1,012 -29	-3%	-$7.89K	0.28%	40
2023 Q3	$274K	Hold	1,041	–	–	0.28%	40
2023 Q2	$311K	Sell	1,041 -85	-8%	-$24.7K	0.3%	39
2023 Q1	$297K	Hold	1,126	–	–	0.3%	42
2022 Q4	$297K	Hold	1,126	–	–	0.3%	42
2022 Q3	$260K	Buy	1,126 +11	+1%	+$2.81K	0.28%	43
2022 Q2	$275K	Buy	1,115 +27	+2%	+$6.65K	0.29%	42
2022 Q1	$269K	Buy	1,088 +320	+42%	+$79.7K	0.24%	45
2021 Q4	$206K	Buy	+768	New	+$194K	0.19%	50

Other funds holding MCD

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Hofer & Associates's MCD Position: Q3 2026 in Review

Hofer & Associates sold out of McDonald's (MCD) in Q3 2026, closing a stake of 844 shares — an estimated $228K sold.

Hofer & Associates first reported a position in MCD in Q4 2021 and held it in 19 quarters. The position peaked at $313K in Q1 2025. 958 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

Hofer & Associates reported no remaining McDonald's position as of Q3 2026 after selling out during the quarter.
Hofer & Associates sold 844 McDonald's shares in Q3 2026, an estimated $228K.
Hofer & Associates first reported a position in McDonald's in Q4 2021 and held it in 19 quarters.
Hofer & Associates's McDonald's position peaked at $313K in Q1 2025.
958 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

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