Horizon Financial Services’s McDonald's MCD Stock Holding History

Horizon Financial Services’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	$24.9K	Sell	108 -30	-22%	-$7.9K	0.01%	226
2026 Q2	$37.3K	Buy	138 +64	+86%	+$18.4K	0.01%	181
2026 Q1	$23K	Buy	74 +56	+311%	+$17.8K	0.01%	162
2025 Q4	$5.5K	Hold	18	–	–	﹤0.01%	249
2025 Q3	$5.47K	Buy	18 +10	+125%	+$3.04K	﹤0.01%	266
2025 Q2	$2.34K	Buy	8 +3	+60%	+$925	﹤0.01%	217
2025 Q1	$1.56K	Sell	5 -1	-17%	-$299	﹤0.01%	183
2024 Q4	$1.74K	Hold	6	–	–	﹤0.01%	179
2024 Q3	$1.83K	Hold	6	–	–	﹤0.01%	181
2024 Q2	$1.53K	Hold	6	–	–	﹤0.01%	187
2024 Q1	$1.69K	Buy	+6	New	+$1.74K	﹤0.01%	185

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

Horizon Financial Services's MCD Position: Q3 2026 in Review

Horizon Financial Services reduced its McDonald's (MCD) stake by 22% in Q3 2026, selling an estimated $7.9K and leaving 108 shares worth $24.9K. The position accounts for 0.01% of the portfolio, ranked #226.

Horizon Financial Services first reported a position in MCD in Q1 2024 and has held it in 11 quarters since. The position peaked at $37.3K in Q2 2026. 2,019 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

Horizon Financial Services held 108 shares of McDonald's worth $24.9K as of Q3 2026.
Horizon Financial Services sold 30 McDonald's shares in Q3 2026, an estimated $7.9K.
McDonald's made up 0.01% of Horizon Financial Services's portfolio in Q3 2026, its #226 holding.
Horizon Financial Services first reported a position in McDonald's in Q1 2024 and has held it in 11 quarters since.
Horizon Financial Services's McDonald's position peaked at $37.3K in Q2 2026.
2,019 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Horizon Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.