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

Howard 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 		– Sell
-898
Closed -$243K – 242
2026
Q2 		$243K Hold
898
– – 0.03% 200
2026
Q1 		$279K Buy
898
+140
+18% +$44.6K 0.03% 180
2025
Q4 		$232K Buy
+758
New +$232K 0.03% 179
2023
Q2 		– Sell
-918
Closed -$257K – 151
2023
Q1 		$257K Buy
918
+60
+7% +$16.1K 0.06% 113
2022
Q4 		$226K Buy
+858
New +$226K 0.06% 120
2022
Q2 		– Sell
-913
Closed -$226K – 137
2022
Q1 		$226K Hold
913
– – 0.07% 120
2021
Q4 		$245K Buy
+913
New +$231K 0.07% 109

Other funds holding MCD

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co Frankfurt, Germany $11.5B AUM 29.17% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 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

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

Howard Financial Services sold out of McDonald's (MCD) in Q3 2026, closing a stake of 898 shares — an estimated $243K sold.

Howard Financial Services first reported a position in MCD in Q4 2021 and held it in 7 quarters. The position peaked at $279K in Q1 2026. 1,472 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Howard Financial Services reported no remaining McDonald's position as of Q3 2026 after selling out during the quarter.
  • Howard Financial Services sold 898 McDonald's shares in Q3 2026, an estimated $243K.
  • Howard Financial Services first reported a position in McDonald's in Q4 2021 and held it in 7 quarters.
  • Howard Financial Services's McDonald's position peaked at $279K in Q1 2026.
  • 1,472 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Howard Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.