Hoxton Planning & Management’s McDonald's MCD Stock Holding History

Hoxton Planning & 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	–	Sell	-872	Closed	-$236K	–	234
2026 Q2	$236K	Sell	872 -69	-7%	-$19.8K	0.06%	208
2026 Q1	$293K	Sell	941 -20	-2%	-$6.37K	0.09%	164
2025 Q4	$294K	Buy	961 +17	+2%	+$5.21K	0.09%	163
2025 Q3	$287K	Sell	944 -25	-3%	-$7.61K	0.09%	159
2025 Q2	$283K	Sell	969 -44	-4%	-$13.6K	0.1%	161
2025 Q1	$316K	Buy	1,013 +13	+1%	+$3.89K	0.12%	144
2024 Q4	$290K	Buy	1,000 +23	+2%	+$6.86K	0.11%	161
2024 Q3	$297K	Buy	+977	New	+$269K	0.12%	154
2024 Q2	–	Sell	-786	Closed	-$222K	–	165
2024 Q1	$222K	Buy	+786	New	+$229K	0.11%	144

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

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

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

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Hoxton Planning & Management's MCD Position: Q3 2026 in Review

Hoxton Planning & Management sold out of McDonald's (MCD) in Q3 2026, closing a stake of 872 shares — an estimated $236K sold.

Hoxton Planning & Management first reported a position in MCD in Q1 2024 and held it in 9 quarters. The position peaked at $316K in Q1 2025. 771 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

Hoxton Planning & Management reported no remaining McDonald's position as of Q3 2026 after selling out during the quarter.
Hoxton Planning & Management sold 872 McDonald's shares in Q3 2026, an estimated $236K.
Hoxton Planning & Management first reported a position in McDonald's in Q1 2024 and held it in 9 quarters.
Hoxton Planning & Management's McDonald's position peaked at $316K in Q1 2025.
771 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Hoxton Planning & Management's 13F filing for Q3 2026, filed 15 Oct 2026.