Hughes Financial Services
MCD icon

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

Hughes 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 		$328K Sell
1,273
-41
-3% -$10.8K 0.04% 66
2026
Q2 		$355K Hold
1,314
– – 0.05% 63
2026
Q1 		$408K Buy
1,314
+11
+0.8% +$3.5K 0.06% 53
2025
Q4 		$398K Buy
1,303
+132
+11% +$40.4K 0.06% 52
2025
Q3 		$350K Buy
1,171
+12
+1% +$3.65K 0.06% 53
2025
Q2 		$357K Sell
1,159
-8
-0.7% -$2.47K 0.06% 49
2025
Q1 		$366K Buy
1,167
+9
+0.8% +$2.69K 0.07% 47
2024
Q4 		$336K Buy
+1,158
New +$345K 0.07% 46

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
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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

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

Hughes Financial Services reduced its McDonald's (MCD) stake by 3.1% in Q3 2026, selling an estimated $10.8K and leaving 1,273 shares worth $328K. The position accounts for 0.04% of the portfolio, ranked #66.

Hughes Financial Services first reported a position in MCD in Q4 2024 and has held it in 8 quarters since. The position peaked at $408K in Q1 2026. 2,194 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Hughes Financial Services held 1,273 shares of McDonald's worth $328K as of Q3 2026.
  • Hughes Financial Services sold 41 McDonald's shares in Q3 2026, an estimated $10.8K.
  • McDonald's made up 0.04% of Hughes Financial Services's portfolio in Q3 2026, its #66 holding.
  • Hughes Financial Services first reported a position in McDonald's in Q4 2024 and has held it in 8 quarters since.
  • Hughes Financial Services's McDonald's position peaked at $408K in Q1 2026.
  • 2,194 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Hughes Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.