IRON Financial’s McDonald's MCD Stock Holding History

IRON Financial’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	$211K	Sell	915 -108	-11%	-$28.4K	0.09%	143
2026 Q2	$277K	Buy	1,023 +139	+16%	+$39.9K	0.11%	114
2026 Q1	$275K	Buy	884 +4	+0.5%	+$1.27K	0.12%	105
2025 Q4	$269K	Buy	880 +2	+0.2%	+$613	0.12%	102
2025 Q3	$267K	Sell	878 -2,708	-76%	-$824K	0.13%	98
2025 Q2	$1.05M	Buy	3,586 +42	+1%	+$12.9K	0.54%	36
2025 Q1	$1.11M	Buy	3,544 +2,674	+307%	+$800K	0.62%	31
2024 Q4	$252K	Buy	870 +4	+0.5%	+$1.19K	0.14%	82
2024 Q3	$264K	Sell	866 -13	-1%	-$3.58K	0.14%	83
2024 Q2	$224K	Buy	+879	New	+$233K	0.13%	91

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

IRON Financial's MCD Position: Q3 2026 in Review

IRON Financial reduced its McDonald's (MCD) stake by 11% in Q3 2026, selling an estimated $28.4K and leaving 915 shares worth $211K. The position accounts for 0.09% of the portfolio, ranked #143.

IRON Financial first reported a position in MCD in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.11M in Q1 2025. 2,151 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

IRON Financial held 915 shares of McDonald's worth $211K as of Q3 2026.
IRON Financial sold 108 McDonald's shares in Q3 2026, an estimated $28.4K.
McDonald's made up 0.09% of IRON Financial's portfolio in Q3 2026, its #143 holding.
IRON Financial first reported a position in McDonald's in Q2 2024 and has held it in 10 quarters since.
IRON Financial's McDonald's position peaked at $1.11M in Q1 2025.
2,151 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on IRON Financial's 13F filing for Q3 2026, filed 23 Oct 2026.