J. M. Brown & Associates’s McDonald's MCD Stock Holding History

J. M. Brown & Associates’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	-936	Closed	-$253K	–	156
2026 Q2	$253K	Buy	+936	New	+$268K	0.14%	147

Other funds holding MCD

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

J. M. Brown & Associates's MCD Position: Q3 2026 in Review

J. M. Brown & Associates sold out of McDonald's (MCD) in Q3 2026, closing a stake of 936 shares — an estimated $253K sold.

J. M. Brown & Associates first reported a position in MCD in Q2 2026 and held it in 1 quarter. The position peaked at $253K in Q2 2026. 2,914 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

J. M. Brown & Associates reported no remaining McDonald's position as of Q3 2026 after selling out during the quarter.
J. M. Brown & Associates sold 936 McDonald's shares in Q3 2026, an estimated $253K.
J. M. Brown & Associates first reported a position in McDonald's in Q2 2026 and held it in 1 quarter.
J. M. Brown & Associates's McDonald's position peaked at $253K in Q2 2026.
2,914 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on J. M. Brown & Associates's 13F filing for Q3 2026, filed 12 Nov 2026.