James T. Borello’s McDonald's MCD Stock Holding History

James T. Borello’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	$113K	Sell	488 -195	-29%	-$51.3K	0.02%	160
2026 Q2	$185K	Buy	683 +28	+4%	+$8.03K	0.04%	118
2026 Q1	$204K	Buy	655 +102	+18%	+$32.5K	0.05%	104
2025 Q4	$169K	Buy	553 +40	+8%	+$12.3K	0.04%	108
2025 Q3	$156K	Buy	513 +77	+18%	+$23.4K	0.04%	104
2025 Q2	$127K	Buy	436 +9	+2%	+$2.78K	0.04%	104
2025 Q1	$133K	Hold	427	–	–	0.04%	89
2024 Q4	$124K	Hold	427	–	–	0.05%	84
2024 Q3	$130K	Sell	427 -8	-2%	-$2.2K	0.05%	75
2024 Q2	$111K	Buy	+435	New	+$115K	0.05%	78

Other funds holding MCD

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

James T. Borello's MCD Position: Q3 2026 in Review

James T. Borello reduced its McDonald's (MCD) stake by 29% in Q3 2026, selling an estimated $51.3K and leaving 488 shares worth $113K. The position accounts for 0.02% of the portfolio, ranked #160.

James T. Borello first reported a position in MCD in Q2 2024 and has held it in 10 quarters since. The position peaked at $204K in Q1 2026. 1,400 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

James T. Borello held 488 shares of McDonald's worth $113K as of Q3 2026.
James T. Borello sold 195 McDonald's shares in Q3 2026, an estimated $51.3K.
McDonald's made up 0.02% of James T. Borello's portfolio in Q3 2026, its #160 holding.
James T. Borello first reported a position in McDonald's in Q2 2024 and has held it in 10 quarters since.
James T. Borello's McDonald's position peaked at $204K in Q1 2026.
1,400 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.