Klingman & Associates
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Klingman & Associates’s McDonald's MCD Stock Holding History

Klingman & 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 		$1.08M Sell
4,695
-317
-6% -$83.4K 0.05% 139
2026
Q2 		$1.35M Sell
5,012
-406
-7% -$116K 0.06% 117
2026
Q1 		$1.68M Buy
5,418
+76
+1% +$24.2K 0.08% 94
2025
Q4 		$1.63M Buy
5,342
+75
+1% +$23K 0.08% 96
2025
Q3 		$1.6M Sell
5,267
-170
-3% -$51.7K 0.08% 96
2025
Q2 		$1.59M Buy
5,437
+462
+9% +$142K 0.09% 88
2025
Q1 		$1.55M Buy
4,975
+748
+18% +$224K 0.1% 85
2024
Q4 		$1.23M Buy
4,227
+1
+0% +$298 0.08% 90
2024
Q3 		$1.29M Buy
4,226
+1,403
+50% +$387K 0.08% 97
2024
Q2 		$719K Buy
2,823
+197
+8% +$52.3K 0.05% 114
2024
Q1 		$740K Buy
2,626
+127
+5% +$36.9K 0.05% 115
2023
Q4 		$741K Sell
2,499
-5
-0.2% -$1.36K 0.05% 113
2023
Q3 		$660K Sell
2,504
-81
-3% -$23.1K 0.05% 119
2023
Q2 		$771K Buy
2,585
+142
+6% +$41.3K 0.06% 105
2023
Q1 		$683K Sell
2,443
-3
-0.1% -$804 0.06% 105
2022
Q4 		$645K Sell
2,446
-3
-0.1% -$791 0.06% 101
2022
Q3 		$565K Buy
2,449
+31
+1% +$7.92K 0.06% 99
2022
Q2 		$597K Sell
2,418
-150
-6% -$36.9K 0.06% 96
2022
Q1 		$635K Buy
2,568
+1,680
+189% +$418K 0.05% 98
2021
Q4 		$238K Hold
888
– – 0.02% 166
2021
Q3 		$214K Buy
+888
New +$212K 0.02% 163
2021
Q2 		– Sell
-1,172
Closed -$263K – 169
2021
Q1 		$263K Buy
+1,172
New +$251K 0.03% 143
2016
Q4 		– Sell
-765
Closed -$88K – 225
2016
Q3 		$88K Hold
765
– – 0.03% 146
2016
Q2 		$92K Hold
765
– – 0.03% 145
2016
Q1 		$96K Hold
765
– – 0.03% 145
2015
Q4 		$90K Hold
765
– – 0.03% 170
2015
Q3 		$75K Hold
765
– – 0.03% 184
2015
Q2 		$73K Hold
765
– – 0.03% 162
2015
Q1 		$75K Hold
765
– – 0.03% 150
2014
Q4 		$71K Buy
+765
New +$71.6K 0.03% 153

Other funds holding MCD

Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Klingman & Associates's MCD Position: Q3 2026 in Review

Klingman & Associates reduced its McDonald's (MCD) stake by 6.3% in Q3 2026, selling an estimated $83.4K and leaving 4,695 shares worth $1.08M. The position accounts for 0.05% of the portfolio, ranked #139.

Klingman & Associates first reported a position in MCD in Q4 2014 and has held it in 30 quarters since. The position peaked at $1.68M in Q1 2026. 908 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Klingman & Associates held 4,695 shares of McDonald's worth $1.08M as of Q3 2026.
  • Klingman & Associates sold 317 McDonald's shares in Q3 2026, an estimated $83.4K.
  • McDonald's made up 0.05% of Klingman & Associates's portfolio in Q3 2026, its #139 holding.
  • Klingman & Associates first reported a position in McDonald's in Q4 2014 and has held it in 30 quarters since.
  • Klingman & Associates's McDonald's position peaked at $1.68M in Q1 2026.
  • 908 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Klingman & Associates's 13F filing for Q3 2026, filed 20 Oct 2026.