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Matthew Hamilton Rosenberg’s McDonald's MCD Stock Holding History

Matthew Hamilton Rosenberg’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 		$545K Buy
2,358
+78
+3% +$20.5K 0.1% 104
2026
Q2 		$616K Buy
2,280
+33
+1% +$9.46K 0.11% 89
2026
Q1 		$698K Buy
2,247
+128
+6% +$40.8K 0.14% 67
2025
Q4 		$648K Buy
2,119
+58
+3% +$17.8K 0.13% 71
2025
Q3 		$626K Sell
2,061
-50
-2% -$15.2K 0.14% 72
2025
Q2 		$617K Sell
2,111
-52
-2% -$16K 0.14% 68
2025
Q1 		$676K Buy
2,163
+27
+1% +$8.08K 0.17% 60
2024
Q4 		$619K Sell
2,136
-105
-5% -$31.3K 0.16% 62
2024
Q3 		$682K Buy
2,241
+26
+1% +$7.17K 0.18% 59
2024
Q2 		$554K Buy
2,215
+57
+3% +$15.1K 0.16% 66
2024
Q1 		$605K Sell
2,158
-41
-2% -$11.9K 0.17% 62
2023
Q4 		$652K Sell
2,199
-102
-4% -$27.8K 0.2% 52
2023
Q3 		$606K Sell
2,301
-139
-6% -$39.6K 0.2% 53
2023
Q2 		$728K Sell
2,440
-92
-4% -$26.7K 0.25% 43
2023
Q1 		$708K Hold
2,532
– – 0.23% 52
2022
Q4 		$667K Buy
2,532
+1
+0% +$264 0.23% 56
2022
Q3 		$584K Sell
2,531
-15
-0.6% -$3.83K 0.23% 55
2022
Q2 		$644K Buy
2,546
+60
+2% +$14.8K 0.24% 55
2022
Q1 		$615K Buy
2,486
+610
+33% +$152K 0.22% 61
2021
Q4 		$503K Sell
1,876
-23
-1% -$5.81K 0.18% 68
2021
Q3 		$458K Buy
1,899
+160
+9% +$38.2K 0.18% 65
2021
Q2 		$402K Hold
1,739
– – 0.21% 53
2021
Q1 		$390K Buy
1,739
+57
+3% +$12.2K 0.22% 52
2020
Q4 		$361K Buy
1,682
+34
+2% +$7.39K 0.23% 50
2020
Q3 		$362K Hold
1,648
– – 0.27% 45
2020
Q2 		$304K Buy
1,648
+120
+8% +$22K 0.24% 48
2020
Q1 		$253K Buy
+1,528
New +$301K 0.25% 45

Other funds holding MCD

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Matthew Hamilton Rosenberg's MCD Position: Q3 2026 in Review

Matthew Hamilton Rosenberg increased its McDonald's (MCD) stake by 3.4% in Q3 2026, buying an estimated $20.5K and bringing the position to 2,358 shares worth $545K. The position accounts for 0.1% of the portfolio, ranked #104.

Matthew Hamilton Rosenberg first reported a position in MCD in Q1 2020 and has held it in 27 quarters since. The position peaked at $728K in Q2 2023. 179 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Matthew Hamilton Rosenberg held 2,358 shares of McDonald's worth $545K as of Q3 2026.
  • Matthew Hamilton Rosenberg bought 78 McDonald's shares in Q3 2026, an estimated $20.5K.
  • McDonald's made up 0.1% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #104 holding.
  • Matthew Hamilton Rosenberg first reported a position in McDonald's in Q1 2020 and has held it in 27 quarters since.
  • Matthew Hamilton Rosenberg's McDonald's position peaked at $728K in Q2 2023.
  • 179 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.