MB, Levis & Associates’s McDonald's MCD Stock Holding History

MB, Levis & 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	$115K	Buy	496 +1	+0.2%	+$263	0.04%	77
2026 Q2	$134K	Buy	495 +1	+0.2%	+$287	0.05%	75
2026 Q1	$154K	Hold	494	–	–	0.06%	64
2025 Q4	$151K	Buy	494 +1	+0.2%	+$306	0.06%	63
2025 Q3	$150K	Sell	493 -328	-40%	-$100K	0.06%	61
2025 Q2	$240K	Buy	821 +1	+0.1%	+$308	0.11%	62
2025 Q1	$256K	Buy	820 +1	+0.1%	+$299	0.12%	61
2024 Q4	$238K	Hold	819	–	–	0.12%	61
2024 Q3	$249K	Buy	819 +1	+0.1%	+$276	0.12%	60
2024 Q2	$208K	Buy	818 +1	+0.1%	+$265	0.11%	61
2024 Q1	$230K	Buy	817 +1	+0.1%	+$291	0.12%	58
2023 Q4	$242K	Hold	816	–	–	0.14%	52
2023 Q3	$215K	Buy	816 +1	+0.1%	+$285	0.14%	59
2023 Q2	$243K	Buy	815 +1	+0.1%	+$291	0.16%	57
2023 Q1	$228K	Buy	814 +329	+68%	+$88.1K	0.16%	55
2022 Q4	$128K	Buy	+485	New	+$128K	0.1%	61

Other funds holding MCD

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

MB, Levis & Associates's MCD Position: Q3 2026 in Review

MB, Levis & Associates increased its McDonald's (MCD) stake by 0.2% in Q3 2026, buying an estimated $263 and bringing the position to 496 shares worth $115K. The position accounts for 0.04% of the portfolio, ranked #77.

MB, Levis & Associates first reported a position in MCD in Q4 2022 and has held it in 16 quarters since. The position peaked at $256K in Q1 2025. 684 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

MB, Levis & Associates held 496 shares of McDonald's worth $115K as of Q3 2026.
MB, Levis & Associates bought 1 McDonald's share in Q3 2026, an estimated $263.
McDonald's made up 0.04% of MB, Levis & Associates's portfolio in Q3 2026, its #77 holding.
MB, Levis & Associates first reported a position in McDonald's in Q4 2022 and has held it in 16 quarters since.
MB, Levis & Associates's McDonald's position peaked at $256K in Q1 2025.
684 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on MB, Levis & Associates's 13F filing for Q3 2026, filed 16 Oct 2026.