MBA Advisors
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MBA Advisors’s McDonald's MCD Stock Holding History

MBA Advisors’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 		$897K Buy
3,884
+168
+5% +$44.2K 0.29% 66
2026
Q2 		$1M Buy
3,716
+78
+2% +$22.4K 0.34% 59
2026
Q1 		$1.13M Buy
3,638
+13
+0.4% +$4.14K 0.43% 49
2025
Q4 		$1.11M Buy
3,625
+21
+0.6% +$6.43K 0.45% 51
2025
Q3 		$1.1M Buy
3,604
+13
+0.4% +$3.96K 0.47% 50
2025
Q2 		$1.05M Sell
3,591
-12
-0.3% -$3.7K 0.48% 47
2025
Q1 		$1.13M Buy
3,603
+6
+0.2% +$1.8K 0.56% 43
2024
Q4 		$1.04M Sell
3,597
-14
-0.4% -$4.18K 0.52% 46
2024
Q3 		$1.1M Sell
3,611
-45
-1% -$12.4K 0.53% 47
2024
Q2 		$932K Sell
3,656
-56
-2% -$14.9K 0.48% 52
2024
Q1 		$1.05M Sell
3,712
-78
-2% -$22.7K 0.54% 46
2023
Q4 		$1.12M Buy
3,790
+22
+0.6% +$5.99K 0.63% 39
2023
Q3 		$993K Buy
3,768
+1
+0% +$285 0.61% 41
2023
Q2 		$1.12M Sell
3,767
-167
-4% -$48.5K 0.67% 38
2023
Q1 		$1.1M Buy
3,934
+17
+0.4% +$4.55K 0.68% 40
2022
Q4 		$1.03M Sell
3,917
-3
-0.1% -$791 0.68% 41
2022
Q3 		$905K Buy
3,920
+101
+3% +$25.8K 0.65% 42
2022
Q2 		$943K Sell
3,819
-13
-0.3% -$3.2K 0.65% 41
2022
Q1 		$948K Sell
3,832
-19
-0.5% -$4.73K 0.59% 49
2021
Q4 		$1.03M Buy
3,851
+605
+19% +$153K 0.64% 46
2021
Q3 		$783K Sell
3,246
-3
-0.1% -$716 0.58% 46
2021
Q2 		$750K Buy
3,249
+22
+0.7% +$5.12K 0.35% 50
2021
Q1 		$723K Buy
+3,227
New +$690K 0.4% 51

Other funds holding MCD

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

MBA Advisors's MCD Position: Q3 2026 in Review

MBA Advisors increased its McDonald's (MCD) stake by 4.5% in Q3 2026, buying an estimated $44.2K and bringing the position to 3,884 shares worth $897K. The position accounts for 0.29% of the portfolio, ranked #66.

MBA Advisors first reported a position in MCD in Q1 2021 and has held it in 23 quarters since. The position peaked at $1.13M in Q1 2026. 2,541 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • MBA Advisors held 3,884 shares of McDonald's worth $897K as of Q3 2026.
  • MBA Advisors bought 168 McDonald's shares in Q3 2026, an estimated $44.2K.
  • McDonald's made up 0.29% of MBA Advisors's portfolio in Q3 2026, its #66 holding.
  • MBA Advisors first reported a position in McDonald's in Q1 2021 and has held it in 23 quarters since.
  • MBA Advisors's McDonald's position peaked at $1.13M in Q1 2026.
  • 2,541 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on MBA Advisors's 13F filing for Q3 2026, filed 29 Oct 2026.