McLean Asset Management
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McLean Asset Management’s McDonald's MCD Stock Holding History

McLean Asset Management’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 		$384K Sell
1,381
-143
-9% -$37.6K 0.05% 121
2026
Q2 		$413K Sell
1,524
-9
-0.6% -$2.58K 0.05% 119
2026
Q1 		$476K Buy
1,533
+8
+0.5% +$2.55K 0.08% 98
2025
Q4 		$470K Sell
1,525
-39
-2% -$11.9K 0.08% 93
2025
Q3 		$463K Buy
1,564
+47
+3% +$14.3K 0.1% 95
2025
Q2 		$447K Sell
1,517
-74
-5% -$22.8K 0.12% 87
2025
Q1 		$477K Buy
1,591
+14
+0.9% +$4.19K 0.16% 75
2024
Q4 		$457K Sell
1,577
-18
-1% -$5.37K 0.14% 82
2024
Q3 		$484K Buy
1,595
+8
+0.5% +$2.2K 0.15% 79
2024
Q2 		$397K Sell
1,587
-46
-3% -$12.2K 0.13% 85
2024
Q1 		$440K Hold
1,633
– – 0.15% 81
2023
Q4 		$472K Buy
1,633
+10
+0.6% +$2.72K 0.18% 66
2023
Q3 		$408K Sell
1,623
-3
-0.2% -$856 0.17% 73
2023
Q2 		$485K Buy
1,626
+1
+0.1% +$291 0.19% 62
2023
Q1 		$454K Sell
1,625
-79
-5% -$21.2K 0.19% 64
2022
Q4 		$449K Buy
1,704
+58
+4% +$15.3K 0.15% 69
2022
Q3 		$384K Buy
1,646
+2
+0.1% +$511 0.15% 70
2022
Q2 		$413K Buy
1,644
+7
+0.4% +$1.72K 0.16% 65
2022
Q1 		$405K Buy
1,637
+15
+0.9% +$3.74K 0.3% 61
2021
Q4 		$423K Sell
1,622
-49
-3% -$12.4K 0.16% 67
2021
Q3 		$395K Buy
1,671
+141
+9% +$33.7K 0.15% 74
2021
Q2 		$359K Buy
1,530
+21
+1% +$4.89K 0.16% 65
2021
Q1 		$355K Buy
1,509
+23
+2% +$4.92K 0.28% 58
2020
Q4 		$319K Buy
+1,486
New +$323K 0.28% 59

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
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

McLean Asset Management's MCD Position: Q3 2026 in Review

McLean Asset Management reduced its McDonald's (MCD) stake by 9.4% in Q3 2026, selling an estimated $37.6K and leaving 1,381 shares worth $384K. The position accounts for 0.05% of the portfolio, ranked #121.

McLean Asset Management first reported a position in MCD in Q4 2020 and has held it in 24 quarters since. The position peaked at $485K in Q2 2023. 2,665 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • McLean Asset Management held 1,381 shares of McDonald's worth $384K as of Q3 2026.
  • McLean Asset Management sold 143 McDonald's shares in Q3 2026, an estimated $37.6K.
  • McDonald's made up 0.05% of McLean Asset Management's portfolio in Q3 2026, its #121 holding.
  • McLean Asset Management first reported a position in McDonald's in Q4 2020 and has held it in 24 quarters since.
  • McLean Asset Management's McDonald's position peaked at $485K in Q2 2023.
  • 2,665 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on McLean Asset Management's 13F filing for Q3 2026, filed 6 Nov 2026.