Montis Financial’s McDonald's MCD Stock Holding History

Montis Financial’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	–	Sell	-777	Closed	-$210K	–	155
2026 Q2	$210K	Sell	777 -40	-5%	-$11.5K	0.04%	149
2026 Q1	$254K	Sell	817 -466	-36%	-$148K	0.05%	135
2025 Q4	$392K	Hold	1,283	–	–	0.08%	111
2025 Q3	$390K	Hold	1,283	–	–	0.09%	116
2025 Q2	$375K	Sell	1,283 -42	-3%	-$12.9K	0.1%	101
2025 Q1	$414K	Hold	1,325	–	–	0.12%	98
2024 Q4	$384K	Buy	1,325 +42	+3%	+$12.5K	0.12%	102
2024 Q3	$391K	Buy	+1,283	New	+$354K	0.14%	77
2024 Q2	–	Sell	-721	Closed	-$203K	–	87
2024 Q1	$203K	Hold	721	–	–	0.1%	80
2023 Q4	$214K	Buy	+721	New	+$196K	0.13%	72
2023 Q3	–	Sell	-699	Closed	-$209K	–	69
2023 Q2	$209K	Sell	699 -210	-23%	-$61K	0.14%	62
2023 Q1	$254K	Hold	909	–	–	0.2%	50
2022 Q4	$240K	Sell	909 -7	-0.8%	-$1.85K	0.2%	53
2022 Q3	$211K	Sell	916 -30	-3%	-$7.67K	0.2%	57
2022 Q2	$234K	Hold	946	–	–	0.22%	55
2022 Q1	$234K	Hold	946	–	–	0.18%	62
2021 Q4	$254K	Hold	946	–	–	0.18%	71
2021 Q3	$230K	Buy	946 +7	+0.7%	+$1.67K	0.2%	58
2021 Q2	$217K	Buy	+939	New	+$219K	0.18%	68

Other funds holding MCD

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Montis Financial's MCD Position: Q3 2026 in Review

Montis Financial sold out of McDonald's (MCD) in Q3 2026, closing a stake of 777 shares — an estimated $210K sold.

Montis Financial first reported a position in MCD in Q2 2021 and held it in 19 quarters. The position peaked at $414K in Q1 2025. 2,038 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

Montis Financial reported no remaining McDonald's position as of Q3 2026 after selling out during the quarter.
Montis Financial sold 777 McDonald's shares in Q3 2026, an estimated $210K.
Montis Financial first reported a position in McDonald's in Q2 2021 and held it in 19 quarters.
Montis Financial's McDonald's position peaked at $414K in Q1 2025.
2,038 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Montis Financial's 13F filing for Q3 2026, filed 4 Nov 2026.