Morton Capital Management
MCD icon

Morton Capital Management’s McDonald's MCD Stock Holding History

Morton Capital 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 		– Sell
-845
Closed -$228K – 160
2026
Q2 		$228K Buy
845
+191
+29% +$54.8K 0.03% 146
2026
Q1 		$203K Sell
654
-135
-17% -$43K 0.03% 132
2025
Q4 		$241K Buy
789
+7
+0.9% +$2.14K 0.04% 109
2025
Q3 		$238K Sell
782
-190
-20% -$57.8K 0.04% 111
2025
Q2 		$284K Buy
+972
New +$300K 0.05% 96

Other funds holding MCD

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
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
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Morton Capital Management's MCD Position: Q3 2026 in Review

Morton Capital Management sold out of McDonald's (MCD) in Q3 2026, closing a stake of 845 shares — an estimated $228K sold.

Morton Capital Management first reported a position in MCD in Q2 2025 and held it in 5 quarters. The position peaked at $284K in Q2 2025. 2,305 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Morton Capital Management reported no remaining McDonald's position as of Q3 2026 after selling out during the quarter.
  • Morton Capital Management sold 845 McDonald's shares in Q3 2026, an estimated $228K.
  • Morton Capital Management first reported a position in McDonald's in Q2 2025 and held it in 5 quarters.
  • Morton Capital Management's McDonald's position peaked at $284K in Q2 2025.
  • 2,305 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Morton Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.