O'Keefe Stevens Advisory’s McDonald's MCD Stock Holding History

O'Keefe Stevens Advisory’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	$300K	Hold	1,300	–	–	0.06%	64
2026 Q2	$351K	Hold	1,300	–	–	0.07%	62
2026 Q1	$404K	Hold	1,300	–	–	0.1%	57
2025 Q4	$397K	Hold	1,300	–	–	0.1%	52
2025 Q3	$395K	Sell	1,300 -29	-2%	-$8.83K	0.11%	51
2025 Q2	$388K	Hold	1,329	–	–	0.11%	54
2025 Q1	$415K	Hold	1,329	–	–	0.14%	51
2024 Q4	$385K	Hold	1,329	–	–	0.12%	53
2024 Q3	$405K	Hold	1,329	–	–	0.12%	54
2024 Q2	$339K	Sell	1,329 -23	-2%	-$6.1K	0.11%	46
2024 Q1	$381K	Hold	1,352	–	–	0.13%	38
2023 Q4	$401K	Buy	1,352 +29	+2%	+$7.89K	0.16%	36
2023 Q3	$349K	Buy	1,323 +23	+2%	+$6.56K	0.16%	32
2023 Q2	$388K	Hold	1,300	–	–	0.17%	32
2023 Q1	$363K	Hold	1,300	–	–	0.18%	30
2022 Q4	$343K	Hold	1,300	–	–	0.2%	32
2022 Q3	$300K	Hold	1,300	–	–	0.2%	31
2022 Q2	$321K	Hold	1,300	–	–	0.2%	31
2022 Q1	$321K	Hold	1,300	–	–	0.16%	30
2021 Q4	$348K	Hold	1,300	–	–	0.16%	34
2021 Q3	$313K	Buy	+1,300	New	+$310K	0.17%	34

Other funds holding MCD

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

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

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

Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

B. Metzler seel. Sohn & Co Frankfurt, Germany $11.5B AUM 29.17% 1-Year Est. Return

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

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

O'Keefe Stevens Advisory's MCD Position: Q3 2026 in Review

O'Keefe Stevens Advisory held its McDonald's (MCD) position steady in Q3 2026 at 1,300 shares worth $300K. The position accounts for 0.06% of the portfolio, ranked #64.

O'Keefe Stevens Advisory first reported a position in MCD in Q3 2021 and has held it in 21 quarters since. The position peaked at $415K in Q1 2025. 1,472 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

O'Keefe Stevens Advisory held 1,300 shares of McDonald's worth $300K as of Q3 2026.
O'Keefe Stevens Advisory left its McDonald's share count unchanged in Q3 2026.
McDonald's made up 0.06% of O'Keefe Stevens Advisory's portfolio in Q3 2026, its #64 holding.
O'Keefe Stevens Advisory first reported a position in McDonald's in Q3 2021 and has held it in 21 quarters since.
O'Keefe Stevens Advisory's McDonald's position peaked at $415K in Q1 2025.
1,472 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on O'Keefe Stevens Advisory's 13F filing for Q3 2026, filed 9 Oct 2026.