Old Port Advisors
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Old Port Advisors’s McDonald's MCD Stock Holding History

Old Port 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 		$261K Buy
1,128
+19
+2% +$5K 0.05% 235
2026
Q2 		$300K Sell
1,109
-228
-17% -$65.4K 0.06% 221
2026
Q1 		$416K Buy
1,337
+299
+29% +$95.3K 0.1% 178
2025
Q4 		$317K Sell
1,038
-18
-2% -$5.51K 0.08% 185
2025
Q3 		$321K Buy
1,056
+10
+1% +$3.04K 0.08% 186
2025
Q2 		$306K Buy
1,046
+1
+0.1% +$308 0.08% 188
2025
Q1 		$326K Buy
1,045
+8
+0.8% +$2.39K 0.1% 173
2024
Q4 		$301K Buy
1,037
+10
+1% +$2.98K 0.09% 186
2024
Q3 		$313K Buy
1,027
+127
+14% +$35K 0.09% 186
2024
Q2 		$229K Sell
900
-120
-12% -$31.8K 0.07% 204
2024
Q1 		$288K Buy
1,020
+42
+4% +$12.2K 0.09% 183
2023
Q4 		$290K Buy
978
+20
+2% +$5.44K 0.1% 175
2023
Q3 		$252K Buy
+958
New +$273K 0.09% 178
2023
Q1 		$255K Buy
897
+20
+2% +$5.36K 0.09% 186
2022
Q4 		$231K Sell
877
-53
-6% -$14K 0.09% 197
2022
Q3 		$222K Buy
930
+32
+4% +$8.18K 0.09% 199
2022
Q2 		$227K Buy
898
+23
+3% +$5.66K 0.09% 202
2022
Q1 		$218K Buy
875
+16
+2% +$3.99K 0.07% 213
2021
Q4 		$232K Sell
859
-105
-11% -$26.5K 0.08% 203
2021
Q3 		$238K Buy
964
+58
+6% +$13.8K 0.09% 193
2021
Q2 		$215K Sell
906
-150
-14% -$34.9K 0.08% 209
2021
Q1 		$237K Sell
1,056
-73
-6% -$15.6K 0.09% 190
2020
Q4 		$237K Buy
1,129
+48
+4% +$10.4K 0.1% 166
2020
Q3 		$237K Buy
+1,081
New +$222K 0.12% 153
2020
Q1 		– Sell
-1,127
Closed -$228K – 182
2019
Q4 		$228K Sell
1,127
-43
-4% -$8.53K 0.11% 162
2019
Q3 		$248K Hold
1,170
– – 0.13% 147
2019
Q2 		$249K Sell
1,170
-62
-5% -$12.3K 0.13% 152
2019
Q1 		$234K Buy
1,232
+58
+5% +$10.5K 0.12% 156
2018
Q4 		$217K Buy
+1,174
New +$208K 0.12% 155

Other funds holding MCD

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Old Port Advisors's MCD Position: Q3 2026 in Review

Old Port Advisors increased its McDonald's (MCD) stake by 1.7% in Q3 2026, buying an estimated $5K and bringing the position to 1,128 shares worth $261K. The position accounts for 0.05% of the portfolio, ranked #235.

Old Port Advisors first reported a position in MCD in Q4 2018 and has held it in 29 quarters since. The position peaked at $416K in Q1 2026. 1,904 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Old Port Advisors held 1,128 shares of McDonald's worth $261K as of Q3 2026.
  • Old Port Advisors bought 19 McDonald's shares in Q3 2026, an estimated $5K.
  • McDonald's made up 0.05% of Old Port Advisors's portfolio in Q3 2026, its #235 holding.
  • Old Port Advisors first reported a position in McDonald's in Q4 2018 and has held it in 29 quarters since.
  • Old Port Advisors's McDonald's position peaked at $416K in Q1 2026.
  • 1,904 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Old Port Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.