Patrick M. Sweeney & Associates’s McDonald's MCD Stock Holding History

Patrick M. Sweeney & Associates’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	$821K	Buy	3,554 +40	+1%	+$10.5K	0.46%	53
2026 Q2	$950K	Buy	3,514 +75	+2%	+$21.5K	0.55%	45
2026 Q1	$1.07M	Sell	3,439 -30	-0.9%	-$9.6K	0.69%	37
2025 Q4	$1.06M	Sell	3,469 -15	-0.4%	-$4.59K	0.66%	33
2025 Q3	$1.06M	Sell	3,484 -7	-0.2%	-$2.13K	0.68%	34
2025 Q2	$1.03M	Buy	3,491 +1	+0%	+$308	0.71%	35
2025 Q1	$1.09M	Buy	3,490 +22	+0.6%	+$6.58K	0.81%	25
2024 Q4	$1.01M	Hold	3,468	–	–	0.75%	30
2024 Q3	$1.06M	Buy	3,468 +154	+5%	+$42.4K	0.78%	28
2024 Q2	$845K	Buy	3,314 +20	+0.6%	+$5.31K	0.68%	33
2024 Q1	$929K	Buy	3,294 +58	+2%	+$16.9K	0.76%	29
2023 Q4	$959K	Buy	+3,236	New	+$881K	0.88%	29

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

Patrick M. Sweeney & Associates's MCD Position: Q3 2026 in Review

Patrick M. Sweeney & Associates increased its McDonald's (MCD) stake by 1.1% in Q3 2026, buying an estimated $10.5K and bringing the position to 3,554 shares worth $821K. The position accounts for 0.46% of the portfolio, ranked #53.

Patrick M. Sweeney & Associates first reported a position in MCD in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.09M in Q1 2025. 2,019 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

Patrick M. Sweeney & Associates held 3,554 shares of McDonald's worth $821K as of Q3 2026.
Patrick M. Sweeney & Associates bought 40 McDonald's shares in Q3 2026, an estimated $10.5K.
McDonald's made up 0.46% of Patrick M. Sweeney & Associates's portfolio in Q3 2026, its #53 holding.
Patrick M. Sweeney & Associates first reported a position in McDonald's in Q4 2023 and has held it in 12 quarters since.
Patrick M. Sweeney & Associates's McDonald's position peaked at $1.09M in Q1 2025.
2,019 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q3 2026, filed 22 Oct 2026.