Penn Davis McFarland’s McDonald's MCD Stock Holding History

Penn Davis McFarland’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	$4.85M	Hold	21,014	–	–	0.41%	37
2026 Q2	$5.68M	Sell	21,014 -3	-0%	-$860	0.51%	35
2026 Q1	$6.53M	Sell	21,017 -30	-0.1%	-$9.6K	0.64%	33
2025 Q4	$6.43M	Sell	21,047 -34	-0.2%	-$10.4K	0.62%	31
2025 Q3	$6.41M	Hold	21,081	–	–	0.66%	29
2025 Q2	$6.16M	Sell	21,081 -32	-0.2%	-$9.9K	0.69%	28
2025 Q1	$6.6M	Sell	21,113 -100	-0.5%	-$29.9K	0.78%	28
2024 Q4	$6.15M	Sell	21,213 -40	-0.2%	-$11.9K	0.67%	28
2024 Q3	$6.47M	Buy	+21,253	New	+$5.86M	0.73%	29

Other funds holding MCD

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

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

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

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

UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Penn Davis McFarland's MCD Position: Q3 2026 in Review

Penn Davis McFarland held its McDonald's (MCD) position steady in Q3 2026 at 21,014 shares worth $4.85M. The position accounts for 0.41% of the portfolio, ranked #37.

Penn Davis McFarland first reported a position in MCD in Q3 2024 and has held it in 9 quarters since. The position peaked at $6.6M in Q1 2025. 1,162 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

Penn Davis McFarland held 21,014 shares of McDonald's worth $4.85M as of Q3 2026.
Penn Davis McFarland left its McDonald's share count unchanged in Q3 2026.
McDonald's made up 0.41% of Penn Davis McFarland's portfolio in Q3 2026, its #37 holding.
Penn Davis McFarland first reported a position in McDonald's in Q3 2024 and has held it in 9 quarters since.
Penn Davis McFarland's McDonald's position peaked at $6.6M in Q1 2025.
1,162 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Penn Davis McFarland's 13F filing for Q3 2026, filed 23 Oct 2026.