Raymond James Financial
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Raymond James Financial’s McDonald's MCD Stock Holding History

Raymond James Financial’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 		$549M Sell
2,375,191
-258,028
-10% -$67.9M 0.15% 118
2026
Q2 		$712M Buy
2,633,219
+52,780
+2% +$15.1M 0.19% 91
2026
Q1 		$801M Buy
2,580,439
+154,379
+6% +$49.2M 0.25% 68
2025
Q4 		$743M Sell
2,426,060
-64,330
-3% -$19.7M 0.23% 77
2025
Q3 		$757M Buy
2,490,390
+124,405
+5% +$37.9M 0.24% 68
2025
Q2 		$691M Sell
2,365,985
-33,484
-1% -$10.3M 0.24% 77
2025
Q1 		$750M Sell
2,399,469
-25,841
-1% -$7.73M 0.28% 63
2024
Q4 		$703M Buy
+2,425,310
New +$723M 0.26% 64

Other funds holding MCD

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

Raymond James Financial's MCD Position: Q3 2026 in Review

Raymond James Financial reduced its McDonald's (MCD) stake by 9.8% in Q3 2026, selling an estimated $67.9M and leaving 2,375,191 shares worth $549M. The position accounts for 0.15% of the portfolio, ranked #118.

Raymond James Financial first reported a position in MCD in Q4 2024 and has held it in 8 quarters since. The position peaked at $801M in Q1 2026. 2,914 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Raymond James Financial held 2,375,191 shares of McDonald's worth $549M as of Q3 2026.
  • Raymond James Financial sold 258,028 McDonald's shares in Q3 2026, an estimated $67.9M.
  • McDonald's made up 0.15% of Raymond James Financial's portfolio in Q3 2026, its #118 holding.
  • Raymond James Financial first reported a position in McDonald's in Q4 2024 and has held it in 8 quarters since.
  • Raymond James Financial's McDonald's position peaked at $801M in Q1 2026.
  • 2,914 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Raymond James Financial's 13F filing for Q3 2026, filed 12 Nov 2026.