Rockingstone Advisors
MCD icon

Rockingstone Advisors’s McDonald's MCD Stock Holding History

Rockingstone 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 		– Sell
-830
Closed -$224K – 116
2026
Q2 		$224K Buy
830
+16
+2% +$4.59K 0.09% 112
2026
Q1 		$253K Buy
814
+75
+10% +$23.9K 0.12% 103
2025
Q4 		$226K Buy
+739
New +$226K 0.1% 107

Other funds holding MCD

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
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
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM

Rockingstone Advisors's MCD Position: Q3 2026 in Review

Rockingstone Advisors sold out of McDonald's (MCD) in Q3 2026, closing a stake of 830 shares — an estimated $224K sold.

Rockingstone Advisors first reported a position in MCD in Q4 2025 and held it in 3 quarters. The position peaked at $253K in Q1 2026. 2,831 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Rockingstone Advisors reported no remaining McDonald's position as of Q3 2026 after selling out during the quarter.
  • Rockingstone Advisors sold 830 McDonald's shares in Q3 2026, an estimated $224K.
  • Rockingstone Advisors first reported a position in McDonald's in Q4 2025 and held it in 3 quarters.
  • Rockingstone Advisors's McDonald's position peaked at $253K in Q1 2026.
  • 2,831 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Rockingstone Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.