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Roxbury Financial’s McDonald's MCD Stock Holding History

Roxbury 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 		$920K Sell
3,983
-296
-7% -$77.9K 0.71% 40
2026
Q2 		$1.16M Buy
4,279
+617
+17% +$177K 0.91% 31
2026
Q1 		$1.14M Buy
3,662
+193
+6% +$61.5K 1.02% 28
2025
Q4 		$1.06M Sell
3,469
-41
-1% -$12.6K 0.95% 28
2025
Q3 		$1.07M Sell
3,510
-41
-1% -$12.5K 0.98% 28
2025
Q2 		$1.04M Sell
3,551
-70
-2% -$21.6K 1.01% 28
2025
Q1 		$1.12M Sell
3,621
-90
-2% -$26.9K 1.09% 27
2024
Q4 		$1.1M Buy
+3,711
New +$1.11M 1.06% 28

Other funds holding MCD

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Roxbury Financial's MCD Position: Q3 2026 in Review

Roxbury Financial reduced its McDonald's (MCD) stake by 6.9% in Q3 2026, selling an estimated $77.9K and leaving 3,983 shares worth $920K. The position accounts for 0.71% of the portfolio, ranked #40.

Roxbury Financial first reported a position in MCD in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.16M in Q2 2026. 179 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Roxbury Financial held 3,983 shares of McDonald's worth $920K as of Q3 2026.
  • Roxbury Financial sold 296 McDonald's shares in Q3 2026, an estimated $77.9K.
  • McDonald's made up 0.71% of Roxbury Financial's portfolio in Q3 2026, its #40 holding.
  • Roxbury Financial first reported a position in McDonald's in Q4 2024 and has held it in 8 quarters since.
  • Roxbury Financial's McDonald's position peaked at $1.16M in Q2 2026.
  • 179 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Roxbury Financial's 13F filing for Q3 2026, filed 1 Oct 2026.