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S.A. Mason’s McDonald's MCD Stock Holding History

S.A. Mason’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 		$1.36M Buy
5,868
+910
+18% +$240K 0.4% 61
2026
Q2 		$1.34M Buy
4,958
+94
+2% +$27K 0.41% 60
2026
Q1 		$1.51M Sell
4,864
-200
-4% -$63.7K 0.57% 49
2025
Q4 		$1.55M Buy
5,064
+950
+23% +$291K 0.61% 42
2025
Q3 		$1.25M Buy
4,114
+1,025
+33% +$312K 0.55% 48
2025
Q2 		$903K Hold
3,089
– – 0.44% 60
2025
Q1 		$965K Sell
3,089
-7
-0.2% -$2.09K 0.51% 52
2024
Q4 		$897K Buy
3,096
+64
+2% +$19.1K 0.47% 54
2024
Q3 		$923K Buy
3,032
+16
+0.5% +$4.41K 0.49% 52
2024
Q2 		$769K Buy
3,016
+1
+0% +$265 0.44% 60
2024
Q1 		$850K Buy
3,015
+8
+0.3% +$2.33K 0.51% 50
2023
Q4 		$891K Buy
3,007
+222
+8% +$60.4K 0.6% 45
2023
Q3 		$734K Buy
2,785
+2
+0.1% +$570 0.53% 49
2023
Q2 		$778K Hold
2,783
– – 0.57% 49
2023
Q1 		$778K Buy
2,783
+1
+0% +$268 0.57% 49
2022
Q4 		$733K Buy
2,782
+1
+0% +$264 0.55% 50
2022
Q3 		$642K Sell
2,781
-49
-2% -$12.5K 0.51% 52
2022
Q2 		$699K Buy
2,830
+1
+0% +$246 0.51% 53
2022
Q1 		$700K Buy
2,829
+1
+0% +$249 0.44% 59
2021
Q4 		$758K Sell
2,828
-9
-0.3% -$2.27K 0.46% 57
2021
Q3 		$684K Buy
2,837
+1
+0% +$239 0.45% 62
2021
Q2 		$655K Buy
2,836
+1
+0% +$233 0.45% 64
2021
Q1 		$635K Buy
2,835
+1
+0% +$214 0.47% 64
2020
Q4 		$608K Buy
2,834
+1
+0% +$217 0.51% 58
2020
Q3 		$622K Buy
2,833
+1
+0% +$205 0.59% 50
2020
Q2 		$522K Buy
2,832
+1
+0% +$183 0.55% 53
2020
Q1 		$468K Buy
2,831
+61
+2% +$12K 0.57% 48
2019
Q4 		$547K Buy
+2,770
New +$549K 0.52% 59

Other funds holding MCD

Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

S.A. Mason's MCD Position: Q3 2026 in Review

S.A. Mason increased its McDonald's (MCD) stake by 18% in Q3 2026, buying an estimated $240K and bringing the position to 5,868 shares worth $1.36M. The position accounts for 0.4% of the portfolio, ranked #61.

S.A. Mason first reported a position in MCD in Q4 2019 and has held it in 28 quarters since. The position peaked at $1.55M in Q4 2025. 649 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • S.A. Mason held 5,868 shares of McDonald's worth $1.36M as of Q3 2026.
  • S.A. Mason bought 910 McDonald's shares in Q3 2026, an estimated $240K.
  • McDonald's made up 0.4% of S.A. Mason's portfolio in Q3 2026, its #61 holding.
  • S.A. Mason first reported a position in McDonald's in Q4 2019 and has held it in 28 quarters since.
  • S.A. Mason's McDonald's position peaked at $1.55M in Q4 2025.
  • 649 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on S.A. Mason's 13F filing for Q3 2026, filed 13 Oct 2026.