SBI Securities’s McDonald's MCD Stock Holding History

SBI Securities’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	$5.32M	Buy	23,048 +2,876	+14%	+$757K	0.12%	91
2026 Q2	$5.45M	Buy	20,172 +898	+5%	+$257K	0.12%	95
2026 Q1	$5.99M	Buy	19,274 +652	+4%	+$208K	0.16%	77
2025 Q4	$5.69M	Sell	18,622 -483	-3%	-$148K	0.15%	86
2025 Q3	$5.81M	Sell	19,105 -703	-4%	-$214K	0.15%	89
2025 Q2	$5.79M	Sell	19,808 -158	-0.8%	-$48.7K	0.17%	80
2025 Q1	$6.24M	Sell	19,966 -235	-1%	-$70.3K	0.21%	68
2024 Q4	$5.86M	Buy	+20,201	New	+$6.02M	0.18%	70

Other funds holding MCD

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

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

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

SBI Securities's MCD Position: Q3 2026 in Review

SBI Securities increased its McDonald's (MCD) stake by 14% in Q3 2026, buying an estimated $757K and bringing the position to 23,048 shares worth $5.32M. The position accounts for 0.12% of the portfolio, ranked #91.

SBI Securities first reported a position in MCD in Q4 2024 and has held it in 8 quarters since. The position peaked at $6.24M in Q1 2025. 958 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

SBI Securities held 23,048 shares of McDonald's worth $5.32M as of Q3 2026.
SBI Securities bought 2,876 McDonald's shares in Q3 2026, an estimated $757K.
McDonald's made up 0.12% of SBI Securities's portfolio in Q3 2026, its #91 holding.
SBI Securities first reported a position in McDonald's in Q4 2024 and has held it in 8 quarters since.
SBI Securities's McDonald's position peaked at $6.24M in Q1 2025.
958 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on SBI Securities's 13F filing for Q3 2026, filed 22 Oct 2026.