Shade Tree Advisors’s McDonald's MCD Stock Holding History

Shade Tree 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	$369K	Buy	+1,598	New	+$421K	0.2%	50

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

UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 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

J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return

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

Shade Tree Advisors's MCD Position: Q3 2026 in Review

Shade Tree Advisors opened a new position in McDonald's (MCD) in Q3 2026: 1,598 shares worth $369K. The stake represents 0.2% of the portfolio and ranks #50 among its holdings.

1,141 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

Shade Tree Advisors held 1,598 shares of McDonald's worth $369K as of Q3 2026.
McDonald's was a new Shade Tree Advisors position in Q3 2026.
McDonald's made up 0.2% of Shade Tree Advisors's portfolio in Q3 2026, its #50 holding.
1,141 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Shade Tree Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.