SJS Investment Consulting
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SJS Investment Consulting’s McDonald's MCD Stock Holding History

SJS Investment Consulting’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 		$2.21M Buy
9,561
+230
+2% +$60.5K 0.22% 35
2026
Q2 		$2.52M Sell
9,331
-1,210
-11% -$347K 0.27% 30
2026
Q1 		$3.28M Sell
10,541
-1,011
-9% -$322K 0.4% 26
2025
Q4 		$3.53M Sell
11,552
-244
-2% -$74.7K 0.45% 23
2025
Q3 		$3.58M Buy
11,796
+1,647
+16% +$501K 0.49% 20
2025
Q2 		$2.97M Buy
10,149
+116
+1% +$35.8K 0.47% 20
2025
Q1 		$3.13M Buy
10,033
+4
+0% +$1.2K 0.53% 20
2024
Q4 		$2.91M Sell
10,029
-154
-2% -$45.9K 0.5% 20
2024
Q3 		$3.1M Buy
10,183
+73
+0.7% +$20.1K 0.55% 18
2024
Q2 		$2.58M Sell
10,110
-31
-0.3% -$8.22K 0.5% 19
2024
Q1 		$2.86M Buy
10,141
+32
+0.3% +$9.31K 0.57% 18
2023
Q4 		$3M Buy
10,109
+4
+0% +$1.09K 0.68% 11
2023
Q3 		$2.66M Buy
10,105
+4
+0% +$1.14K 0.67% 10
2023
Q2 		$3.01M Sell
10,101
-75
-0.7% -$21.8K 0.76% 10
2023
Q1 		$2.85M Buy
10,176
+6
+0.1% +$1.61K 0.78% 10
2022
Q4 		$2.68M Sell
10,170
-166
-2% -$43.8K 0.8% 8
2022
Q3 		$2.38M Buy
+10,336
New +$2.64M 0.81% 8
2022
Q1 		$2.45M Sell
9,903
-12
-0.1% -$2.99K 0.75% 10
2021
Q4 		$2.66M Buy
+9,915
New +$2.5M 0.8% 6

Other funds holding MCD

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

SJS Investment Consulting's MCD Position: Q3 2026 in Review

SJS Investment Consulting increased its McDonald's (MCD) stake by 2.5% in Q3 2026, buying an estimated $60.5K and bringing the position to 9,561 shares worth $2.21M. The position accounts for 0.22% of the portfolio, ranked #35.

SJS Investment Consulting first reported a position in MCD in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.58M in Q3 2025. 2,011 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • SJS Investment Consulting held 9,561 shares of McDonald's worth $2.21M as of Q3 2026.
  • SJS Investment Consulting bought 230 McDonald's shares in Q3 2026, an estimated $60.5K.
  • McDonald's made up 0.22% of SJS Investment Consulting's portfolio in Q3 2026, its #35 holding.
  • SJS Investment Consulting first reported a position in McDonald's in Q4 2021 and has held it in 19 quarters since.
  • SJS Investment Consulting's McDonald's position peaked at $3.58M in Q3 2025.
  • 2,011 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on SJS Investment Consulting's 13F filing for Q3 2026, filed 26 Oct 2026.