Slocum, Gordon & Co’s McDonald's MCD Stock Holding History

Slocum, Gordon & Co’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	–	Sell	-14,628	Closed	-$3.95M	–	70
2026 Q2	$3.95M	Sell	14,628 -640	-4%	-$184K	2.63%	11
2026 Q1	$4.75M	Buy	15,268 +4,595	+43%	+$1.46M	3.23%	9
2025 Q4	$3.26M	Buy	+10,673	New	+$3.27M	2.36%	15
2025 Q3	–	Sell	-688	Closed	-$201K	–	98
2025 Q2	$201K	Hold	688	–	–	0.16%	56
2025 Q1	$215K	Hold	688	–	–	0.16%	51
2024 Q4	$199K	Hold	688	–	–	0.16%	54
2024 Q3	$210K	Hold	688	–	–	0.08%	58
2024 Q2	$175K	Buy	688 +42	+7%	+$11.1K	0.13%	58
2024 Q1	$182K	Sell	646 -100	-13%	-$29.1K	0.14%	55
2023 Q4	$221K	Buy	746 +100	+15%	+$27.2K	0.19%	51
2023 Q3	$170K	Hold	646	–	–	0.15%	56
2023 Q2	$193K	Hold	646	–	–	0.14%	52
2023 Q1	$181K	Buy	646 +502	+349%	+$134K	0.15%	51
2022 Q4	$37.9K	Buy	+144	New	+$38K	0.02%	86

Other funds holding MCD

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

B. Metzler seel. Sohn & Co Frankfurt, Germany $11.5B AUM 29.17% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Slocum, Gordon & Co's MCD Position: Q3 2026 in Review

Slocum, Gordon & Co sold out of McDonald's (MCD) in Q3 2026, closing a stake of 14,628 shares — an estimated $3.95M sold.

Slocum, Gordon & Co first reported a position in MCD in Q4 2022 and held it in 14 quarters. The position peaked at $4.75M in Q1 2026. 1,472 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

Slocum, Gordon & Co reported no remaining McDonald's position as of Q3 2026 after selling out during the quarter.
Slocum, Gordon & Co sold 14,628 McDonald's shares in Q3 2026, an estimated $3.95M.
Slocum, Gordon & Co first reported a position in McDonald's in Q4 2022 and held it in 14 quarters.
Slocum, Gordon & Co's McDonald's position peaked at $4.75M in Q1 2026.
1,472 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Slocum, Gordon & Co's 13F filing for Q3 2026, filed 19 Oct 2026.