Steph & Co’s McDonald's MCD Stock Holding History

Steph & 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	$462	Sell	2 -24	-92%	-$6.32K	﹤0.01%	277
2026 Q2	$7.03K	Sell	26 -43	-62%	-$12.3K	﹤0.01%	270
2026 Q1	$21.4K	Hold	69	–	–	0.01%	248
2025 Q4	$21.1K	Buy	69 +4	+6%	+$1.22K	0.01%	251
2025 Q3	$19.8K	Buy	65 +41	+171%	+$12.5K	0.01%	250
2025 Q2	$7.01K	Hold	24	–	–	﹤0.01%	285
2025 Q1	$7.5K	Sell	24 -14	-37%	-$4.19K	﹤0.01%	246
2024 Q4	$11K	Sell	38 -17	-31%	-$5.07K	﹤0.01%	241
2024 Q3	$16.7K	Hold	55	–	–	0.01%	238
2024 Q2	$14K	Buy	55 +5	+10%	+$1.33K	﹤0.01%	229
2024 Q1	$14.1K	Buy	+50	New	+$14.5K	﹤0.01%	245
2023 Q4	–	Sell	-47	Closed	-$12.4K	–	277
2023 Q3	$12.4K	Buy	+47	New	+$13.4K	0.01%	234
2022 Q2	–	Sell	-135	Closed	-$33K	–	274
2022 Q1	$33K	Sell	135 -175	-56%	-$43.6K	0.02%	208
2021 Q4	$83K	Buy	+310	New	+$78.3K	0.05%	161
2020 Q2	–	Sell	-200	Closed	-$33K	–	255
2020 Q1	$33K	Hold	200	–	–	0.04%	154
2019 Q4	$40K	Buy	+200	New	+$39.7K	0.03%	174

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

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

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

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Steph & Co's MCD Position: Q3 2026 in Review

Steph & Co reduced its McDonald's (MCD) stake by 92% in Q3 2026, selling an estimated $6.32K and leaving 2 shares worth $462. The position accounts for ﹤0.01% of the portfolio, ranked #277.

Steph & Co first reported a position in MCD in Q4 2019 and has held it in 16 quarters since. The position peaked at $83K in Q4 2021. 649 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

Steph & Co held 2 shares of McDonald's worth $462 as of Q3 2026.
Steph & Co sold 24 McDonald's shares in Q3 2026, an estimated $6.32K.
McDonald's made up ﹤0.01% of Steph & Co's portfolio in Q3 2026, its #277 holding.
Steph & Co first reported a position in McDonald's in Q4 2019 and has held it in 16 quarters since.
Steph & Co's McDonald's position peaked at $83K in Q4 2021.
649 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Steph & Co's 13F filing for Q3 2026, filed 7 Oct 2026.