Sterling Financial Planning
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Sterling Financial Planning’s McDonald's MCD Stock Holding History

Sterling Financial Planning’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 		$206K Sell
890
-6
-0.7% -$1.58K 0.06% 122
2026
Q2 		$242K Buy
896
+1
+0.1% +$287 0.07% 111
2026
Q1 		$278K Sell
895
-50
-5% -$15.9K 0.08% 99
2025
Q4 		$289K Sell
945
-19
-2% -$5.82K 0.09% 93
2025
Q3 		$293K Sell
964
-36
-4% -$11K 0.09% 93
2025
Q2 		$292K Buy
1,000
+50
+5% +$15.4K 0.1% 90
2025
Q1 		$297K Sell
950
-73
-7% -$21.8K 0.11% 85
2024
Q4 		$297K Sell
1,023
-928
-48% -$277K 0.11% 86
2024
Q3 		$594K Hold
1,951
– – 0.22% 65
2024
Q2 		$497K Hold
1,951
– – 0.2% 68
2024
Q1 		$550K Sell
1,951
-91
-4% -$26.5K 0.22% 64
2023
Q4 		$605K Buy
2,042
+91
+5% +$24.8K 0.26% 58
2023
Q3 		$514K Hold
1,951
– – 0.26% 58
2023
Q2 		$582K Hold
1,951
– – 0.29% 56
2023
Q1 		$545K Hold
1,951
– – 0.3% 57
2022
Q4 		$514K Buy
1,951
+73
+4% +$19.3K 0.31% 59
2022
Q3 		$433K Hold
1,878
– – 0.3% 59
2022
Q2 		$464K Sell
1,878
-94
-5% -$23.2K 0.33% 54
2022
Q1 		$488K Sell
1,972
-133
-6% -$33.1K 0.31% 54
2021
Q4 		$564K Sell
2,105
-160
-7% -$40.4K 0.35% 51
2021
Q3 		$546K Sell
2,265
-94
-4% -$22.4K 0.35% 47
2021
Q2 		$545K Buy
2,359
+65
+3% +$15.1K 0.35% 43
2021
Q1 		$514K Sell
2,294
-386
-14% -$82.6K 0.37% 45
2020
Q4 		$575K Buy
+2,680
New +$583K 0.46% 38

Other funds holding MCD

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

Sterling Financial Planning's MCD Position: Q3 2026 in Review

Sterling Financial Planning reduced its McDonald's (MCD) stake by 0.67% in Q3 2026, selling an estimated $1.58K and leaving 890 shares worth $206K. The position accounts for 0.06% of the portfolio, ranked #122.

Sterling Financial Planning first reported a position in MCD in Q4 2020 and has held it in 24 quarters since. The position peaked at $605K in Q4 2023. 1,400 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Sterling Financial Planning held 890 shares of McDonald's worth $206K as of Q3 2026.
  • Sterling Financial Planning sold 6 McDonald's shares in Q3 2026, an estimated $1.58K.
  • McDonald's made up 0.06% of Sterling Financial Planning's portfolio in Q3 2026, its #122 holding.
  • Sterling Financial Planning first reported a position in McDonald's in Q4 2020 and has held it in 24 quarters since.
  • Sterling Financial Planning's McDonald's position peaked at $605K in Q4 2023.
  • 1,400 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Sterling Financial Planning's 13F filing for Q3 2026, filed 28 Oct 2026.