Stevens Capital Partners
MCD icon

Stevens Capital Partners’s McDonald's MCD Stock Holding History

Stevens Capital Partners’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 		$464K Buy
2,009
+1,244
+163% +$327K 0.08% 105
2026
Q2 		$207K Buy
765
+33
+5% +$9.46K 0.04% 152
2026
Q1 		$227K Buy
+732
New +$233K 0.05% 117

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

Stevens Capital Partners's MCD Position: Q3 2026 in Review

Stevens Capital Partners increased its McDonald's (MCD) stake by 163% in Q3 2026, buying an estimated $327K and bringing the position to 2,009 shares worth $464K. The position accounts for 0.08% of the portfolio, ranked #105.

Stevens Capital Partners first reported a position in MCD in Q1 2026 and has held it in 3 quarters since. 2,019 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Stevens Capital Partners held 2,009 shares of McDonald's worth $464K as of Q3 2026.
  • Stevens Capital Partners bought 1,244 McDonald's shares in Q3 2026, an estimated $327K.
  • McDonald's made up 0.08% of Stevens Capital Partners's portfolio in Q3 2026, its #105 holding.
  • Stevens Capital Partners first reported a position in McDonald's in Q1 2026 and has held it in 3 quarters since.
  • 2,019 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Stevens Capital Partners's 13F filing for Q3 2026, filed 29 Oct 2026.