Stewardship Advisors
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Stewardship Advisors’s McDonald's MCD Stock Holding History

Stewardship Advisors’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
-811
Closed -$219K – 183
2026
Q2 		$219K Buy
811
+1
+0.1% +$287 0.05% 168
2026
Q1 		$252K Hold
810
– – 0.06% 137
2025
Q4 		$248K Sell
810
-37
-4% -$11.3K 0.06% 132
2025
Q3 		$257K Buy
847
+1
+0.1% +$304 0.06% 131
2025
Q2 		$247K Buy
846
+2
+0.2% +$617 0.06% 128
2025
Q1 		$264K Buy
844
+18
+2% +$5.38K 0.07% 116
2024
Q4 		$239K Buy
826
+40
+5% +$11.9K 0.07% 133
2024
Q3 		$239K Buy
+786
New +$217K 0.07% 125

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

Stewardship Advisors's MCD Position: Q3 2026 in Review

Stewardship Advisors sold out of McDonald's (MCD) in Q3 2026, closing a stake of 811 shares — an estimated $219K sold.

Stewardship Advisors first reported a position in MCD in Q3 2024 and held it in 8 quarters. The position peaked at $264K in Q1 2025. 2,019 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Stewardship Advisors reported no remaining McDonald's position as of Q3 2026 after selling out during the quarter.
  • Stewardship Advisors sold 811 McDonald's shares in Q3 2026, an estimated $219K.
  • Stewardship Advisors first reported a position in McDonald's in Q3 2024 and held it in 8 quarters.
  • Stewardship Advisors's McDonald's position peaked at $264K in Q1 2025.
  • 2,019 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Stewardship Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.