Stiles Financial Services
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Stiles Financial Services’s McDonald's MCD Stock Holding History

Stiles Financial Services’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 		$849K Sell
3,677
-159
-4% -$41.8K 0.22% 99
2026
Q2 		$1.04M Sell
3,836
-40
-1% -$11.5K 0.26% 84
2026
Q1 		$1.2M Sell
3,876
-195
-5% -$62.1K 0.37% 75
2025
Q4 		$1.24M Sell
4,071
-57
-1% -$17.5K 0.38% 75
2025
Q3 		$1.25M Sell
4,128
-223
-5% -$67.9K 0.4% 77
2025
Q2 		$1.27M Buy
4,351
+90
+2% +$27.7K 0.44% 69
2025
Q1 		$1.33M Sell
4,261
-38
-0.9% -$11.4K 0.51% 65
2024
Q4 		$1.25M Buy
4,299
+9
+0.2% +$2.68K 0.45% 68
2024
Q3 		$1.31M Buy
4,290
+121
+3% +$33.4K 0.46% 69
2024
Q2 		$1.06M Sell
4,169
-144
-3% -$38.2K 0.41% 73
2024
Q1 		$1.21M Sell
4,313
-39
-0.9% -$11.3K 0.49% 69
2023
Q4 		$1.29M Buy
4,352
+90
+2% +$24.5K 0.59% 57
2023
Q3 		$1.12M Buy
4,262
+11
+0.3% +$3.14K 0.58% 56
2023
Q2 		$1.27M Sell
4,251
-191
-4% -$55.5K 0.63% 55
2023
Q1 		$1.24M Buy
4,442
+13
+0.3% +$3.48K 0.67% 48
2022
Q4 		$1.17M Sell
4,429
-134
-3% -$35.4K 0.67% 48
2022
Q3 		$1.05M Buy
4,563
+5
+0.1% +$1.28K 0.64% 47
2022
Q2 		$1.12M Sell
4,558
-34
-0.7% -$8.37K 0.68% 47
2022
Q1 		$1.14M Buy
4,592
+288
+7% +$71.7K 0.57% 54
2021
Q4 		$1.15M Buy
+4,304
New +$1.09M 0.56% 54

Other funds holding MCD

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
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
Citigroup
Citigroup New York $308B AUM 40.94% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Stiles Financial Services's MCD Position: Q3 2026 in Review

Stiles Financial Services reduced its McDonald's (MCD) stake by 4.1% in Q3 2026, selling an estimated $41.8K and leaving 3,677 shares worth $849K. The position accounts for 0.22% of the portfolio, ranked #99.

Stiles Financial Services first reported a position in MCD in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.33M in Q1 2025. 1,806 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Stiles Financial Services held 3,677 shares of McDonald's worth $849K as of Q3 2026.
  • Stiles Financial Services sold 159 McDonald's shares in Q3 2026, an estimated $41.8K.
  • McDonald's made up 0.22% of Stiles Financial Services's portfolio in Q3 2026, its #99 holding.
  • Stiles Financial Services first reported a position in McDonald's in Q4 2021 and has held it in 20 quarters since.
  • Stiles Financial Services's McDonald's position peaked at $1.33M in Q1 2025.
  • 1,806 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Stiles Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.