Stokes Capital Advisors
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Stokes Capital Advisors’s McDonald's MCD Stock Holding History

Stokes Capital 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 		$9.01M Buy
39,001
+906
+2% +$238K 1.98% 17
2026
Q2 		$10.3M Sell
38,095
-603
-2% -$173K 2.21% 15
2026
Q1 		$12M Sell
38,698
-2,486
-6% -$792K 2.7% 7
2025
Q4 		$12.6M Buy
41,184
+84
+0.2% +$25.7K 2.87% 8
2025
Q3 		$12.5M Buy
41,100
+3,407
+9% +$1.04M 2.91% 6
2025
Q2 		$11M Buy
37,693
+1,168
+3% +$360K 2.7% 9
2025
Q1 		$11.4M Buy
36,525
+2,509
+7% +$750K 2.9% 5
2024
Q4 		$9.9M Buy
34,016
+778
+2% +$232K 2.55% 10
2024
Q3 		$10.1M Buy
33,238
+573
+2% +$158K 2.59% 8
2024
Q2 		$8.32M Buy
32,665
+3,898
+14% +$1.03M 2.32% 11
2024
Q1 		$8.11M Buy
28,767
+1,693
+6% +$492K 2.36% 13
2023
Q4 		$8.03M Buy
27,074
+565
+2% +$154K 2.54% 10
2023
Q3 		$6.98M Buy
26,509
+795
+3% +$227K 2.44% 9
2023
Q2 		$7.67M Sell
25,714
-1,340
-5% -$389K 2.58% 6
2023
Q1 		$7.56M Sell
27,054
-323
-1% -$86.5K 2.57% 6
2022
Q4 		$7.21M Sell
27,377
-1,444
-5% -$381K 2.48% 8
2022
Q3 		$6.65M Sell
28,821
-141
-0.5% -$36K 2.47% 8
2022
Q2 		$7.15M Buy
28,962
+256
+0.9% +$63K 2.5% 7
2022
Q1 		$7.1M Buy
28,706
+737
+3% +$184K 2.07% 14
2021
Q4 		$7.5M Sell
27,969
-62
-0.2% -$15.7K 2.23% 11
2021
Q3 		$6.76M Buy
28,031
+566
+2% +$135K 2.18% 11
2021
Q2 		$6.34M Buy
27,465
+2,828
+11% +$658K 2.08% 16
2021
Q1 		$5.52M Buy
24,637
+631
+3% +$135K 2.26% 10
2020
Q4 		$5.15M Buy
24,006
+360
+2% +$78.3K 2.24% 8
2020
Q3 		$5.19M Sell
23,646
-1,373
-5% -$282K 2.5% 8
2020
Q2 		$4.62M Buy
25,019
+1,037
+4% +$190K 2.44% 7
2020
Q1 		$3.96M Buy
23,982
+443
+2% +$87.3K 2.38% 8
2019
Q4 		$4.65M Buy
23,539
+4,129
+21% +$819K 2.35% 8
2019
Q3 		$4.17M Buy
19,410
+1,105
+6% +$237K 2.25% 8
2019
Q2 		$3.8M Buy
18,305
+2,385
+15% +$472K 2.16% 8
2019
Q1 		$3.02M Buy
+15,920
New +$2.89M 1.82% 17

Other funds holding MCD

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
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 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
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Stokes Capital Advisors's MCD Position: Q3 2026 in Review

Stokes Capital Advisors increased its McDonald's (MCD) stake by 2.4% in Q3 2026, buying an estimated $238K and bringing the position to 39,001 shares worth $9.01M. The position accounts for 1.98% of the portfolio, ranked #17.

Stokes Capital Advisors first reported a position in MCD in Q1 2019 and has held it in 31 quarters since. The position peaked at $12.6M in Q4 2025. 1,227 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Stokes Capital Advisors held 39,001 shares of McDonald's worth $9.01M as of Q3 2026.
  • Stokes Capital Advisors bought 906 McDonald's shares in Q3 2026, an estimated $238K.
  • McDonald's made up 1.98% of Stokes Capital Advisors's portfolio in Q3 2026, its #17 holding.
  • Stokes Capital Advisors first reported a position in McDonald's in Q1 2019 and has held it in 31 quarters since.
  • Stokes Capital Advisors's McDonald's position peaked at $12.6M in Q4 2025.
  • 1,227 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Stokes Capital Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.