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

Sulzberger 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 		$236K Hold
1,023
– – 0.24% 51
2026
Q2 		$277K Hold
1,023
– – 0.27% 44
2026
Q1 		$318K Hold
1,023
– – 0.32% 40
2025
Q4 		$313K Hold
1,023
– – 0.32% 40
2025
Q3 		$311K Hold
1,023
– – 0.35% 38
2025
Q2 		$299K Hold
1,023
– – 0.35% 38
2025
Q1 		$320K Hold
1,023
– – 0.42% 36
2024
Q4 		$297K Buy
+1,023
New +$305K 0.34% 46

Other funds holding MCD

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

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

Sulzberger Capital Advisors held its McDonald's (MCD) position steady in Q3 2026 at 1,023 shares worth $236K. The position accounts for 0.24% of the portfolio, ranked #51.

Sulzberger Capital Advisors first reported a position in MCD in Q4 2024 and has held it in 8 quarters since. The position peaked at $320K in Q1 2025. 2,914 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Sulzberger Capital Advisors held 1,023 shares of McDonald's worth $236K as of Q3 2026.
  • Sulzberger Capital Advisors left its McDonald's share count unchanged in Q3 2026.
  • McDonald's made up 0.24% of Sulzberger Capital Advisors's portfolio in Q3 2026, its #51 holding.
  • Sulzberger Capital Advisors first reported a position in McDonald's in Q4 2024 and has held it in 8 quarters since.
  • Sulzberger Capital Advisors's McDonald's position peaked at $320K in Q1 2025.
  • 2,914 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

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