Sunbeam Capital Management’s McDonald's MCD Stock Holding History

Sunbeam Capital Management’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	$507K	Sell	2,196 -87	-4%	-$22.9K	0.23%	74
2026 Q2	$617K	Buy	2,283 +1,045	+84%	+$300K	0.28%	68
2026 Q1	$385K	Buy	1,238 +23	+2%	+$7.33K	0.22%	75
2025 Q4	$371K	Buy	1,215 +16	+1%	+$4.9K	0.22%	72
2025 Q3	$365K	Buy	1,199 +87	+8%	+$26.5K	0.23%	68
2025 Q2	$325K	Buy	1,112 +35	+3%	+$10.8K	0.25%	63
2025 Q1	$336K	Buy	1,077 +5	+0.5%	+$1.5K	0.32%	55
2024 Q4	$311K	Buy	+1,072	New	+$320K	0.29%	58

Other funds holding MCD

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

Sunbeam Capital Management's MCD Position: Q3 2026 in Review

Sunbeam Capital Management reduced its McDonald's (MCD) stake by 3.8% in Q3 2026, selling an estimated $22.9K and leaving 2,196 shares worth $507K. The position accounts for 0.23% of the portfolio, ranked #74.

Sunbeam Capital Management first reported a position in MCD in Q4 2024 and has held it in 8 quarters since. The position peaked at $617K in Q2 2026. 2,914 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

Sunbeam Capital Management held 2,196 shares of McDonald's worth $507K as of Q3 2026.
Sunbeam Capital Management sold 87 McDonald's shares in Q3 2026, an estimated $22.9K.
McDonald's made up 0.23% of Sunbeam Capital Management's portfolio in Q3 2026, its #74 holding.
Sunbeam Capital Management first reported a position in McDonald's in Q4 2024 and has held it in 8 quarters since.
Sunbeam Capital Management's McDonald's position peaked at $617K in Q2 2026.
2,914 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Sunbeam Capital Management's 13F filing for Q3 2026, filed 5 Nov 2026.