TigerOak Management’s McDonald's MCD Stock Holding History

TigerOak 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	$1.34M	Sell	5,796 -246	-4%	-$64.7K	0.35%	44
2026 Q2	$1.63M	Buy	6,042 +10	+0.2%	+$2.87K	0.46%	35
2026 Q1	$1.87M	Buy	6,032 +44	+0.7%	+$14K	0.59%	30
2025 Q4	$1.83M	Sell	5,988 -227	-4%	-$69.5K	0.56%	28
2025 Q3	$1.89M	Buy	6,215 +132	+2%	+$40.2K	0.59%	30
2025 Q2	$1.78M	Sell	6,083 -8	-0.1%	-$2.47K	0.61%	28
2025 Q1	$1.9M	Buy	6,091 +12	+0.2%	+$3.59K	0.73%	26
2024 Q4	$1.76M	Buy	+6,079	New	+$1.81M	0.64%	28

Other funds holding MCD

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

B. Metzler seel. Sohn & Co Frankfurt, Germany $11.5B AUM 29.17% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

TigerOak Management's MCD Position: Q3 2026 in Review

TigerOak Management reduced its McDonald's (MCD) stake by 4.1% in Q3 2026, selling an estimated $64.7K and leaving 5,796 shares worth $1.34M. The position accounts for 0.35% of the portfolio, ranked #44.

TigerOak Management first reported a position in MCD in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.9M in Q1 2025. 1,582 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

TigerOak Management held 5,796 shares of McDonald's worth $1.34M as of Q3 2026.
TigerOak Management sold 246 McDonald's shares in Q3 2026, an estimated $64.7K.
McDonald's made up 0.35% of TigerOak Management's portfolio in Q3 2026, its #44 holding.
TigerOak Management first reported a position in McDonald's in Q4 2024 and has held it in 8 quarters since.
TigerOak Management's McDonald's position peaked at $1.9M in Q1 2025.
1,582 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on TigerOak Management's 13F filing for Q3 2026, filed 23 Oct 2026.