Townsend & Associates
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Townsend & Associates’s McDonald's MCD Stock Holding History

Townsend & Associates’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 		$547K Sell
2,250
-2,014
-47% -$530K 0.05% 75
2026
Q2 		$1.14M Hold
4,264
– – 0.1% 66
2026
Q1 		$1.28M Sell
4,264
-177
-4% -$56.4K 0.11% 64
2025
Q4 		$1.37M Sell
4,441
-14
-0.3% -$4.29K 0.12% 62
2025
Q3 		$1.37M Hold
4,455
– – 0.13% 62
2025
Q2 		$1.33M Buy
4,455
+872
+24% +$269K 0.13% 61
2025
Q1 		$1.11M Hold
3,583
– – 0.12% 60
2024
Q4 		$1.01M Sell
3,583
-49
-1% -$14.6K 0.1% 62
2024
Q3 		$1.08M Hold
3,632
– – 0.11% 62
2024
Q2 		$915K Sell
3,632
-45
-1% -$11.9K 0.1% 62
2024
Q1 		$1.02M Hold
3,677
– – 0.12% 61
2023
Q4 		$1.1M Sell
3,677
-21
-0.6% -$5.72K 0.14% 62
2023
Q3 		$946K Hold
3,698
– – 0.2% 61
2023
Q2 		$1.08M Buy
3,698
+455
+14% +$132K 0.28% 72
2023
Q1 		$959K Buy
3,243
+915
+39% +$245K 0.38% 71
2022
Q4 		$620K Buy
2,328
+265
+13% +$69.9K 0.31% 68
2022
Q3 		$574K Buy
+2,063
New +$527K 0.27% 61
2019
Q3 		– Sell
-1,102
Closed -$234K – 81
2019
Q2 		$234K Buy
1,102
+1
+0.1% +$198 0.18% 72
2019
Q1 		$209K Buy
+1,101
New +$200K 0.21% 73
2018
Q4 		– Sell
-1,000
Closed -$167K – 115
2018
Q3 		$167K Hold
1,000
– – 0.17% 77
2018
Q2 		$157K Hold
1,000
– – 0.18% 74
2018
Q1 		$156K Hold
1,000
– – 0.12% 72
2017
Q4 		$172K Buy
+1,000
New +$168K 0.15% 74

Other funds holding MCD

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
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
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co Frankfurt, Germany $11.5B AUM 29.17% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 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

Townsend & Associates's MCD Position: Q3 2026 in Review

Townsend & Associates reduced its McDonald's (MCD) stake by 47% in Q3 2026, selling an estimated $530K and leaving 2,250 shares worth $547K. The position accounts for 0.05% of the portfolio, ranked #75.

Townsend & Associates first reported a position in MCD in Q4 2017 and has held it in 23 quarters since. The position peaked at $1.37M in Q3 2025. 1,472 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Townsend & Associates held 2,250 shares of McDonald's worth $547K as of Q3 2026.
  • Townsend & Associates sold 2,014 McDonald's shares in Q3 2026, an estimated $530K.
  • McDonald's made up 0.05% of Townsend & Associates's portfolio in Q3 2026, its #75 holding.
  • Townsend & Associates first reported a position in McDonald's in Q4 2017 and has held it in 23 quarters since.
  • Townsend & Associates's McDonald's position peaked at $1.37M in Q3 2025.
  • 1,472 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Townsend & Associates's 13F filing for Q3 2026, filed 23 Oct 2026.