Union Bancaire Privee
MCD icon

Union Bancaire Privee’s McDonald's MCD Stock Holding History

Union Bancaire Privee’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 		$24.2M Sell
88,105
-2,866
-3% -$754K 0.23% 65
2026
Q2 		$26.4M Sell
90,971
-14,527
-14% -$4.17M 0.29% 47
2026
Q1 		$32.6M Sell
105,498
-20,529
-16% -$6.54M 0.45% 41
2025
Q4 		$38.5M Sell
126,027
-39,144
-24% -$12M 0.46% 44
2025
Q3 		$49.8M Sell
165,171
-19,294
-10% -$5.87M 0.71% 32
2025
Q2 		$50.8M Sell
184,465
-24,880
-12% -$7.67M 0.74% 35
2025
Q1 		$64.2M Sell
209,345
-13,262
-6% -$3.97M 1.24% 20
2024
Q4 		$64.8M Buy
+222,607
New +$66.4M 1.13% 24

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

Union Bancaire Privee's MCD Position: Q3 2026 in Review

Union Bancaire Privee reduced its McDonald's (MCD) stake by 3.2% in Q3 2026, selling an estimated $754K and leaving 88,105 shares worth $24.2M. The position accounts for 0.23% of the portfolio, ranked #65.

Union Bancaire Privee first reported a position in MCD in Q4 2024 and has held it in 8 quarters since. The position peaked at $64.8M in Q4 2024. 2,914 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Union Bancaire Privee held 88,105 shares of McDonald's worth $24.2M as of Q3 2026.
  • Union Bancaire Privee sold 2,866 McDonald's shares in Q3 2026, an estimated $754K.
  • McDonald's made up 0.23% of Union Bancaire Privee's portfolio in Q3 2026, its #65 holding.
  • Union Bancaire Privee first reported a position in McDonald's in Q4 2024 and has held it in 8 quarters since.
  • Union Bancaire Privee's McDonald's position peaked at $64.8M in Q4 2024.
  • 2,914 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Union Bancaire Privee's 13F filing for Q3 2026, filed 4 Nov 2026.