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 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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Union Bancaire Privee's MCD Position: Q2 2026 in Review

Union Bancaire Privee reduced its McDonald's (MCD) stake by 14% in Q2 2026, selling an estimated $4.17M and leaving 90,971 shares worth $26.4M. The position accounts for 0.29% of the portfolio, ranked #47.

Union Bancaire Privee first reported a position in MCD in Q4 2024 and has held it in 7 quarters since. The position peaked at $64.8M in Q4 2024. 1,541 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Union Bancaire Privee held 90,971 shares of McDonald's worth $26.4M as of Q2 2026.
Union Bancaire Privee sold 14,527 McDonald's shares in Q2 2026, an estimated $4.17M.
McDonald's made up 0.29% of Union Bancaire Privee's portfolio in Q2 2026, its #47 holding.
Union Bancaire Privee first reported a position in McDonald's in Q4 2024 and has held it in 7 quarters since.
Union Bancaire Privee's McDonald's position peaked at $64.8M in Q4 2024.
1,541 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Union Bancaire Privee's 13F filing for Q2 2026, filed 16 Jul 2026.