USA Financial Formulas
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USA Financial Formulas’s McDonald's MCD Stock Holding History

USA Financial Formulas’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 		$5.54K Sell
24
-13
-35% -$3.42K ﹤0.01% 321
2026
Q2 		$10K Sell
37
-1
-3% -$287 ﹤0.01% 359
2026
Q1 		$11.8K Sell
38
-606
-94% -$193K ﹤0.01% 294
2025
Q4 		$197K Sell
644
-168
-21% -$51.5K 0.04% 132
2025
Q3 		$247K Buy
+812
New +$247K 0.04% 127
2024
Q2 		– Sell
-829
Closed -$234K – 356
2024
Q1 		$234K Sell
829
-643
-44% -$187K 0.04% 177
2023
Q4 		$436K Buy
1,472
+1,466
+24,433% +$399K 0.08% 93
2023
Q3 		$1.58K Hold
6
– – ﹤0.01% 356
2023
Q2 		$1.79K Hold
6
– – ﹤0.01% 311
2023
Q1 		$1.68K Buy
+6
New +$1.61K ﹤0.01% 240
2022
Q2 		– Sell
-18
Closed -$4K – 396
2022
Q1 		$4K Hold
18
– – ﹤0.01% 191
2021
Q4 		$5K Sell
18
-53
-75% -$13.4K ﹤0.01% 220
2021
Q3 		$17K Buy
71
+65
+1,083% +$15.5K 0.02% 227
2021
Q2 		$1K Sell
6
-1
-14% -$233 ﹤0.01% 355
2021
Q1 		$2K Hold
7
– – ﹤0.01% 269
2020
Q4 		$2K Sell
7
-12
-63% -$2.61K ﹤0.01% 235
2020
Q3 		$4K Hold
19
– – ﹤0.01% 185
2020
Q2 		$4K Buy
+19
New +$3.48K ﹤0.01% 103
2018
Q1 		– Sell
-35,227
Closed -$6.06M – 364
2017
Q4 		$6.06M Sell
35,227
-13,797
-28% -$2.32M 1.44% 14
2017
Q3 		$7.68M Buy
49,024
+5,383
+12% +$844K 1.83% 5
2017
Q2 		$6.68M Buy
+43,641
New +$6.31M 1.61% 10
2016
Q3 		– Sell
-113,872
Closed -$13.7M – 274
2016
Q2 		$13.7M Sell
113,872
-26,682
-19% -$3.34M 3.76% 5
2016
Q1 		$17.7M Buy
140,554
+2,159
+2% +$258K 5.62% 3
2015
Q4 		$16.4M Buy
+138,395
New +$15.5M 6.61% 2

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

USA Financial Formulas's MCD Position: Q3 2026 in Review

USA Financial Formulas reduced its McDonald's (MCD) stake by 35% in Q3 2026, selling an estimated $3.42K and leaving 24 shares worth $5.54K. The position accounts for ﹤0.01% of the portfolio, ranked #321.

USA Financial Formulas first reported a position in MCD in Q4 2015 and has held it in 24 quarters since. The position peaked at $17.7M in Q1 2016. 2,914 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • USA Financial Formulas held 24 shares of McDonald's worth $5.54K as of Q3 2026.
  • USA Financial Formulas sold 13 McDonald's shares in Q3 2026, an estimated $3.42K.
  • McDonald's made up ﹤0.01% of USA Financial Formulas's portfolio in Q3 2026, its #321 holding.
  • USA Financial Formulas first reported a position in McDonald's in Q4 2015 and has held it in 24 quarters since.
  • USA Financial Formulas's McDonald's position peaked at $17.7M in Q1 2016.
  • 2,914 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on USA Financial Formulas's 13F filing for Q3 2026, filed 16 Oct 2026.