Valley Brook Capital Group
MCD icon

Valley Brook Capital Group’s McDonald's MCD Stock Holding History

Valley Brook Capital Group’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 		$1.39M Sell
6,010
-510
-8% -$134K 0.78% 39
2026
Q2 		$1.76M Sell
6,520
-275
-4% -$78.9K 1% 30
2026
Q1 		$2.11M Buy
6,795
+100
+1% +$31.9K 1.42% 20
2025
Q4 		$2.05M Sell
6,695
-60
-0.9% -$18.4K 1.35% 20
2025
Q3 		$2.05M Sell
6,755
-60
-0.9% -$18.3K 1.38% 19
2025
Q2 		$1.99M Buy
6,815
+60
+0.9% +$18.5K 1.49% 17
2025
Q1 		$2.11M Buy
6,755
+70
+1% +$20.9K 1.66% 17
2024
Q4 		$1.94M Sell
6,685
-55
-0.8% -$16.4K 1.45% 19
2024
Q3 		$2.05M Sell
6,740
-145
-2% -$40K 1.47% 16
2024
Q2 		$1.75M Buy
6,885
+110
+2% +$29.2K 1.37% 18
2024
Q1 		$1.91M Buy
6,775
+90
+1% +$26.2K 1.53% 16
2023
Q4 		$1.98M Buy
6,685
+70
+1% +$19.1K 1.73% 11
2023
Q3 		$1.74M Buy
6,615
+20
+0.3% +$5.7K 1.72% 11
2023
Q2 		$1.97M Hold
6,595
– – 1.82% 12
2023
Q1 		$1.84M Hold
6,595
– – 1.7% 12
2022
Q4 		$1.74M Buy
6,595
+75
+1% +$19.8K 1.67% 14
2022
Q3 		$1.5M Hold
6,520
– – 1.64% 14
2022
Q2 		$1.61M Buy
6,520
+50
+0.8% +$12.3K 1.66% 14
2022
Q1 		$1.6M Buy
6,470
+220
+4% +$54.8K 1.38% 17
2021
Q4 		$1.68M Hold
6,250
– – 1.45% 16
2021
Q3 		$1.51M Sell
6,250
-100
-2% -$23.9K 1.49% 15
2021
Q2 		$1.47M Buy
6,350
+46
+0.7% +$10.7K 1.4% 17
2021
Q1 		$1.41M Buy
6,304
+54
+0.9% +$11.5K 1.28% 18
2020
Q4 		$1.34M Buy
+6,250
New +$1.36M 1.33% 17

Other funds holding MCD

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Valley Brook Capital Group's MCD Position: Q3 2026 in Review

Valley Brook Capital Group reduced its McDonald's (MCD) stake by 7.8% in Q3 2026, selling an estimated $134K and leaving 6,010 shares worth $1.39M. The position accounts for 0.78% of the portfolio, ranked #39.

Valley Brook Capital Group first reported a position in MCD in Q4 2020 and has held it in 24 quarters since. The position peaked at $2.11M in Q1 2026. 2,019 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Valley Brook Capital Group held 6,010 shares of McDonald's worth $1.39M as of Q3 2026.
  • Valley Brook Capital Group sold 510 McDonald's shares in Q3 2026, an estimated $134K.
  • McDonald's made up 0.78% of Valley Brook Capital Group's portfolio in Q3 2026, its #39 holding.
  • Valley Brook Capital Group first reported a position in McDonald's in Q4 2020 and has held it in 24 quarters since.
  • Valley Brook Capital Group's McDonald's position peaked at $2.11M in Q1 2026.
  • 2,019 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Valley Brook Capital Group's 13F filing for Q3 2026, filed 26 Oct 2026.