Values Added Financial’s McDonald's MCD Stock Holding History

Values Added Financial’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	$213K	Sell	921 -46	-5%	-$12.1K	0.08%	136
2026 Q2	$261K	Buy	967 +5	+0.5%	+$1.43K	0.09%	121
2026 Q1	$299K	Sell	962 -12	-1%	-$3.82K	0.13%	101
2025 Q4	$298K	Buy	974 +7	+0.7%	+$2.14K	0.13%	102
2025 Q3	$294K	Hold	967	–	–	0.13%	102
2025 Q2	$283K	Buy	967 +150	+18%	+$46.2K	0.14%	99
2025 Q1	$255K	Sell	817 -105	-11%	-$31.4K	0.14%	102
2024 Q4	$267K	Buy	922 +30	+3%	+$8.95K	0.15%	99
2024 Q3	$272K	Sell	892 -70	-7%	-$19.3K	0.17%	89
2024 Q2	$245K	Sell	962 -39	-4%	-$10.3K	0.18%	80
2024 Q1	$282K	Sell	1,001 -277	-22%	-$80.6K	0.22%	69
2023 Q4	$379K	Buy	1,278 +278	+28%	+$75.7K	0.31%	57
2023 Q3	$263K	Sell	1,000 -54	-5%	-$15.4K	0.24%	68
2023 Q2	$315K	Buy	+1,054	New	+$306K	0.29%	60

Other funds holding MCD

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

B. Metzler seel. Sohn & Co Frankfurt, Germany $11.5B AUM 29.17% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Values Added Financial's MCD Position: Q3 2026 in Review

Values Added Financial reduced its McDonald's (MCD) stake by 4.8% in Q3 2026, selling an estimated $12.1K and leaving 921 shares worth $213K. The position accounts for 0.08% of the portfolio, ranked #136.

Values Added Financial first reported a position in MCD in Q2 2023 and has held it in 14 quarters since. The position peaked at $379K in Q4 2023. 1,466 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

Values Added Financial held 921 shares of McDonald's worth $213K as of Q3 2026.
Values Added Financial sold 46 McDonald's shares in Q3 2026, an estimated $12.1K.
McDonald's made up 0.08% of Values Added Financial's portfolio in Q3 2026, its #136 holding.
Values Added Financial first reported a position in McDonald's in Q2 2023 and has held it in 14 quarters since.
Values Added Financial's McDonald's position peaked at $379K in Q4 2023.
1,466 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Values Added Financial's 13F filing for Q3 2026, filed 28 Oct 2026.