Verity & Verity’s McDonald's MCD Stock Holding History

Verity & Verity’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	$379K	Sell	1,641 -60	-4%	-$15.8K	0.03%	103
2026 Q2	$460K	Buy	1,701 +28	+2%	+$8.03K	0.03%	102
2026 Q1	$520K	Sell	1,673 -2,987	-64%	-$952K	0.04%	99
2025 Q4	$1.42M	Buy	4,660 +2,021	+77%	+$619K	0.11%	76
2025 Q3	$802K	Sell	2,639 -893	-25%	-$272K	0.06%	86
2025 Q2	$1.03M	Sell	3,532 -201	-5%	-$62K	0.09%	80
2025 Q1	$1.17M	Sell	3,733 -288	-7%	-$86.1K	0.1%	75
2024 Q4	$1.17M	Buy	+4,021	New	+$1.2M	0.11%	77
2023 Q1	–	Sell	-943	Closed	-$249K	–	119
2022 Q4	$249K	Buy	+943	New	+$249K	0.03%	121
2013 Q4	–	Sell	-22,015	Closed	-$2.12M	–	72
2013 Q3	$2.12M	Buy	22,015 +900	+4%	+$87.9K	1.22%	48
2013 Q2	$2.09M	Buy	+21,115	New	+$2.11M	1.28%	43

Other funds holding MCD

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

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Verity & Verity's MCD Position: Q3 2026 in Review

Verity & Verity reduced its McDonald's (MCD) stake by 3.5% in Q3 2026, selling an estimated $15.8K and leaving 1,641 shares worth $379K. The position accounts for 0.03% of the portfolio, ranked #103.

Verity & Verity first reported a position in MCD in Q2 2013 and has held it in 11 quarters since. The position peaked at $2.12M in Q3 2013. 1,046 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

Verity & Verity held 1,641 shares of McDonald's worth $379K as of Q3 2026.
Verity & Verity sold 60 McDonald's shares in Q3 2026, an estimated $15.8K.
McDonald's made up 0.03% of Verity & Verity's portfolio in Q3 2026, its #103 holding.
Verity & Verity first reported a position in McDonald's in Q2 2013 and has held it in 11 quarters since.
Verity & Verity's McDonald's position peaked at $2.12M in Q3 2013.
1,046 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Verity & Verity's 13F filing for Q3 2026, filed 23 Oct 2026.