Westhampton Capital
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Westhampton Capital’s McDonald's MCD Stock Holding History

Westhampton Capital’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 		$1.54M Buy
6,663
+1,350
+25% +$355K 0.68% 42
2026
Q2 		$1.44M Sell
5,313
-200
-4% -$57.3K 0.6% 47
2026
Q1 		$1.71M Sell
5,513
-50
-0.9% -$15.9K 0.8% 36
2025
Q4 		$1.7M Hold
5,563
– – 0.8% 39
2025
Q3 		$1.69M Hold
5,563
– – 0.82% 40
2025
Q2 		$1.63M Sell
5,563
-275
-5% -$84.8K 0.84% 39
2025
Q1 		$1.82M Sell
5,838
-400
-6% -$120K 0.99% 31
2024
Q4 		$1.81M Sell
6,238
-200
-3% -$59.6K 0.92% 32
2024
Q3 		$1.96M Sell
6,438
-100
-2% -$27.6K 1% 34
2024
Q2 		$1.67M Hold
6,538
– – 0.9% 34
2024
Q1 		$1.84M Hold
6,538
– – 1.01% 31
2023
Q4 		$1.94M Hold
6,538
– – 1.15% 27
2023
Q3 		$1.72M Hold
6,538
– – 1.11% 30
2023
Q2 		$1.95M Hold
6,538
– – 1.27% 22
2023
Q1 		$1.83M Hold
6,538
– – 1.17% 26
2022
Q4 		$1.72M Hold
6,538
– – 1.16% 25
2022
Q3 		$1.51M Sell
6,538
-70
-1% -$17.9K 1.14% 24
2022
Q2 		$1.63M Hold
6,608
– – 1.15% 23
2022
Q1 		$1.63M Hold
6,608
– – 1.05% 30
2021
Q4 		$1.77M Buy
6,608
+15
+0.2% +$3.79K 1.08% 27
2021
Q3 		$1.59M Sell
6,593
-600
-8% -$143K 1.09% 28
2021
Q2 		$1.66M Hold
7,193
– – 1.08% 30
2021
Q1 		$1.61M Hold
7,193
– – 1.11% 28
2020
Q4 		$1.54M Hold
7,193
– – 1.15% 24
2020
Q3 		$1.58M Buy
7,193
+40
+0.6% +$8.21K 1.29% 19
2020
Q2 		$1.32M Buy
7,153
+15
+0.2% +$2.75K 1.15% 25
2020
Q1 		$1.18M Hold
7,138
– – 1.23% 25
2019
Q4 		$1.41M Buy
7,138
+50
+0.7% +$9.9K 1.14% 26
2019
Q3 		$1.52M Hold
7,088
– – 1.27% 24
2019
Q2 		$1.47M Buy
+7,088
New +$1.4M 1.24% 23

Other funds holding MCD

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Westhampton Capital's MCD Position: Q3 2026 in Review

Westhampton Capital increased its McDonald's (MCD) stake by 25% in Q3 2026, buying an estimated $355K and bringing the position to 6,663 shares worth $1.54M. The position accounts for 0.68% of the portfolio, ranked #42.

Westhampton Capital first reported a position in MCD in Q2 2019 and has held it in 30 quarters since. The position peaked at $1.96M in Q3 2024. 1,889 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Westhampton Capital held 6,663 shares of McDonald's worth $1.54M as of Q3 2026.
  • Westhampton Capital bought 1,350 McDonald's shares in Q3 2026, an estimated $355K.
  • McDonald's made up 0.68% of Westhampton Capital's portfolio in Q3 2026, its #42 holding.
  • Westhampton Capital first reported a position in McDonald's in Q2 2019 and has held it in 30 quarters since.
  • Westhampton Capital's McDonald's position peaked at $1.96M in Q3 2024.
  • 1,889 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Westhampton Capital's 13F filing for Q3 2026, filed 30 Oct 2026.