William B. Walkup & Associates’s McDonald's MCD Stock Holding History

William B. Walkup & Associates’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	$1.1M	Buy	4,747 +1,279	+37%	+$337K	0.5%	48
2026 Q2	$938K	Sell	3,468 -141	-4%	-$40.4K	0.45%	50
2026 Q1	$1.13M	Buy	3,609 +81	+2%	+$25.8K	0.67%	37
2025 Q4	$1.08M	Sell	3,528 -81	-2%	-$24.8K	0.59%	43
2025 Q3	$1.1M	Hold	3,609	–	–	0.59%	42
2025 Q2	$1.05M	Hold	3,609	–	–	0.62%	40
2025 Q1	$1.13M	Hold	3,609	–	–	0.69%	36
2024 Q4	$1.05M	Sell	3,609 -94	-3%	-$28K	0.66%	39
2024 Q3	$1.13M	Sell	3,703 -60	-2%	-$16.5K	0.7%	38
2024 Q2	$959K	Buy	+3,763	New	+$998K	0.63%	41

Other funds holding MCD

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

William B. Walkup & Associates's MCD Position: Q3 2026 in Review

William B. Walkup & Associates increased its McDonald's (MCD) stake by 37% in Q3 2026, buying an estimated $337K and bringing the position to 4,747 shares worth $1.1M. The position accounts for 0.5% of the portfolio, ranked #48.

William B. Walkup & Associates first reported a position in MCD in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.13M in Q3 2024. 2,019 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

William B. Walkup & Associates held 4,747 shares of McDonald's worth $1.1M as of Q3 2026.
William B. Walkup & Associates bought 1,279 McDonald's shares in Q3 2026, an estimated $337K.
McDonald's made up 0.5% of William B. Walkup & Associates's portfolio in Q3 2026, its #48 holding.
William B. Walkup & Associates first reported a position in McDonald's in Q2 2024 and has held it in 10 quarters since.
William B. Walkup & Associates's McDonald's position peaked at $1.13M in Q3 2024.
2,019 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on William B. Walkup & Associates's 13F filing for Q3 2026, filed 5 Nov 2026.