James T. Borello RIA’s McDonald's MCD Stock Holding History

James T. Borello RIA’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	$113K	Sell	488 -195	-29%	-$51.3K	0.02%	160
2026 Q2	$185K	Buy	683 +28	+4%	+$8.03K	0.04%	118
2026 Q1	$204K	Buy	655 +102	+18%	+$32.5K	0.05%	104
2025 Q4	$169K	Buy	553 +40	+8%	+$12.3K	0.04%	108
2025 Q3	$156K	Buy	513 +77	+18%	+$23.4K	0.04%	104
2025 Q2	$127K	Buy	436 +9	+2%	+$2.78K	0.04%	104
2025 Q1	$133K	Hold	427	–	–	0.04%	89
2024 Q4	$124K	Hold	427	–	–	0.05%	84
2024 Q3	$130K	Sell	427 -8	-2%	-$2.2K	0.05%	75
2024 Q2	$111K	Buy	+435	New	+$115K	0.05%	78

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

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

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

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

James T. Borello RIA's MCD Position: Q3 2026 in Review

James T. Borello RIA reduced its McDonald's (MCD) stake by 29% in Q3 2026, selling an estimated $51.3K and leaving 488 shares worth $113K. The position accounts for 0.02% of the portfolio, ranked #160.

James T. Borello RIA first reported a position in MCD in Q2 2024 and has held it in 10 quarters since. The position peaked at $204K in Q1 2026. 649 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

James T. Borello RIA held 488 shares of McDonald's worth $113K as of Q3 2026.
James T. Borello RIA sold 195 McDonald's shares in Q3 2026, an estimated $51.3K.
McDonald's made up 0.02% of James T. Borello RIA's portfolio in Q3 2026, its #160 holding.
James T. Borello RIA first reported a position in McDonald's in Q2 2024 and has held it in 10 quarters since.
James T. Borello RIA's McDonald's position peaked at $204K in Q1 2026.
649 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.