Back to MCD
Stokes Capital Advisors, LLC → MCD
Stokes Capital Advisors, LLC MCD Position History
McDonald's Corporation • Consumer Cyclical
Quarters held
9
Latest value
$8.9M
Q3 2026
Peak value
$12.6M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $12.6M |
| Q1 2026 | $11.9M |
| Q1 2026 | $163K |
| Q1 2026 | $163K |
| Q1 2026 | $11.9M |
| Q2 2026 | $10.2M |
| Q2 2026 | $142K |
| Q3 2026 | $121K |
| Q3 2026 | $8.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $8.9M | 38.5K | — | — |
| Q3 2026 | $121K | 525 | — | — |
| Q2 2026 | $142K | 525 | — | — |
| Q2 2026 | $10.2M | 37.6K | — | — |
| Q1 2026 | $11.9M | 38.2K | — | — |
| Q1 2026 | $163K | 525 | — | — |
| Q1 2026 | $163K | 525 | — | — |
| Q1 2026 | $11.9M | 38.2K | — | — |
| Q4 2025 | $12.6M | 41.2K | — | — |
Other funds holding MCD
$20.9B
$19.9B
$19.8B
$19.7B
$10.8B
$10.6B