4Wealth Advisors’s McDonald's MCD Stock Holding History

4Wealth Advisors’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	$361K	Sell	1,542 -1,985	-56%	-$522K	0.25%	88
2026 Q2	$942K	Buy	3,527 +48	+1%	+$13.8K	0.72%	39
2026 Q1	$1.07M	Buy	3,479 +2	+0.1%	+$637	0.92%	30
2025 Q4	$1.06M	Buy	3,477 +99	+3%	+$30.3K	0.91%	29
2025 Q3	$1.03M	Buy	3,378 +172	+5%	+$52.4K	0.92%	30
2025 Q2	$937K	Sell	3,206 -16	-0.5%	-$4.93K	0.95%	28
2025 Q1	$1.01M	Buy	3,222 +164	+5%	+$49.1K	1.1%	23
2024 Q4	$886K	Buy	+3,058	New	+$912K	0.89%	27

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

4Wealth Advisors's MCD Position: Q3 2026 in Review

4Wealth Advisors reduced its McDonald's (MCD) stake by 56% in Q3 2026, selling an estimated $522K and leaving 1,542 shares worth $361K. The position accounts for 0.25% of the portfolio, ranked #88.

4Wealth Advisors first reported a position in MCD in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.07M in Q1 2026. 2,019 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

4Wealth Advisors held 1,542 shares of McDonald's worth $361K as of Q3 2026.
4Wealth Advisors sold 1,985 McDonald's shares in Q3 2026, an estimated $522K.
McDonald's made up 0.25% of 4Wealth Advisors's portfolio in Q3 2026, its #88 holding.
4Wealth Advisors first reported a position in McDonald's in Q4 2024 and has held it in 8 quarters since.
4Wealth Advisors's McDonald's position peaked at $1.07M in Q1 2026.
2,019 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on 4Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.