ABLE Financial Group’s McDonald's MCD Stock Holding History

ABLE Financial Group’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	$397K	Hold	1,719	–	–	0.06%	166
2026 Q2	$465K	Buy	1,719 +1	+0.1%	+$287	0.08%	149
2026 Q1	$534K	Sell	1,718 -18	-1%	-$5.73K	0.1%	130
2025 Q4	$531K	Buy	1,736 +88	+5%	+$27K	0.11%	127
2025 Q3	$501K	Sell	1,648 -209	-11%	-$63.6K	0.11%	123
2025 Q2	$543K	Sell	1,857 -3	-0.2%	-$925	0.13%	115
2025 Q1	$581K	Buy	1,860 +3	+0.2%	+$897	0.16%	93
2024 Q4	$538K	Hold	1,857	–	–	0.16%	97
2024 Q3	$565K	Sell	1,857 -2,269	-55%	-$625K	0.17%	91
2024 Q2	$1.05M	Sell	4,126 -418	-9%	-$111K	0.38%	49
2024 Q1	$1.28M	Sell	4,544 -77	-2%	-$22.4K	0.5%	38
2023 Q4	$1.37M	Buy	4,621 +102	+2%	+$27.8K	0.59%	33
2023 Q3	$1.19M	Buy	4,519 +743	+20%	+$212K	0.59%	30
2023 Q2	$1.13M	Buy	3,776 +674	+22%	+$196K	0.58%	36
2023 Q1	$867K	Buy	+3,102	New	+$831K	0.57%	41

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 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

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 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

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

ABLE Financial Group's MCD Position: Q3 2026 in Review

ABLE Financial Group held its McDonald's (MCD) position steady in Q3 2026 at 1,719 shares worth $397K. The position accounts for 0.06% of the portfolio, ranked #166.

ABLE Financial Group first reported a position in MCD in Q1 2023 and has held it in 15 quarters since. The position peaked at $1.37M in Q4 2023. 1,046 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

ABLE Financial Group held 1,719 shares of McDonald's worth $397K as of Q3 2026.
ABLE Financial Group left its McDonald's share count unchanged in Q3 2026.
McDonald's made up 0.06% of ABLE Financial Group's portfolio in Q3 2026, its #166 holding.
ABLE Financial Group first reported a position in McDonald's in Q1 2023 and has held it in 15 quarters since.
ABLE Financial Group's McDonald's position peaked at $1.37M in Q4 2023.
1,046 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on ABLE Financial Group's 13F filing for Q3 2026, filed 14 Oct 2026.