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Armstrong Advisory Group’s McDonald's MCD Stock Holding History

Armstrong Advisory 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 		$732K Sell
3,168
-181
-5% -$47.6K 0.04% 113
2026
Q2 		$905K Sell
3,349
-13
-0.4% -$3.73K 0.06% 102
2026
Q1 		$1.04M Buy
3,362
+84
+3% +$26.8K 0.07% 86
2025
Q4 		$1M Buy
3,278
+4
+0.1% +$1.23K 0.07% 84
2025
Q3 		$995K Sell
3,274
-28
-0.8% -$8.52K 0.07% 80
2025
Q2 		$965K Sell
3,302
-135
-4% -$41.6K 0.07% 69
2025
Q1 		$996K Hold
3,437
– – 0.08% 62
2024
Q4 		$996K Buy
3,437
+21
+0.6% +$6.26K 0.08% 62
2024
Q3 		$1.04M Sell
3,416
-159
-4% -$43.8K 0.09% 61
2024
Q2 		$911K Buy
3,575
+87
+2% +$23.1K 0.08% 61
2024
Q1 		$1.03M Hold
3,488
– – 0.1% 55
2023
Q4 		$1.03M Sell
3,488
-108
-3% -$29.4K 0.1% 55
2023
Q3 		$947K Buy
3,596
+1
+0% +$285 0.1% 54
2023
Q2 		$1.07M Sell
3,595
-352
-9% -$102K 0.11% 50
2023
Q1 		$1.1M Buy
3,947
+68
+2% +$18.2K 0.13% 45
2022
Q4 		$1.02M Buy
+3,879
New +$1.02M 0.13% 63

Other funds holding MCD

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Armstrong Advisory Group's MCD Position: Q3 2026 in Review

Armstrong Advisory Group reduced its McDonald's (MCD) stake by 5.4% in Q3 2026, selling an estimated $47.6K and leaving 3,168 shares worth $732K. The position accounts for 0.04% of the portfolio, ranked #113.

Armstrong Advisory Group first reported a position in MCD in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.1M in Q1 2023. 179 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Armstrong Advisory Group held 3,168 shares of McDonald's worth $732K as of Q3 2026.
  • Armstrong Advisory Group sold 181 McDonald's shares in Q3 2026, an estimated $47.6K.
  • McDonald's made up 0.04% of Armstrong Advisory Group's portfolio in Q3 2026, its #113 holding.
  • Armstrong Advisory Group first reported a position in McDonald's in Q4 2022 and has held it in 16 quarters since.
  • Armstrong Advisory Group's McDonald's position peaked at $1.1M in Q1 2023.
  • 179 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Armstrong Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.