ARS Wealth Advisors Group
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ARS Wealth Advisors Group’s McDonald's MCD Stock Holding History

ARS Wealth Advisors 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 		$1.74M Buy
7,556
+121
+2% +$31.8K 0.13% 71
2026
Q2 		$2.01M Buy
7,435
+669
+10% +$192K 0.16% 68
2026
Q1 		$2.1M Sell
6,766
-177
-3% -$56.4K 0.18% 63
2025
Q4 		$2.12M Sell
6,943
-29
-0.4% -$8.88K 0.19% 57
2025
Q3 		$2.12M Sell
6,972
-368
-5% -$112K 0.21% 56
2025
Q2 		$2.14M Sell
7,340
-188
-2% -$58K 0.25% 55
2025
Q1 		$2.35M Sell
7,528
-212
-3% -$63.4K 0.33% 44
2024
Q4 		$2.24M Buy
7,740
+1,271
+20% +$379K 0.31% 45
2024
Q3 		$1.97M Sell
6,469
-386
-6% -$106K 0.24% 53
2024
Q2 		$1.75M Sell
6,855
-635
-8% -$168K 0.23% 54
2024
Q1 		$2.11M Sell
7,490
-196
-3% -$57K 0.29% 47
2023
Q4 		$2.28M Buy
7,686
+56
+0.7% +$15.2K 0.34% 47
2023
Q3 		$2.01M Sell
7,630
-449
-6% -$128K 0.33% 51
2023
Q2 		$2.41M Buy
8,079
+394
+5% +$114K 0.38% 51
2023
Q1 		$2.15M Sell
7,685
-258
-3% -$69.1K 0.4% 48
2022
Q4 		$2.09M Sell
7,943
-2,888
-27% -$762K 0.34% 54
2022
Q3 		$2.5M Buy
10,831
+32
+0.3% +$8.18K 0.38% 56
2022
Q2 		$2.67M Buy
10,799
+212
+2% +$52.2K 0.37% 66
2022
Q1 		$2.62M Sell
10,587
-992
-9% -$247K 0.46% 38
2021
Q4 		$3.1M Sell
11,579
-151
-1% -$38.1K 0.52% 38
2021
Q3 		$2.83M Buy
+11,730
New +$2.8M 0.51% 37

Other funds holding MCD

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co Frankfurt, Germany $11.5B AUM 29.17% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

ARS Wealth Advisors Group's MCD Position: Q3 2026 in Review

ARS Wealth Advisors Group increased its McDonald's (MCD) stake by 1.6% in Q3 2026, buying an estimated $31.8K and bringing the position to 7,556 shares worth $1.74M. The position accounts for 0.13% of the portfolio, ranked #71.

ARS Wealth Advisors Group first reported a position in MCD in Q3 2021 and has held it in 21 quarters since. The position peaked at $3.1M in Q4 2021. 1,472 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • ARS Wealth Advisors Group held 7,556 shares of McDonald's worth $1.74M as of Q3 2026.
  • ARS Wealth Advisors Group bought 121 McDonald's shares in Q3 2026, an estimated $31.8K.
  • McDonald's made up 0.13% of ARS Wealth Advisors Group's portfolio in Q3 2026, its #71 holding.
  • ARS Wealth Advisors Group first reported a position in McDonald's in Q3 2021 and has held it in 21 quarters since.
  • ARS Wealth Advisors Group's McDonald's position peaked at $3.1M in Q4 2021.
  • 1,472 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q3 2026, filed 16 Oct 2026.