Badgley Phelps Wealth Managers
MCD icon

Badgley Phelps Wealth Managers’s McDonald's MCD Stock Holding History

Badgley Phelps Wealth Managers’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 		$13.5M Sell
58,311
-555
-0.9% -$146K 0.23% 102
2026
Q2 		$15.9M Sell
58,866
-1,540
-3% -$442K 0.28% 90
2026
Q1 		$18.8M Buy
60,406
+185
+0.3% +$58.9K 0.37% 75
2025
Q4 		$18.4M Buy
60,221
+4,580
+8% +$1.4M 0.34% 73
2025
Q3 		$16.9M Buy
55,641
+956
+2% +$291K 0.36% 72
2025
Q2 		$16M Buy
54,685
+1,503
+3% +$463K 0.35% 77
2025
Q1 		$16.6M Sell
53,182
-540
-1% -$162K 0.4% 71
2024
Q4 		$15.6M Sell
53,722
-28,018
-34% -$8.35M 0.36% 78
2024
Q3 		$24.9M Buy
81,740
+754
+0.9% +$208K 0.58% 52
2024
Q2 		$20.6M Buy
80,986
+249
+0.3% +$66.1K 0.51% 60
2024
Q1 		$22.8M Buy
80,737
+1,722
+2% +$501K 0.57% 55
2023
Q4 		$23.4M Buy
79,015
+4,844
+7% +$1.32M 0.64% 49
2023
Q3 		$19.5M Buy
74,171
+2,443
+3% +$697K 0.67% 48
2023
Q2 		$21.4M Buy
71,728
+471
+0.7% +$137K 0.71% 44
2023
Q1 		$19.9M Buy
71,257
+1,098
+2% +$294K 0.73% 43
2022
Q4 		$18.5M Buy
70,159
+483
+0.7% +$127K 0.74% 45
2022
Q3 		$16.1M Buy
69,676
+1,160
+2% +$296K 0.69% 48
2022
Q2 		$16.9M Sell
68,516
-550
-0.8% -$135K 0.7% 50
2022
Q1 		$17.1M Sell
69,066
-223
-0.3% -$55.6K 0.59% 56
2021
Q4 		$18.6M Buy
69,289
+1,509
+2% +$381K 0.6% 59
2021
Q3 		$16.3M Buy
+67,780
New +$16.2M 0.59% 57

Other funds holding MCD

Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Badgley Phelps Wealth Managers's MCD Position: Q3 2026 in Review

Badgley Phelps Wealth Managers reduced its McDonald's (MCD) stake by 0.94% in Q3 2026, selling an estimated $146K and leaving 58,311 shares worth $13.5M. The position accounts for 0.23% of the portfolio, ranked #102.

Badgley Phelps Wealth Managers first reported a position in MCD in Q3 2021 and has held it in 21 quarters since. The position peaked at $24.9M in Q3 2024. 1,046 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Badgley Phelps Wealth Managers held 58,311 shares of McDonald's worth $13.5M as of Q3 2026.
  • Badgley Phelps Wealth Managers sold 555 McDonald's shares in Q3 2026, an estimated $146K.
  • McDonald's made up 0.23% of Badgley Phelps Wealth Managers's portfolio in Q3 2026, its #102 holding.
  • Badgley Phelps Wealth Managers first reported a position in McDonald's in Q3 2021 and has held it in 21 quarters since.
  • Badgley Phelps Wealth Managers's McDonald's position peaked at $24.9M in Q3 2024.
  • 1,046 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q3 2026, filed 22 Oct 2026.