BNC Wealth Management
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BNC Wealth Management’s McDonald's MCD Stock Holding History

BNC Wealth Management’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 		$244K Hold
1,055
– – 0.06% 94
2026
Q2 		$285K Sell
1,055
-22
-2% -$6.31K 0.07% 88
2026
Q1 		$335K Sell
1,077
-3
-0.3% -$956 0.09% 84
2025
Q4 		$330K Hold
1,080
– – 0.08% 78
2025
Q3 		$328K Hold
1,080
– – 0.08% 75
2025
Q2 		$316K Sell
1,080
-11
-1% -$3.39K 0.09% 73
2025
Q1 		$341K Hold
1,091
– – 0.12% 74
2024
Q4 		$316K Hold
1,091
– – 0.1% 74
2024
Q3 		$332K Sell
1,091
-43
-4% -$11.9K 0.12% 72
2024
Q2 		$289K Buy
1,134
+38
+3% +$10.1K 0.11% 79
2024
Q1 		$309K Hold
1,096
– – 0.13% 81
2023
Q4 		$325K Sell
1,096
-4
-0.4% -$1.09K 0.15% 78
2023
Q3 		$290K Sell
1,100
-19
-2% -$5.42K 0.16% 80
2023
Q2 		$334K Sell
1,119
-24
-2% -$6.97K 0.18% 75
2023
Q1 		$320K Buy
1,143
+2
+0.2% +$536 0.18% 83
2022
Q4 		$301K Buy
1,141
+1
+0.1% +$264 0.18% 85
2022
Q3 		$263K Buy
1,140
+2
+0.2% +$511 0.16% 86
2022
Q2 		$281K Buy
1,138
+37
+3% +$9.11K 0.15% 94
2022
Q1 		$272K Sell
1,101
-10
-0.9% -$2.49K 0.13% 100
2021
Q4 		$298K Buy
1,111
+31
+3% +$7.83K 0.14% 93
2021
Q3 		$260K Hold
1,080
– – 0.15% 77
2021
Q2 		$249K Buy
1,080
+26
+2% +$6.05K 0.15% 79
2021
Q1 		$236K Hold
1,054
– – 0.17% 74
2020
Q4 		$226K Hold
1,054
– – 0.14% 86
2020
Q3 		$231K Buy
+1,054
New +$216K 0.16% 76

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
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
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
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

BNC Wealth Management's MCD Position: Q3 2026 in Review

BNC Wealth Management held its McDonald's (MCD) position steady in Q3 2026 at 1,055 shares worth $244K. The position accounts for 0.06% of the portfolio, ranked #94.

BNC Wealth Management first reported a position in MCD in Q3 2020 and has held it in 25 quarters since. The position peaked at $341K in Q1 2025. 771 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • BNC Wealth Management held 1,055 shares of McDonald's worth $244K as of Q3 2026.
  • BNC Wealth Management left its McDonald's share count unchanged in Q3 2026.
  • McDonald's made up 0.06% of BNC Wealth Management's portfolio in Q3 2026, its #94 holding.
  • BNC Wealth Management first reported a position in McDonald's in Q3 2020 and has held it in 25 quarters since.
  • BNC Wealth Management's McDonald's position peaked at $341K in Q1 2025.
  • 771 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on BNC Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.