Buttonwood Financial Advisors
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Buttonwood Financial Advisors’s McDonald's MCD Stock Holding History

Buttonwood Financial Advisors’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 		$1.04M Buy
4,521
+92
+2% +$24.2K 0.32% 58
2026
Q2 		$1.2M Sell
4,429
-8
-0.2% -$2.29K 0.36% 52
2026
Q1 		$1.38M Buy
4,437
+19
+0.4% +$6.05K 0.46% 47
2025
Q4 		$1.35M Sell
4,418
-53
-1% -$16.2K 0.45% 48
2025
Q3 		$1.36M Sell
4,471
-33
-0.7% -$10K 0.47% 45
2025
Q2 		$1.32M Sell
4,504
-100
-2% -$30.8K 0.53% 38
2025
Q1 		$1.44M Sell
4,604
-23
-0.5% -$6.88K 0.63% 34
2024
Q4 		$1.34M Sell
4,627
-51
-1% -$15.2K 0.59% 36
2024
Q3 		$1.42M Sell
4,678
-46
-1% -$12.7K 0.62% 39
2024
Q2 		$1.2M Sell
4,724
-1,015
-18% -$269K 0.57% 42
2024
Q1 		$1.62M Sell
5,739
-133
-2% -$38.7K 0.76% 36
2023
Q4 		$1.74M Sell
5,872
-183
-3% -$49.8K 0.95% 31
2023
Q3 		$1.6M Sell
6,055
-22
-0.4% -$6.28K 1.01% 29
2023
Q2 		$1.81M Buy
6,077
+342
+6% +$99.4K 1.14% 27
2023
Q1 		$1.6M Sell
5,735
-90
-2% -$24.1K 1.24% 25
2022
Q4 		$1.54M Sell
5,825
-509
-8% -$134K 1.29% 23
2022
Q3 		$1.56M Sell
6,334
-194
-3% -$49.6K 1.41% 24
2022
Q2 		$1.61M Buy
6,528
+1,584
+32% +$390K 1.45% 23
2022
Q1 		$1.22M Buy
4,944
+1,106
+29% +$276K 1.1% 28
2021
Q4 		$1.03M Buy
+3,838
New +$969K 1.01% 31

Other funds holding MCD

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

Buttonwood Financial Advisors's MCD Position: Q3 2026 in Review

Buttonwood Financial Advisors increased its McDonald's (MCD) stake by 2.1% in Q3 2026, buying an estimated $24.2K and bringing the position to 4,521 shares worth $1.04M. The position accounts for 0.32% of the portfolio, ranked #58.

Buttonwood Financial Advisors first reported a position in MCD in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.81M in Q2 2023. 2,914 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Buttonwood Financial Advisors held 4,521 shares of McDonald's worth $1.04M as of Q3 2026.
  • Buttonwood Financial Advisors bought 92 McDonald's shares in Q3 2026, an estimated $24.2K.
  • McDonald's made up 0.32% of Buttonwood Financial Advisors's portfolio in Q3 2026, its #58 holding.
  • Buttonwood Financial Advisors first reported a position in McDonald's in Q4 2021 and has held it in 20 quarters since.
  • Buttonwood Financial Advisors's McDonald's position peaked at $1.81M in Q2 2023.
  • 2,914 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Buttonwood Financial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.