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Cadent Capital Advisors’s McDonald's MCD Stock Holding History

Cadent Capital 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 		$303K Sell
1,314
-41
-3% -$10.8K 0.07% 146
2026
Q2 		$366K Sell
1,355
-11
-0.8% -$3.15K 0.08% 143
2026
Q1 		$424K Buy
1,366
+17
+1% +$5.42K 0.11% 116
2025
Q4 		$412K Sell
1,349
-3
-0.2% -$919 0.11% 115
2025
Q3 		$411K Buy
+1,352
New +$411K 0.11% 127
2023
Q3 		– Sell
-1,210
Closed -$361K – 139
2023
Q2 		$361K Sell
1,210
-7
-0.6% -$2.03K 0.22% 72
2023
Q1 		$340K Buy
1,217
+63
+5% +$16.9K 0.16% 78
2022
Q4 		$304K Buy
1,154
+3
+0.3% +$791 0.15% 86
2022
Q3 		$265K Buy
1,151
+3
+0.3% +$767 0.15% 83
2022
Q2 		$283K Sell
1,148
-32
-3% -$7.88K 0.16% 77
2022
Q1 		$292K Buy
1,180
+39
+3% +$9.71K 0.13% 99
2021
Q4 		$306K Sell
1,141
-132
-10% -$33.3K 0.14% 91
2021
Q3 		$307K Buy
1,273
+3
+0.2% +$716 0.14% 91
2021
Q2 		$293K Buy
1,270
+3
+0.2% +$698 0.12% 108
2021
Q1 		$284K Buy
1,267
+3
+0.2% +$642 0.13% 97
2020
Q4 		$271K Buy
+1,264
New +$275K 0.13% 89

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

Cadent Capital Advisors's MCD Position: Q3 2026 in Review

Cadent Capital Advisors reduced its McDonald's (MCD) stake by 3% in Q3 2026, selling an estimated $10.8K and leaving 1,314 shares worth $303K. The position accounts for 0.07% of the portfolio, ranked #146.

Cadent Capital Advisors first reported a position in MCD in Q4 2020 and has held it in 16 quarters since. The position peaked at $424K in Q1 2026. 179 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Cadent Capital Advisors held 1,314 shares of McDonald's worth $303K as of Q3 2026.
  • Cadent Capital Advisors sold 41 McDonald's shares in Q3 2026, an estimated $10.8K.
  • McDonald's made up 0.07% of Cadent Capital Advisors's portfolio in Q3 2026, its #146 holding.
  • Cadent Capital Advisors first reported a position in McDonald's in Q4 2020 and has held it in 16 quarters since.
  • Cadent Capital Advisors's McDonald's position peaked at $424K in Q1 2026.
  • 179 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Cadent Capital Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.