Carter Financial Group
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Carter Financial Group’s McDonald's MCD Stock Holding History

Carter Financial 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 		$215K Sell
930
-128
-12% -$33.7K 0.11% 126
2026
Q2 		$286K Buy
1,058
+81
+8% +$23.2K 0.15% 100
2026
Q1 		$304K Buy
977
+9
+0.9% +$2.87K 0.19% 87
2025
Q4 		$296K Buy
968
+1
+0.1% +$306 0.18% 92
2025
Q3 		$294K Sell
967
-56
-5% -$17K 0.18% 85
2025
Q2 		$299K Buy
+1,023
New +$315K 0.2% 81
2022
Q1 		$398K Buy
+1,609
New +$401K 0.53% 24

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 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

Carter Financial Group's MCD Position: Q3 2026 in Review

Carter Financial Group reduced its McDonald's (MCD) stake by 12% in Q3 2026, selling an estimated $33.7K and leaving 930 shares worth $215K. The position accounts for 0.11% of the portfolio, ranked #126.

Carter Financial Group first reported a position in MCD in Q1 2022 and has held it in 7 quarters since. The position peaked at $398K in Q1 2022. 1,691 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Carter Financial Group held 930 shares of McDonald's worth $215K as of Q3 2026.
  • Carter Financial Group sold 128 McDonald's shares in Q3 2026, an estimated $33.7K.
  • McDonald's made up 0.11% of Carter Financial Group's portfolio in Q3 2026, its #126 holding.
  • Carter Financial Group first reported a position in McDonald's in Q1 2022 and has held it in 7 quarters since.
  • Carter Financial Group's McDonald's position peaked at $398K in Q1 2022.
  • 1,691 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Carter Financial Group's 13F filing for Q3 2026, filed 21 Oct 2026.