Cassaday & Co Wealth Management
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Cassaday & Co Wealth Management’s McDonald's MCD Stock Holding History

Cassaday & Co 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 		$6.44M Buy
27,866
+500
+2% +$132K 0.11% 41
2026
Q2 		$7.4M Sell
27,366
-522
-2% -$150K 0.14% 39
2026
Q1 		$8.67M Buy
27,888
+285
+1% +$90.8K 0.18% 34
2025
Q4 		$8.44M Sell
27,603
-333
-1% -$102K 0.18% 34
2025
Q3 		$8.49M Sell
27,936
-24
-0.1% -$7.3K 0.2% 32
2025
Q2 		$8.17M Buy
27,960
+4
+0% +$1.23K 0.2% 31
2025
Q1 		$8.73M Sell
27,956
-114
-0.4% -$34.1K 0.25% 28
2024
Q4 		$8.14M Buy
28,070
+123
+0.4% +$36.7K 0.22% 29
2024
Q3 		$8.51M Buy
27,947
+200
+0.7% +$55.1K 0.24% 27
2024
Q2 		$7.07M Sell
27,747
-992
-3% -$263K 0.22% 28
2024
Q1 		$8.1M Buy
28,739
+383
+1% +$111K 0.26% 27
2023
Q4 		$8.41M Buy
28,356
+269
+1% +$73.2K 0.29% 26
2023
Q3 		$7.4M Buy
28,087
+93
+0.3% +$26.5K 0.31% 25
2023
Q2 		$8.35M Sell
27,994
-746
-3% -$217K 0.33% 26
2023
Q1 		$8.04M Sell
28,740
-83
-0.3% -$22.2K 0.34% 25
2022
Q4 		$7.6M Buy
+28,823
New +$7.6M 0.35% 29

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
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 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
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

Cassaday & Co Wealth Management's MCD Position: Q3 2026 in Review

Cassaday & Co Wealth Management increased its McDonald's (MCD) stake by 1.8% in Q3 2026, buying an estimated $132K and bringing the position to 27,866 shares worth $6.44M. The position accounts for 0.11% of the portfolio, ranked #41.

Cassaday & Co Wealth Management first reported a position in MCD in Q4 2022 and has held it in 16 quarters since. The position peaked at $8.73M in Q1 2025. 1,400 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Cassaday & Co Wealth Management held 27,866 shares of McDonald's worth $6.44M as of Q3 2026.
  • Cassaday & Co Wealth Management bought 500 McDonald's shares in Q3 2026, an estimated $132K.
  • McDonald's made up 0.11% of Cassaday & Co Wealth Management's portfolio in Q3 2026, its #41 holding.
  • Cassaday & Co Wealth Management first reported a position in McDonald's in Q4 2022 and has held it in 16 quarters since.
  • Cassaday & Co Wealth Management's McDonald's position peaked at $8.73M in Q1 2025.
  • 1,400 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.