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Cedar Mountain Advisors’s McDonald's MCD Stock Holding History

Cedar Mountain 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 		$291K Sell
1,260
-61
-5% -$16.1K 0.05% 64
2026
Q2 		$357K Sell
1,321
-131
-9% -$37.6K 0.06% 58
2026
Q1 		$451K Sell
1,452
-91
-6% -$29K 0.09% 45
2025
Q4 		$472K Buy
1,543
+1
+0.1% +$306 0.09% 42
2025
Q3 		$469K Buy
1,542
+55
+4% +$16.7K 0.09% 42
2025
Q2 		$434K Hold
1,487
– – 0.09% 42
2025
Q1 		$464K Sell
1,487
-239
-14% -$71.5K 0.1% 39
2024
Q4 		$500K Buy
1,726
+50
+3% +$14.9K 0.11% 40
2024
Q3 		$510K Hold
1,676
– – 0.12% 39
2024
Q2 		$427K Sell
1,676
-6
-0.4% -$1.59K 0.11% 34
2024
Q1 		$474K Hold
1,682
– – 0.12% 31
2023
Q4 		$499K Buy
1,682
+6
+0.4% +$1.63K 0.14% 32
2023
Q3 		$442K Hold
1,676
– – 0.13% 32
2023
Q2 		$500K Buy
1,676
+15
+0.9% +$4.36K 0.14% 31
2023
Q1 		$464K Hold
1,661
– – 0.14% 31
2022
Q4 		$438K Sell
1,661
-50
-3% -$13.2K 0.14% 30
2022
Q3 		$395K Hold
1,711
– – 0.13% 30
2022
Q2 		$422K Buy
1,711
+16
+0.9% +$3.94K 0.14% 29
2022
Q1 		$419K Hold
1,695
– – 0.12% 29
2021
Q4 		$454K Hold
1,695
– – 0.14% 27
2021
Q3 		$409K Sell
1,695
-41
-2% -$9.8K 0.14% 27
2021
Q2 		$401K Hold
1,736
– – 0.13% 27
2021
Q1 		$389K Hold
1,736
– – 0.13% 28
2020
Q4 		$373K Hold
1,736
– – 0.13% 29
2020
Q3 		$381K Hold
1,736
– – 0.15% 25
2020
Q2 		$320K Hold
1,736
– – 0.14% 27
2020
Q1 		$287K Hold
1,736
– – 0.14% 25
2019
Q4 		$343K Buy
+1,736
New +$344K 0.14% 27

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
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Cedar Mountain Advisors's MCD Position: Q3 2026 in Review

Cedar Mountain Advisors reduced its McDonald's (MCD) stake by 4.6% in Q3 2026, selling an estimated $16.1K and leaving 1,260 shares worth $291K. The position accounts for 0.05% of the portfolio, ranked #64.

Cedar Mountain Advisors first reported a position in MCD in Q4 2019 and has held it in 28 quarters since. The position peaked at $510K in Q3 2024. 666 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Cedar Mountain Advisors held 1,260 shares of McDonald's worth $291K as of Q3 2026.
  • Cedar Mountain Advisors sold 61 McDonald's shares in Q3 2026, an estimated $16.1K.
  • McDonald's made up 0.05% of Cedar Mountain Advisors's portfolio in Q3 2026, its #64 holding.
  • Cedar Mountain Advisors first reported a position in McDonald's in Q4 2019 and has held it in 28 quarters since.
  • Cedar Mountain Advisors's McDonald's position peaked at $510K in Q3 2024.
  • 666 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.