Centennial Wealth Advisory
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Centennial Wealth Advisory’s McDonald's MCD Stock Holding History

Centennial Wealth Advisory’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 		$484K Buy
2,091
+278
+15% +$73.2K 0.1% 129
2026
Q2 		$490K Sell
1,813
-1,969
-52% -$565K 0.11% 130
2026
Q1 		$1.18M Buy
3,782
+627
+20% +$200K 0.28% 49
2025
Q4 		$965K Buy
3,155
+244
+8% +$74.7K 0.26% 52
2025
Q3 		$885K Buy
2,911
+221
+8% +$67.3K 0.25% 56
2025
Q2 		$787K Buy
2,690
+79
+3% +$24.4K 0.25% 56
2025
Q1 		$816K Buy
2,611
+243
+10% +$72.7K 0.3% 43
2024
Q4 		$686K Buy
2,368
+163
+7% +$48.6K 0.27% 45
2024
Q3 		$672K Sell
2,205
-105
-5% -$28.9K 0.26% 39
2024
Q2 		$589K Buy
2,310
+369
+19% +$97.9K 0.26% 49
2024
Q1 		$548K Buy
1,941
+41
+2% +$11.9K 0.25% 56
2023
Q4 		$563K Sell
1,900
-34
-2% -$9.25K 0.29% 48
2023
Q3 		$510K Buy
1,934
+13
+0.7% +$3.71K 0.27% 60
2023
Q2 		$573K Sell
1,921
-558
-23% -$162K 0.3% 51
2023
Q1 		$693K Buy
2,479
+1,285
+108% +$344K 0.37% 44
2022
Q4 		$315K Buy
1,194
+210
+21% +$55.4K 0.18% 85
2022
Q3 		$227K Buy
984
+167
+20% +$42.7K 0.13% 93
2022
Q2 		$202K Buy
+817
New +$201K 0.11% 114

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
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Centennial Wealth Advisory's MCD Position: Q3 2026 in Review

Centennial Wealth Advisory increased its McDonald's (MCD) stake by 15% in Q3 2026, buying an estimated $73.2K and bringing the position to 2,091 shares worth $484K. The position accounts for 0.1% of the portfolio, ranked #129.

Centennial Wealth Advisory first reported a position in MCD in Q2 2022 and has held it in 18 quarters since. The position peaked at $1.18M in Q1 2026. 771 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Centennial Wealth Advisory held 2,091 shares of McDonald's worth $484K as of Q3 2026.
  • Centennial Wealth Advisory bought 278 McDonald's shares in Q3 2026, an estimated $73.2K.
  • McDonald's made up 0.1% of Centennial Wealth Advisory's portfolio in Q3 2026, its #129 holding.
  • Centennial Wealth Advisory first reported a position in McDonald's in Q2 2022 and has held it in 18 quarters since.
  • Centennial Wealth Advisory's McDonald's position peaked at $1.18M in Q1 2026.
  • 771 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Centennial Wealth Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.