Columbia Advisory Partners’s McDonald's MCD Stock Holding History

Columbia Advisory Partners’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	–	Sell	-874	Closed	-$236K	–	112
2026 Q2	$236K	Buy	874 +3	+0.3%	+$860	0.13%	89
2026 Q1	$271K	Buy	871 +8	+0.9%	+$2.55K	0.17%	78
2025 Q4	$264K	Sell	863 -38	-4%	-$11.6K	0.18%	71
2025 Q3	$274K	Buy	901 +4	+0.4%	+$1.22K	0.19%	67
2025 Q2	$262K	Buy	897 +21	+2%	+$6.47K	0.2%	65
2025 Q1	$274K	Buy	+876	New	+$262K	0.24%	56
2023 Q4	–	Sell	-1,481	Closed	-$390K	–	68
2023 Q3	$390K	Hold	1,481	–	–	0.43%	38
2023 Q2	$442K	Sell	1,481 -24	-2%	-$6.97K	0.47%	32
2023 Q1	$421K	Hold	1,505	–	–	0.4%	37
2022 Q4	$397K	Buy	+1,505	New	+$397K	0.38%	36

Other funds holding MCD

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Columbia Advisory Partners's MCD Position: Q3 2026 in Review

Columbia Advisory Partners sold out of McDonald's (MCD) in Q3 2026, closing a stake of 874 shares — an estimated $236K sold.

Columbia Advisory Partners first reported a position in MCD in Q4 2022 and held it in 10 quarters. The position peaked at $442K in Q2 2023. 2,589 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

Columbia Advisory Partners reported no remaining McDonald's position as of Q3 2026 after selling out during the quarter.
Columbia Advisory Partners sold 874 McDonald's shares in Q3 2026, an estimated $236K.
Columbia Advisory Partners first reported a position in McDonald's in Q4 2022 and held it in 10 quarters.
Columbia Advisory Partners's McDonald's position peaked at $442K in Q2 2023.
2,589 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Columbia Advisory Partners's 13F filing for Q3 2026, filed 15 Oct 2026.