Commonwealth Financial Services
MCD icon

Commonwealth Financial Services’s McDonald's MCD Stock Holding History

Commonwealth Financial Services’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 		$267K Sell
1,156
-457
-28% -$120K 0.05% 200
2026
Q2 		$436K Buy
1,613
+26
+2% +$7.46K 0.06% 159
2026
Q1 		$493K Sell
1,587
-118
-7% -$37.6K 0.08% 126
2025
Q4 		$521K Buy
1,705
+124
+8% +$38K 0.09% 118
2025
Q3 		$481K Sell
1,581
-34
-2% -$10.3K 0.08% 122
2025
Q2 		$472K Sell
1,615
-73
-4% -$22.5K 0.09% 116
2025
Q1 		$527K Sell
1,688
-124
-7% -$37.1K 0.11% 105
2024
Q4 		$525K Buy
1,812
+283
+19% +$84.4K 0.1% 101
2024
Q3 		$463K Sell
1,529
-7
-0.5% -$1.93K 0.09% 108
2024
Q2 		$381K Sell
1,536
-5
-0.3% -$1.33K 0.08% 111
2024
Q1 		$457K Hold
1,541
– – 0.11% 96
2023
Q4 		$457K Sell
1,541
-33
-2% -$8.98K 0.11% 96
2023
Q3 		$415K Buy
+1,574
New +$449K 0.12% 108
2017
Q1 		$81K Sell
619
-15
-2% -$1.88K 0.09% 82
2016
Q4 		$78K Buy
634
+34
+6% +$3.99K 0.08% 73
2016
Q3 		$69K Hold
600
– – 0.06% 72
2016
Q2 		$72K Buy
600
+130
+28% +$16.3K 0.08% 76
2016
Q1 		$59K Hold
470
– – 0.09% 78
2015
Q4 		$56K Hold
470
– – 0.19% 66
2015
Q3 		$46K Sell
470
-366
-44% -$35.7K 0.05% 78
2015
Q2 		$79K Hold
836
– – 0.09% 75
2015
Q1 		$81K Sell
836
-322
-28% -$30.6K 0.07% 79
2014
Q4 		$109K Buy
+1,158
New +$108K 0.1% 69

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
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 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

Commonwealth Financial Services's MCD Position: Q3 2026 in Review

Commonwealth Financial Services reduced its McDonald's (MCD) stake by 28% in Q3 2026, selling an estimated $120K and leaving 1,156 shares worth $267K. The position accounts for 0.05% of the portfolio, ranked #200.

Commonwealth Financial Services first reported a position in MCD in Q4 2014 and has held it in 23 quarters since. The position peaked at $527K in Q1 2025. 863 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Commonwealth Financial Services held 1,156 shares of McDonald's worth $267K as of Q3 2026.
  • Commonwealth Financial Services sold 457 McDonald's shares in Q3 2026, an estimated $120K.
  • McDonald's made up 0.05% of Commonwealth Financial Services's portfolio in Q3 2026, its #200 holding.
  • Commonwealth Financial Services first reported a position in McDonald's in Q4 2014 and has held it in 23 quarters since.
  • Commonwealth Financial Services's McDonald's position peaked at $527K in Q1 2025.
  • 863 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Commonwealth Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.