Cove Private Wealth’s McDonald's MCD Stock Holding History

Cove Private Wealth’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	$1.13M	Buy	4,899 +12	+0.2%	+$3.16K	0.2%	84
2026 Q2	$1.32M	Buy	4,887 +9	+0.2%	+$2.58K	0.26%	70
2026 Q1	$1.52M	Buy	4,878 +96	+2%	+$30.6K	0.34%	56
2025 Q4	$1.46M	Buy	4,782 +443	+10%	+$136K	0.44%	56
2025 Q3	$1.32M	Hold	4,339	–	–	0.42%	60
2025 Q2	$1.27M	Buy	4,339 +1,164	+37%	+$359K	0.45%	61
2025 Q1	$992K	Buy	3,175 +518	+19%	+$155K	0.52%	51
2024 Q4	$770K	Buy	2,657 +107	+4%	+$31.9K	0.46%	55
2024 Q3	$777K	Hold	2,550	–	–	0.6%	47
2024 Q2	$650K	Hold	2,550	–	–	0.52%	48
2024 Q1	$719K	Hold	2,550	–	–	0.61%	46
2023 Q4	$756K	Buy	+2,550	New	+$694K	0.72%	44

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

Cove Private Wealth's MCD Position: Q3 2026 in Review

Cove Private Wealth increased its McDonald's (MCD) stake by 0.25% in Q3 2026, buying an estimated $3.16K and bringing the position to 4,899 shares worth $1.13M. The position accounts for 0.2% of the portfolio, ranked #84.

Cove Private Wealth first reported a position in MCD in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.52M in Q1 2026. 2,600 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

Cove Private Wealth held 4,899 shares of McDonald's worth $1.13M as of Q3 2026.
Cove Private Wealth bought 12 McDonald's shares in Q3 2026, an estimated $3.16K.
McDonald's made up 0.2% of Cove Private Wealth's portfolio in Q3 2026, its #84 holding.
Cove Private Wealth first reported a position in McDonald's in Q4 2023 and has held it in 12 quarters since.
Cove Private Wealth's McDonald's position peaked at $1.52M in Q1 2026.
2,600 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Cove Private Wealth's 13F filing for Q3 2026, filed 28 Oct 2026.