CWS Financial Advisors
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CWS Financial Advisors’s McDonald's MCD Stock Holding History

CWS Financial 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 		$1.61M Sell
6,959
-278
-4% -$73.2K 0.35% 46
2026
Q2 		$1.96M Buy
7,237
+8
+0.1% +$2.29K 0.43% 33
2026
Q1 		$2.25M Buy
7,229
+46
+0.6% +$14.7K 0.58% 27
2025
Q4 		$2.2M Buy
7,183
+193
+3% +$59.1K 0.6% 26
2025
Q3 		$2.12M Sell
6,990
-637
-8% -$194K 0.59% 25
2025
Q2 		$2.23M Sell
7,627
-108
-1% -$33.3K 0.65% 23
2025
Q1 		$2.42M Buy
7,735
+2
+0% +$598 0.76% 21
2024
Q4 		$2.24M Buy
7,733
+2
+0% +$596 0.73% 22
2024
Q3 		$2.35M Buy
7,731
+54
+0.7% +$14.9K 0.83% 17
2024
Q2 		$1.96M Buy
7,677
+2,343
+44% +$622K 0.77% 17
2024
Q1 		$1.5M Sell
5,334
-3,199
-37% -$930K 0.62% 21
2023
Q4 		$2.53M Sell
8,533
-189
-2% -$51.4K 0.95% 14
2023
Q3 		$2.3M Sell
8,722
-97
-1% -$27.7K 0.92% 15
2023
Q2 		$2.63M Buy
8,819
+684
+8% +$199K 1% 12
2023
Q1 		$2.27M Sell
8,135
-3,479
-30% -$932K 0.9% 16
2022
Q4 		$2.6M Buy
11,614
+272
+2% +$71.8K 1.12% 8
2022
Q3 		$2.62M Sell
11,342
-33
-0.3% -$8.44K 1.25% 12
2022
Q2 		$2.81M Sell
11,375
-365
-3% -$89.9K 1.28% 11
2022
Q1 		$2.9M Sell
11,740
-15
-0.1% -$3.74K 1.1% 10
2021
Q4 		$3.15M Buy
+11,755
New +$2.97M 1.11% 10
2021
Q2 		$2.7M Buy
11,690
+76
+0.7% +$17.7K 1.08% 8
2021
Q1 		$2.6M Buy
11,614
+37
+0.3% +$7.91K 1.12% 8
2020
Q4 		$2.48M Buy
11,577
+7
+0.1% +$1.52K 1.44% 5
2020
Q3 		$2.54M Sell
11,570
-169
-1% -$34.7K 1.69% 5
2020
Q2 		$2.16M Buy
11,739
+3,657
+45% +$671K 1.56% 5
2020
Q1 		$1.6M Hold
8,082
– – 1.18% 8
2019
Q4 		$1.6M Buy
+8,082
New +$1.6M 1.16% 9

Other funds holding MCD

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

CWS Financial Advisors's MCD Position: Q3 2026 in Review

CWS Financial Advisors reduced its McDonald's (MCD) stake by 3.8% in Q3 2026, selling an estimated $73.2K and leaving 6,959 shares worth $1.61M. The position accounts for 0.35% of the portfolio, ranked #46.

CWS Financial Advisors first reported a position in MCD in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.15M in Q4 2021. 2,072 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • CWS Financial Advisors held 6,959 shares of McDonald's worth $1.61M as of Q3 2026.
  • CWS Financial Advisors sold 278 McDonald's shares in Q3 2026, an estimated $73.2K.
  • McDonald's made up 0.35% of CWS Financial Advisors's portfolio in Q3 2026, its #46 holding.
  • CWS Financial Advisors first reported a position in McDonald's in Q4 2019 and has held it in 27 quarters since.
  • CWS Financial Advisors's McDonald's position peaked at $3.15M in Q4 2021.
  • 2,072 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on CWS Financial Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.