Cypress Wealth Services
MCD icon

Cypress Wealth Services’s McDonald's MCD Stock Holding History

Cypress Wealth 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
2020
Q4 		– Sell
-4,630
Closed -$1.02M – 420
2020
Q3 		$1.02M Buy
+4,630
New +$951K 0.26% 81

Other funds holding MCD

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Cypress Wealth Services's MCD Position: Q3 2026 in Review

Cypress Wealth Services reduced its McDonald's (MCD) stake by 3% in Q3 2026, selling an estimated $15.5K and leaving 1,877 shares worth $436K. The position accounts for 0.05% of the portfolio, ranked #265.

Cypress Wealth Services first reported a position in MCD in Q4 2017 and has held it in 35 quarters since. The position peaked at $6.16M in Q3 2019. 2,487 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Cypress Wealth Services held 1,877 shares of McDonald's worth $436K as of Q3 2026.
  • Cypress Wealth Services sold 59 McDonald's shares in Q3 2026, an estimated $15.5K.
  • McDonald's made up 0.05% of Cypress Wealth Services's portfolio in Q3 2026, its #265 holding.
  • Cypress Wealth Services first reported a position in McDonald's in Q4 2017 and has held it in 35 quarters since.
  • Cypress Wealth Services's McDonald's position peaked at $6.16M in Q3 2019.
  • 2,487 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Cypress Wealth Services's 13F filing for Q3 2026, filed 21 Oct 2026.