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Detalus Advisors’s McDonald's MCD Stock Holding History

Detalus 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 		$323K Sell
1,399
-84
-6% -$22.1K 0.06% 142
2026
Q2 		$401K Sell
1,483
-49
-3% -$14.1K 0.08% 120
2026
Q1 		$476K Sell
1,532
-194
-11% -$61.8K 0.11% 102
2025
Q4 		$527K Sell
1,726
-16
-0.9% -$4.9K 0.13% 86
2025
Q3 		$529K Sell
1,742
-31
-2% -$9.44K 0.14% 81
2025
Q2 		$518K Sell
1,773
-36
-2% -$11.1K 0.15% 79
2025
Q1 		$565K Buy
1,809
+39
+2% +$11.7K 0.18% 72
2024
Q4 		$513K Sell
1,770
-45
-2% -$13.4K 0.17% 73
2024
Q3 		$553K Sell
1,815
-90
-5% -$24.8K 0.18% 72
2024
Q2 		$485K Buy
1,905
+157
+9% +$41.7K 0.17% 80
2024
Q1 		$493K Buy
1,748
+52
+3% +$15.1K 0.18% 80
2023
Q4 		$503K Sell
1,696
-50
-3% -$13.6K 0.2% 77
2023
Q3 		$460K Hold
1,746
– – 0.22% 78
2023
Q2 		$521K Sell
1,746
-423
-20% -$123K 0.23% 74
2023
Q1 		$606K Hold
2,169
– – 0.29% 60
2022
Q4 		$572K Buy
2,169
+341
+19% +$90K 0.28% 70
2022
Q3 		$422K Hold
1,828
– – 0.25% 78
2022
Q2 		$451K Buy
1,828
+1
+0.1% +$246 0.27% 68
2022
Q1 		$452K Sell
1,827
-1,453
-44% -$362K 0.24% 69
2021
Q4 		$879K Buy
3,280
+514
+19% +$130K 0.42% 38
2021
Q3 		$667K Sell
2,766
-200
-7% -$47.7K 0.34% 51
2021
Q2 		$685K Sell
2,966
-485
-14% -$113K 0.36% 48
2021
Q1 		$774K Buy
3,451
+25
+0.7% +$5.35K 0.46% 41
2020
Q4 		$735K Sell
3,426
-60
-2% -$13K 0.46% 39
2020
Q3 		$765K Sell
3,486
-175
-5% -$35.9K 0.56% 27
2020
Q2 		$675K Buy
3,661
+29
+0.8% +$5.32K 0.52% 31
2020
Q1 		$601K Buy
3,632
+8
+0.2% +$1.58K 0.55% 30
2019
Q4 		$716K Buy
+3,624
New +$719K 0.52% 33

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
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
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Detalus Advisors's MCD Position: Q3 2026 in Review

Detalus Advisors reduced its McDonald's (MCD) stake by 5.7% in Q3 2026, selling an estimated $22.1K and leaving 1,399 shares worth $323K. The position accounts for 0.06% of the portfolio, ranked #142.

Detalus Advisors first reported a position in MCD in Q4 2019 and has held it in 28 quarters since. The position peaked at $879K in Q4 2021. 771 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Detalus Advisors held 1,399 shares of McDonald's worth $323K as of Q3 2026.
  • Detalus Advisors sold 84 McDonald's shares in Q3 2026, an estimated $22.1K.
  • McDonald's made up 0.06% of Detalus Advisors's portfolio in Q3 2026, its #142 holding.
  • Detalus Advisors first reported a position in McDonald's in Q4 2019 and has held it in 28 quarters since.
  • Detalus Advisors's McDonald's position peaked at $879K in Q4 2021.
  • 771 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Detalus Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.