Eagle Bluffs Wealth Management
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Eagle Bluffs Wealth Management’s McDonald's MCD Stock Holding History

Eagle Bluffs Wealth Management’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 		$299K Sell
1,296
-15
-1% -$3.95K 0.1% 74
2026
Q2 		$354K Hold
1,311
– – 0.12% 71
2026
Q1 		$407K Hold
1,311
– – 0.16% 64
2025
Q4 		$401K Sell
1,311
-8
-0.6% -$2.45K 0.16% 68
2025
Q3 		$401K Buy
1,319
+16
+1% +$4.87K 0.17% 66
2025
Q2 		$381K Buy
1,303
+2
+0.2% +$617 0.18% 65
2025
Q1 		$406K Buy
1,301
+121
+10% +$36.2K 0.21% 62
2024
Q4 		$342K Sell
1,180
-4
-0.3% -$1.19K 0.18% 63
2024
Q3 		$361K Hold
1,184
– – 0.19% 61
2024
Q2 		$302K Buy
1,184
+24
+2% +$6.37K 0.18% 62
2024
Q1 		$327K Hold
1,160
– – 0.2% 62
2023
Q4 		$344K Buy
1,160
+27
+2% +$7.35K 0.23% 61
2023
Q3 		$298K Hold
1,133
– – 0.23% 61
2023
Q2 		$338K Hold
1,133
– – 0.26% 56
2023
Q1 		$317K Buy
1,133
+29
+3% +$7.77K 0.26% 58
2022
Q4 		$291K Hold
1,104
– – 0.31% 57
2022
Q3 		$255K Hold
1,104
– – 0.29% 56
2022
Q2 		$273K Hold
1,104
– – 0.29% 58
2022
Q1 		$273K Buy
1,104
+92
+9% +$22.9K 0.26% 61
2021
Q4 		$271K Buy
+1,012
New +$256K 0.28% 58

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

Eagle Bluffs Wealth Management's MCD Position: Q3 2026 in Review

Eagle Bluffs Wealth Management reduced its McDonald's (MCD) stake by 1.1% in Q3 2026, selling an estimated $3.95K and leaving 1,296 shares worth $299K. The position accounts for 0.1% of the portfolio, ranked #74.

Eagle Bluffs Wealth Management first reported a position in MCD in Q4 2021 and has held it in 20 quarters since. The position peaked at $407K in Q1 2026. 2,151 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Eagle Bluffs Wealth Management held 1,296 shares of McDonald's worth $299K as of Q3 2026.
  • Eagle Bluffs Wealth Management sold 15 McDonald's shares in Q3 2026, an estimated $3.95K.
  • McDonald's made up 0.1% of Eagle Bluffs Wealth Management's portfolio in Q3 2026, its #74 holding.
  • Eagle Bluffs Wealth Management first reported a position in McDonald's in Q4 2021 and has held it in 20 quarters since.
  • Eagle Bluffs Wealth Management's McDonald's position peaked at $407K in Q1 2026.
  • 2,151 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Eagle Bluffs Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.