Emerald Advisors
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Emerald Advisors’s McDonald's MCD Stock Holding History

Emerald 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 		– Sell
-841
Closed -$227K – 123
2026
Q2 		$227K Buy
841
+36
+4% +$10.3K 0.03% 117
2026
Q1 		$250K Sell
805
-69
-8% -$22K 0.03% 103
2025
Q4 		$267K Buy
+874
New +$268K 0.04% 93
2024
Q4 		– Sell
-664
Closed -$210K – 95
2024
Q3 		$210K Buy
+664
New +$183K 0.03% 87
2023
Q3 		– Sell
-787
Closed -$235K – 84
2023
Q2 		$235K Sell
787
-40
-5% -$11.6K 0.06% 76
2023
Q1 		$231K Sell
827
-51
-6% -$13.7K 0.06% 73
2022
Q4 		$231K Sell
878
-253
-22% -$66.7K 0.06% 67
2022
Q3 		$261K Sell
1,131
-5
-0.4% -$1.28K 0.08% 68
2022
Q2 		$281K Sell
1,136
-133
-10% -$32.8K 0.08% 72
2022
Q1 		$314K Sell
1,269
-14
-1% -$3.49K 0.07% 75
2021
Q4 		$344K Sell
1,283
-1,289
-50% -$325K 0.08% 70
2021
Q3 		$620K Buy
2,572
+72
+3% +$17.2K 0.18% 42
2021
Q2 		$578K Buy
2,500
+137
+6% +$31.9K 0.18% 45
2021
Q1 		$530K Buy
2,363
+49
+2% +$10.5K 0.19% 37
2020
Q4 		$497K Sell
2,314
-1
-0% -$217 0.17% 41
2020
Q3 		$508K Buy
2,315
+69
+3% +$14.2K 0.19% 36
2020
Q2 		$414K Buy
2,246
+118
+6% +$21.6K 0.18% 46
2020
Q1 		$386K Buy
2,128
+1,171
+122% +$231K 0.17% 46
2019
Q4 		$200K Buy
+957
New +$190K 0.19% 94

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
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Emerald Advisors's MCD Position: Q3 2026 in Review

Emerald Advisors sold out of McDonald's (MCD) in Q3 2026, closing a stake of 841 shares — an estimated $227K sold.

Emerald Advisors first reported a position in MCD in Q4 2019 and held it in 19 quarters. The position peaked at $620K in Q3 2021. 723 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Emerald Advisors reported no remaining McDonald's position as of Q3 2026 after selling out during the quarter.
  • Emerald Advisors sold 841 McDonald's shares in Q3 2026, an estimated $227K.
  • Emerald Advisors first reported a position in McDonald's in Q4 2019 and held it in 19 quarters.
  • Emerald Advisors's McDonald's position peaked at $620K in Q3 2021.
  • 723 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

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