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Essential Partners’s McDonald's MCD Stock Holding History

Essential Partners’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 		$73.2K Sell
317
-9
-3% -$2.37K 0.03% 507
2026
Q2 		$88.1K Sell
326
-94
-22% -$27K 0.04% 452
2026
Q1 		$131K Buy
420
+31
+8% +$9.9K 0.04% 362
2025
Q4 		$119K Buy
389
+23
+6% +$7.04K 0.04% 406
2025
Q3 		$111K Buy
366
+36
+11% +$11K 0.04% 415
2025
Q2 		$96.4K Buy
+330
New +$102K 0.04% 358

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
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
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Essential Partners's MCD Position: Q3 2026 in Review

Essential Partners reduced its McDonald's (MCD) stake by 2.8% in Q3 2026, selling an estimated $2.37K and leaving 317 shares worth $73.2K. The position accounts for 0.03% of the portfolio, ranked #507.

Essential Partners first reported a position in MCD in Q2 2025 and has held it in 6 quarters since. The position peaked at $131K in Q1 2026. 649 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Essential Partners held 317 shares of McDonald's worth $73.2K as of Q3 2026.
  • Essential Partners sold 9 McDonald's shares in Q3 2026, an estimated $2.37K.
  • McDonald's made up 0.03% of Essential Partners's portfolio in Q3 2026, its #507 holding.
  • Essential Partners first reported a position in McDonald's in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's McDonald's position peaked at $131K in Q1 2026.
  • 649 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.