FORM Wealth Advisors
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FORM Wealth Advisors’s McDonald's MCD Stock Holding History

FORM Wealth 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 		$649K Sell
2,812
-40
-1% -$10.5K 0.07% 32
2026
Q2 		$771K Sell
2,852
-1,117
-28% -$320K 0.08% 26
2026
Q1 		$1.23M Hold
3,969
– – 0.14% 27
2025
Q4 		$1.21M Buy
+3,969
New +$1.22M 0.14% 26
2025
Q2 		$1.16M Sell
3,969
-200
-5% -$61.7K 0.14% 26
2025
Q1 		$1.3M Buy
+4,169
New +$1.25M 0.18% 22

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 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
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 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
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

FORM Wealth Advisors's MCD Position: Q3 2026 in Review

FORM Wealth Advisors reduced its McDonald's (MCD) stake by 1.4% in Q3 2026, selling an estimated $10.5K and leaving 2,812 shares worth $649K. The position accounts for 0.07% of the portfolio, ranked #32.

FORM Wealth Advisors first reported a position in MCD in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.3M in Q1 2025. 1,051 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • FORM Wealth Advisors held 2,812 shares of McDonald's worth $649K as of Q3 2026.
  • FORM Wealth Advisors sold 40 McDonald's shares in Q3 2026, an estimated $10.5K.
  • McDonald's made up 0.07% of FORM Wealth Advisors's portfolio in Q3 2026, its #32 holding.
  • FORM Wealth Advisors first reported a position in McDonald's in Q1 2025 and has held it in 6 quarters since.
  • FORM Wealth Advisors's McDonald's position peaked at $1.3M in Q1 2025.
  • 1,051 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

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