Gentry Private Wealth’s McDonald's MCD Stock Holding History

Gentry Private Wealth’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	$379K	Buy	1,639 +44	+3%	+$11.6K	0.19%	66
2026 Q2	$431K	Buy	1,595 +25	+2%	+$7.17K	0.22%	61
2026 Q1	$488K	Sell	1,570 -128	-8%	-$40.8K	0.29%	52
2025 Q4	$519K	Sell	1,698 -242	-12%	-$74.1K	0.33%	43
2025 Q3	$590K	Buy	1,940 +22	+1%	+$6.7K	0.41%	38
2025 Q2	$560K	Buy	1,918 +14	+0.7%	+$4.32K	0.43%	37
2025 Q1	$595K	Buy	+1,904	New	+$569K	0.49%	32
2024 Q4	–	Sell	-1,585	Closed	-$483K	–	59
2024 Q3	$483K	Sell	1,585 -15	-0.9%	-$4.13K	0.39%	42
2024 Q2	$408K	Buy	+1,600	New	+$424K	0.36%	45

Other funds holding MCD

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Gentry Private Wealth's MCD Position: Q3 2026 in Review

Gentry Private Wealth increased its McDonald's (MCD) stake by 2.8% in Q3 2026, buying an estimated $11.6K and bringing the position to 1,639 shares worth $379K. The position accounts for 0.19% of the portfolio, ranked #66.

Gentry Private Wealth first reported a position in MCD in Q2 2024 and has held it in 9 quarters since. The position peaked at $595K in Q1 2025. 2,643 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

Gentry Private Wealth held 1,639 shares of McDonald's worth $379K as of Q3 2026.
Gentry Private Wealth bought 44 McDonald's shares in Q3 2026, an estimated $11.6K.
McDonald's made up 0.19% of Gentry Private Wealth's portfolio in Q3 2026, its #66 holding.
Gentry Private Wealth first reported a position in McDonald's in Q2 2024 and has held it in 9 quarters since.
Gentry Private Wealth's McDonald's position peaked at $595K in Q1 2025.
2,643 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Gentry Private Wealth's 13F filing for Q3 2026, filed 12 Nov 2026.