GoalVest Advisory
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GoalVest Advisory’s McDonald's MCD Stock Holding History

GoalVest Advisory’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 		$1.37M Buy
36,292
+30,616
+539% +$8.06M 0.24% 55
2026
Q2 		$1.53M Buy
5,676
+187
+3% +$53.6K 0.28% 46
2026
Q1 		$1.71M Sell
5,489
-593
-10% -$189K 0.33% 50
2025
Q4 		$1.86M Sell
6,082
-660
-10% -$202K 0.36% 38
2025
Q3 		$2.05M Buy
6,742
+365
+6% +$111K 0.43% 36
2025
Q2 		$1.86M Buy
6,377
+336
+6% +$104K 0.46% 35
2025
Q1 		$1.89M Buy
6,041
+756
+14% +$226K 0.52% 34
2024
Q4 		$1.53M Buy
5,285
+70
+1% +$20.9K 0.42% 38
2024
Q3 		$1.59M Buy
5,215
+311
+6% +$85.7K 0.46% 39
2024
Q2 		$1.25M Buy
4,904
+78
+2% +$20.7K 0.4% 42
2024
Q1 		$1.36M Buy
4,826
+957
+25% +$278K 0.45% 36
2023
Q4 		$1.15M Buy
3,869
+753
+24% +$205K 0.5% 29
2023
Q3 		$821K Buy
3,116
+488
+19% +$139K 0.41% 46
2023
Q2 		$784K Sell
2,628
-3,443
-57% -$1M 0.4% 51
2023
Q1 		$1.7M Sell
6,071
-2,306
-28% -$618K 0.99% 14
2022
Q4 		$2.21M Sell
8,377
-1,580
-16% -$417K 1.42% 16
2022
Q3 		$2.3M Buy
9,957
+4,653
+88% +$1.19M 1.61% 16
2022
Q2 		$1.34M Buy
5,304
+1,574
+42% +$388K 0.85% 34
2022
Q1 		$922K Buy
+3,730
New +$929K 0.52% 53
2021
Q2 		$626K Buy
2,712
+138
+5% +$32.1K 0.39% 73
2021
Q1 		$577K Sell
2,574
-1,463
-36% -$313K 0.43% 78
2020
Q4 		$866K Buy
+4,037
New +$878K 0.73% 43

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
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 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
J. Safra Sarasin Holding
J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

GoalVest Advisory's MCD Position: Q3 2026 in Review

GoalVest Advisory increased its McDonald's (MCD) stake by 539% in Q3 2026, buying an estimated $8.06M and bringing the position to 36,292 shares worth $1.37M. The position accounts for 0.24% of the portfolio, ranked #55.

GoalVest Advisory first reported a position in MCD in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.3M in Q3 2022. 1,141 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • GoalVest Advisory held 36,292 shares of McDonald's worth $1.37M as of Q3 2026.
  • GoalVest Advisory bought 30,616 McDonald's shares in Q3 2026, an estimated $8.06M.
  • McDonald's made up 0.24% of GoalVest Advisory's portfolio in Q3 2026, its #55 holding.
  • GoalVest Advisory first reported a position in McDonald's in Q4 2020 and has held it in 22 quarters since.
  • GoalVest Advisory's McDonald's position peaked at $2.3M in Q3 2022.
  • 1,141 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.