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

Gratus 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	$318K	Sell	1,377 -19	-1%	-$5K	0.04%	109
2026 Q2	$377K	Sell	1,396 -17	-1%	-$4.88K	0.05%	104
2026 Q1	$439K	Buy	1,413 +191	+16%	+$60.8K	0.06%	99
2025 Q4	$373K	Hold	1,222	–	–	0.05%	103
2025 Q3	$371K	Hold	1,222	–	–	0.05%	108
2025 Q2	$357K	Sell	1,222 -8	-0.7%	-$2.47K	0.05%	107
2025 Q1	$384K	Sell	1,230 -604	-33%	-$181K	0.06%	102
2024 Q4	$532K	Buy	1,834 +100	+6%	+$29.8K	0.09%	88
2024 Q3	$522K	Sell	1,734 -169	-9%	-$46.6K	0.09%	90
2024 Q2	$490K	Sell	1,903 -25	-1%	-$6.63K	0.08%	92
2024 Q1	$522K	Hold	1,928	–	–	0.1%	87
2023 Q4	$572K	Buy	+1,928	New	+$525K	0.11%	77

Other funds holding MCD

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

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

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

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Gratus Wealth Advisors reduced its McDonald's (MCD) stake by 1.4% in Q3 2026, selling an estimated $5K and leaving 1,377 shares worth $318K. The position accounts for 0.04% of the portfolio, ranked #109.

Gratus Wealth Advisors first reported a position in MCD in Q4 2023 and has held it in 12 quarters since. The position peaked at $572K in Q4 2023. 2,019 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

Gratus Wealth Advisors held 1,377 shares of McDonald's worth $318K as of Q3 2026.
Gratus Wealth Advisors sold 19 McDonald's shares in Q3 2026, an estimated $5K.
McDonald's made up 0.04% of Gratus Wealth Advisors's portfolio in Q3 2026, its #109 holding.
Gratus Wealth Advisors first reported a position in McDonald's in Q4 2023 and has held it in 12 quarters since.
Gratus Wealth Advisors's McDonald's position peaked at $572K in Q4 2023.
2,019 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Gratus Wealth Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.