Graves Light Lenhart Wealth
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Graves Light Lenhart Wealth’s McDonald's MCD Stock Holding History

Graves Light Lenhart 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 		$571K Sell
2,471
-343
-12% -$90.3K 0.05% 109
2026
Q2 		$761K Sell
2,814
-46
-2% -$13.2K 0.07% 104
2026
Q1 		$889K Hold
2,860
– – 0.09% 89
2025
Q4 		$874K Sell
2,860
-101
-3% -$30.9K 0.09% 90
2025
Q3 		$900K Buy
2,961
+198
+7% +$60.3K 0.1% 90
2025
Q2 		$807K Sell
2,763
-17
-0.6% -$5.24K 0.1% 90
2025
Q1 		$868K Buy
2,780
+72
+3% +$21.5K 0.11% 85
2024
Q4 		$785K Sell
2,708
-72
-3% -$21.5K 0.1% 91
2024
Q3 		$847K Sell
2,780
-22
-0.8% -$6.06K 0.1% 89
2024
Q2 		$700K Buy
2,802
+22
+0.8% +$5.84K 0.08% 94
2024
Q1 		$784K Hold
2,780
– – 0.09% 90
2023
Q4 		$824K Hold
2,780
– – 0.1% 88
2023
Q3 		$690K Hold
2,780
– – 0.09% 90
2023
Q2 		$830K Hold
2,780
– – 0.11% 89
2023
Q1 		$777K Sell
2,780
-28
-1% -$7.5K 0.12% 87
2022
Q4 		$740K Sell
2,808
-261
-9% -$68.9K 0.11% 93
2022
Q3 		$708K Sell
3,069
-11
-0.4% -$2.81K 0.12% 92
2022
Q2 		$760K Sell
3,080
-210
-6% -$51.7K 0.12% 91
2022
Q1 		$814K Sell
3,290
-28
-0.8% -$6.98K 0.11% 91
2021
Q4 		$889K Buy
3,318
+180
+6% +$45.4K 0.13% 86
2021
Q3 		$757K Buy
3,138
+1
+0% +$239 0.12% 84
2021
Q2 		$725K Sell
3,137
-64
-2% -$14.9K 0.12% 82
2021
Q1 		$717K Buy
3,201
+8
+0.3% +$1.71K 0.12% 81
2020
Q4 		$685K Sell
3,193
-193
-6% -$42K 0.13% 80
2020
Q3 		$743K Sell
3,386
-13
-0.4% -$2.67K 0.16% 72
2020
Q2 		$627K Buy
3,399
+2
+0.1% +$367 0.15% 78
2020
Q1 		$562K Buy
3,397
+28
+0.8% +$5.52K 0.15% 79
2019
Q4 		$666K Buy
3,369
+6
+0.2% +$1.19K 0.14% 85
2019
Q3 		$661K Buy
3,363
+196
+6% +$42K 0.15% 90
2019
Q2 		$658K Buy
3,167
+49
+2% +$9.7K 0.16% 79
2019
Q1 		$592K Sell
3,118
-28
-0.9% -$5.08K 0.15% 80
2018
Q4 		$559K Buy
+3,146
New +$558K 0.16% 80

Other funds holding MCD

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Graves Light Lenhart Wealth's MCD Position: Q3 2026 in Review

Graves Light Lenhart Wealth reduced its McDonald's (MCD) stake by 12% in Q3 2026, selling an estimated $90.3K and leaving 2,471 shares worth $571K. The position accounts for 0.05% of the portfolio, ranked #109.

Graves Light Lenhart Wealth first reported a position in MCD in Q4 2018 and has held it in 32 quarters since. The position peaked at $900K in Q3 2025. 2,305 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Graves Light Lenhart Wealth held 2,471 shares of McDonald's worth $571K as of Q3 2026.
  • Graves Light Lenhart Wealth sold 343 McDonald's shares in Q3 2026, an estimated $90.3K.
  • McDonald's made up 0.05% of Graves Light Lenhart Wealth's portfolio in Q3 2026, its #109 holding.
  • Graves Light Lenhart Wealth first reported a position in McDonald's in Q4 2018 and has held it in 32 quarters since.
  • Graves Light Lenhart Wealth's McDonald's position peaked at $900K in Q3 2025.
  • 2,305 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2026, filed 9 Oct 2026.