Holos Integrated Wealth
MCD icon

Holos Integrated Wealth’s McDonald's MCD Stock Holding History

Holos Integrated 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 		$204K Hold
840
– – 0.09% 82
2026
Q2 		$237K Sell
840
-30
-3% -$8.6K 0.11% 75
2026
Q1 		$265K Hold
870
– – 0.13% 68
2025
Q4 		$264K Hold
870
– – 0.15% 56
2025
Q3 		$258K Hold
870
– – 0.15% 54
2025
Q2 		$266K Hold
870
– – 0.16% 52
2025
Q1 		$272K Hold
870
– – 0.18% 51
2024
Q4 		$252K Buy
+870
New +$259K 0.17% 47

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

Holos Integrated Wealth's MCD Position: Q3 2026 in Review

Holos Integrated Wealth held its McDonald's (MCD) position steady in Q3 2026 at 840 shares worth $204K. The position accounts for 0.09% of the portfolio, ranked #82.

Holos Integrated Wealth first reported a position in MCD in Q4 2024 and has held it in 8 quarters since. The position peaked at $272K in Q1 2025. 1,046 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Holos Integrated Wealth held 840 shares of McDonald's worth $204K as of Q3 2026.
  • Holos Integrated Wealth left its McDonald's share count unchanged in Q3 2026.
  • McDonald's made up 0.09% of Holos Integrated Wealth's portfolio in Q3 2026, its #82 holding.
  • Holos Integrated Wealth first reported a position in McDonald's in Q4 2024 and has held it in 8 quarters since.
  • Holos Integrated Wealth's McDonald's position peaked at $272K in Q1 2025.
  • 1,046 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.