Investmark Advisory Group
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Investmark Advisory Group’s McDonald's MCD Stock Holding History

Investmark Advisory Group’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 		$378K Buy
1,636
+601
+58% +$158K 0.12% 116
2026
Q2 		$280K Sell
1,035
-1
-0.1% -$287 0.11% 121
2026
Q1 		$322K Sell
1,036
-43
-4% -$13.7K 0.14% 99
2025
Q4 		$330K Buy
1,079
+4
+0.4% +$1.22K 0.14% 99
2025
Q3 		$327K Buy
1,075
+4
+0.4% +$1.22K 0.14% 100
2025
Q2 		$313K Buy
1,071
+4
+0.4% +$1.23K 0.15% 98
2025
Q1 		$333K Buy
1,067
+3
+0.3% +$897 0.16% 88
2024
Q4 		$308K Sell
1,064
-149
-12% -$44.4K 0.15% 94
2024
Q3 		$370K Buy
1,213
+60
+5% +$16.5K 0.18% 86
2024
Q2 		$294K Buy
1,153
+3
+0.3% +$796 0.16% 91
2024
Q1 		$324K Sell
1,150
-72
-6% -$20.9K 0.18% 89
2023
Q4 		$362K Buy
1,222
+19
+2% +$5.17K 0.21% 81
2023
Q3 		$317K Sell
1,203
-3
-0.2% -$856 0.21% 78
2023
Q2 		$360K Sell
1,206
-98
-8% -$28.5K 0.24% 75
2023
Q1 		$364K Buy
1,304
+5
+0.4% +$1.34K 0.27% 66
2022
Q4 		$342K Buy
1,299
+50
+4% +$13.2K 0.25% 74
2022
Q3 		$288K Buy
1,249
+157
+14% +$40.1K 0.26% 68
2022
Q2 		$269K Buy
1,092
+5
+0.5% +$1.23K 0.27% 61
2022
Q1 		$268K Sell
1,087
-51
-4% -$12.7K 0.28% 69
2021
Q4 		$305K Buy
+1,138
New +$287K 0.29% 60

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

Investmark Advisory Group's MCD Position: Q3 2026 in Review

Investmark Advisory Group increased its McDonald's (MCD) stake by 58% in Q3 2026, buying an estimated $158K and bringing the position to 1,636 shares worth $378K. The position accounts for 0.12% of the portfolio, ranked #116.

Investmark Advisory Group first reported a position in MCD in Q4 2021 and has held it in 20 quarters since. 2,305 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Investmark Advisory Group held 1,636 shares of McDonald's worth $378K as of Q3 2026.
  • Investmark Advisory Group bought 601 McDonald's shares in Q3 2026, an estimated $158K.
  • McDonald's made up 0.12% of Investmark Advisory Group's portfolio in Q3 2026, its #116 holding.
  • Investmark Advisory Group first reported a position in McDonald's in Q4 2021 and has held it in 20 quarters since.
  • 2,305 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Investmark Advisory Group's 13F filing for Q3 2026, filed 27 Oct 2026.