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Investment Partners Asset Management’s McDonald's MCD Stock Holding History

Investment Partners Asset Management’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 		$351K Hold
1,518
– – 0.19% 131
2026
Q2 		$410K Sell
1,518
-50
-3% -$14.3K 0.23% 117
2026
Q1 		$487K Buy
1,568
+5
+0.3% +$1.59K 0.3% 92
2025
Q4 		$478K Buy
1,563
+6
+0.4% +$1.84K 0.3% 94
2025
Q3 		$473K Buy
1,557
+4
+0.3% +$1.22K 0.31% 99
2025
Q2 		$454K Buy
1,553
+45
+3% +$13.9K 0.32% 98
2025
Q1 		$471K Hold
1,508
– – 0.37% 83
2024
Q4 		$437K Buy
1,508
+8
+0.5% +$2.39K 0.34% 90
2024
Q3 		$457K Buy
1,500
+44
+3% +$12.1K 0.37% 85
2024
Q2 		$371K Buy
1,456
+254
+21% +$67.4K 0.33% 91
2024
Q1 		$339K Buy
1,202
+95
+9% +$27.6K 0.31% 100
2023
Q4 		$328K Buy
+1,107
New +$301K 0.33% 91

Other funds holding MCD

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Investment Partners Asset Management's MCD Position: Q3 2026 in Review

Investment Partners Asset Management held its McDonald's (MCD) position steady in Q3 2026 at 1,518 shares worth $351K. The position accounts for 0.19% of the portfolio, ranked #131.

Investment Partners Asset Management first reported a position in MCD in Q4 2023 and has held it in 12 quarters since. The position peaked at $487K in Q1 2026. 179 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Investment Partners Asset Management held 1,518 shares of McDonald's worth $351K as of Q3 2026.
  • Investment Partners Asset Management left its McDonald's share count unchanged in Q3 2026.
  • McDonald's made up 0.19% of Investment Partners Asset Management's portfolio in Q3 2026, its #131 holding.
  • Investment Partners Asset Management first reported a position in McDonald's in Q4 2023 and has held it in 12 quarters since.
  • Investment Partners Asset Management's McDonald's position peaked at $487K in Q1 2026.
  • 179 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Investment Partners Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.