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

IVC 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 		$946K Sell
4,095
-371
-8% -$97.6K 0.38% 48
2026
Q2 		$1.21M Sell
4,466
-94
-2% -$27K 0.47% 40
2026
Q1 		$1.42M Buy
4,560
+45
+1% +$14.3K 0.62% 30
2025
Q4 		$1.38M Buy
4,515
+85
+2% +$26K 0.6% 29
2025
Q3 		$1.35M Sell
4,430
-12
-0.3% -$3.65K 0.6% 29
2025
Q2 		$1.3M Buy
4,442
+55
+1% +$17K 0.63% 33
2025
Q1 		$1.37M Buy
4,387
+58
+1% +$17.3K 0.74% 32
2024
Q4 		$1.25M Sell
4,329
-495
-10% -$148K 0.7% 32
2024
Q3 		$1.47M Sell
4,824
-186
-4% -$51.3K 0.8% 29
2024
Q2 		$1.28M Sell
5,010
-65
-1% -$17.2K 0.71% 33
2024
Q1 		$1.43M Sell
5,075
-45
-0.9% -$13.1K 0.83% 28
2023
Q4 		$1.52M Buy
5,120
+69
+1% +$18.8K 0.94% 23
2023
Q3 		$1.33M Sell
5,051
-8
-0.2% -$2.28K 0.89% 24
2023
Q2 		$1.51M Sell
5,059
-90
-2% -$26.1K 0.96% 21
2023
Q1 		$1.44M Sell
5,149
-105
-2% -$28.1K 1.02% 22
2022
Q4 		$1.38M Sell
5,254
-49
-0.9% -$12.9K 1.02% 23
2022
Q3 		$1.22M Buy
5,303
+41
+0.8% +$10.5K 0.99% 21
2022
Q2 		$1.3M Buy
5,262
+2
+0% +$493 1.01% 22
2022
Q1 		$1.3M Sell
5,260
-7
-0.1% -$1.74K 0.85% 25
2021
Q4 		$1.41M Sell
5,267
-123
-2% -$31.1K 0.91% 23
2021
Q3 		$1.3M Buy
5,390
+166
+3% +$39.6K 0.9% 26
2021
Q2 		$1.21M Sell
5,224
-43
-0.8% -$10K 0.85% 32
2021
Q1 		$1.18M Sell
5,267
-83
-2% -$17.8K 0.93% 30
2020
Q4 		$1.15M Buy
+5,350
New +$1.16M 1.1% 21

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

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

IVC Wealth Advisors reduced its McDonald's (MCD) stake by 8.3% in Q3 2026, selling an estimated $97.6K and leaving 4,095 shares worth $946K. The position accounts for 0.38% of the portfolio, ranked #48.

IVC Wealth Advisors first reported a position in MCD in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.52M in Q4 2023. 1,046 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • IVC Wealth Advisors held 4,095 shares of McDonald's worth $946K as of Q3 2026.
  • IVC Wealth Advisors sold 371 McDonald's shares in Q3 2026, an estimated $97.6K.
  • McDonald's made up 0.38% of IVC Wealth Advisors's portfolio in Q3 2026, its #48 holding.
  • IVC Wealth Advisors first reported a position in McDonald's in Q4 2020 and has held it in 24 quarters since.
  • IVC Wealth Advisors's McDonald's position peaked at $1.52M in Q4 2023.
  • 1,046 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

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