Jessup Wealth Management
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Jessup Wealth Management’s McDonald's MCD Stock Holding History

Jessup Wealth 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 		$211K Sell
913
-10
-1% -$2.63K 0.04% 84
2026
Q2 		$249K Sell
923
-125
-12% -$35.8K 0.07% 74
2026
Q1 		$326K Sell
1,048
-26
-2% -$8.28K 0.12% 64
2025
Q4 		$328K Buy
1,074
+4
+0.4% +$1.22K 0.11% 66
2025
Q3 		$325K Buy
1,070
+4
+0.4% +$1.22K 0.12% 63
2025
Q2 		$311K Buy
1,066
+5
+0.5% +$1.54K 0.12% 60
2025
Q1 		$332K Sell
1,061
-145
-12% -$43.4K 0.14% 58
2024
Q4 		$350K Buy
1,206
+2
+0.2% +$596 0.15% 52
2024
Q3 		$367K Sell
1,204
-49
-4% -$13.5K 0.17% 44
2024
Q2 		$319K Sell
1,253
-62
-5% -$16.4K 0.14% 48
2024
Q1 		$371K Buy
1,315
+5
+0.4% +$1.45K 0.16% 46
2023
Q4 		$389K Sell
1,310
-608
-32% -$165K 0.19% 40
2023
Q3 		$505K Buy
1,918
+10
+0.5% +$2.85K 0.29% 38
2023
Q2 		$569K Sell
1,908
-52
-3% -$15.1K 0.3% 40
2023
Q1 		$548K Buy
1,960
+99
+5% +$26.5K 0.32% 42
2022
Q4 		$490K Buy
+1,861
New +$491K 0.31% 45

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
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
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
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Jessup Wealth Management's MCD Position: Q3 2026 in Review

Jessup Wealth Management reduced its McDonald's (MCD) stake by 1.1% in Q3 2026, selling an estimated $2.63K and leaving 913 shares worth $211K. The position accounts for 0.04% of the portfolio, ranked #84.

Jessup Wealth Management first reported a position in MCD in Q4 2022 and has held it in 16 quarters since. The position peaked at $569K in Q2 2023. 863 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Jessup Wealth Management held 913 shares of McDonald's worth $211K as of Q3 2026.
  • Jessup Wealth Management sold 10 McDonald's shares in Q3 2026, an estimated $2.63K.
  • McDonald's made up 0.04% of Jessup Wealth Management's portfolio in Q3 2026, its #84 holding.
  • Jessup Wealth Management first reported a position in McDonald's in Q4 2022 and has held it in 16 quarters since.
  • Jessup Wealth Management's McDonald's position peaked at $569K in Q2 2023.
  • 863 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Jessup Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.