KPWG
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KFA Private Wealth Group’s McDonald's MCD Stock Holding History

KFA Private Wealth 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 		$928K Buy
4,019
+355
+10% +$93.4K 0.22% 53
2026
Q2 		$991K Sell
3,664
-1,226
-25% -$352K 0.24% 50
2026
Q1 		$1.52M Sell
4,890
-25
-0.5% -$7.96K 0.36% 39
2025
Q4 		$1.5M Buy
4,915
+15
+0.3% +$4.59K 0.37% 36
2025
Q3 		$1.49M Buy
4,900
+12
+0.2% +$3.65K 0.43% 33
2025
Q2 		$1.43M Buy
4,888
+3,200
+190% +$987K 0.44% 33
2025
Q1 		$527K Buy
+1,688
New +$505K 0.18% 61
2024
Q2 		– Sell
-1,276
Closed -$360K – 92
2024
Q1 		$360K Buy
1,276
+54
+4% +$15.7K 0.11% 76
2023
Q4 		$362K Buy
1,222
+9
+0.7% +$2.45K 0.13% 64
2023
Q3 		$320K Buy
1,213
+3
+0.2% +$856 0.13% 61
2023
Q2 		$361K Sell
1,210
-76
-6% -$22.1K 0.15% 55
2023
Q1 		$360K Buy
1,286
+270
+27% +$72.3K 0.16% 54
2022
Q4 		$268K Sell
1,016
-320
-24% -$84.4K 0.14% 56
2022
Q3 		$308K Buy
1,336
+4
+0.3% +$1.02K 0.16% 47
2022
Q2 		$329K Sell
1,332
-60
-4% -$14.8K 0.18% 49
2022
Q1 		$344K Buy
1,392
+148
+12% +$36.9K 0.17% 51
2021
Q4 		$333K Sell
1,244
-1
-0.1% -$252 0.17% 53
2021
Q3 		$300K Buy
1,245
+2
+0.2% +$477 0.16% 57
2021
Q2 		$287K Sell
1,243
-210
-14% -$48.9K 0.16% 58
2021
Q1 		$326K Buy
1,453
+446
+44% +$95.4K 0.19% 53
2020
Q4 		$216K Buy
1,007
+6
+0.6% +$1.3K 0.14% 67
2020
Q3 		$220K Sell
1,001
-286
-22% -$58.7K 0.16% 62
2020
Q2 		$237K Buy
1,287
+54
+4% +$9.9K 0.23% 43
2020
Q1 		$204K Sell
1,233
-1,031
-46% -$203K 0.24% 48
2019
Q4 		$447K Buy
+2,264
New +$449K 0.41% 31

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
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
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

KFA Private Wealth Group's MCD Position: Q3 2026 in Review

KFA Private Wealth Group increased its McDonald's (MCD) stake by 9.7% in Q3 2026, buying an estimated $93.4K and bringing the position to 4,019 shares worth $928K. The position accounts for 0.22% of the portfolio, ranked #53.

KFA Private Wealth Group first reported a position in MCD in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.52M in Q1 2026. 771 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • KFA Private Wealth Group held 4,019 shares of McDonald's worth $928K as of Q3 2026.
  • KFA Private Wealth Group bought 355 McDonald's shares in Q3 2026, an estimated $93.4K.
  • McDonald's made up 0.22% of KFA Private Wealth Group's portfolio in Q3 2026, its #53 holding.
  • KFA Private Wealth Group first reported a position in McDonald's in Q4 2019 and has held it in 25 quarters since.
  • KFA Private Wealth Group's McDonald's position peaked at $1.52M in Q1 2026.
  • 771 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on KFA Private Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.