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

Ledgewood 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	–	Sell	-800	Closed	-$216K	–	76
2026 Q2	$216K	Hold	800	–	–	0.11%	68
2026 Q1	$249K	Hold	800	–	–	0.14%	65
2025 Q4	$245K	Hold	800	–	–	0.14%	65
2025 Q3	$243K	Hold	800	–	–	0.14%	66
2025 Q2	$234K	Hold	800	–	–	0.15%	63
2025 Q1	$250K	Hold	800	–	–	0.16%	59
2024 Q4	$232K	Hold	800	–	–	0.15%	63
2024 Q3	$244K	Hold	800	–	–	0.16%	60
2024 Q2	$204K	Hold	800	–	–	0.18%	57
2024 Q1	$226K	Hold	800	–	–	0.21%	52
2023 Q4	$237K	Buy	+800	New	+$218K	0.22%	51

Other funds holding MCD

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Ledgewood Wealth Advisors sold out of McDonald's (MCD) in Q3 2026, closing a stake of 800 shares — an estimated $216K sold.

Ledgewood Wealth Advisors first reported a position in MCD in Q4 2023 and held it in 11 quarters. The position peaked at $250K in Q1 2025. 2,151 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

Ledgewood Wealth Advisors reported no remaining McDonald's position as of Q3 2026 after selling out during the quarter.
Ledgewood Wealth Advisors sold 800 McDonald's shares in Q3 2026, an estimated $216K.
Ledgewood Wealth Advisors first reported a position in McDonald's in Q4 2023 and held it in 11 quarters.
Ledgewood Wealth Advisors's McDonald's position peaked at $250K in Q1 2025.
2,151 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Ledgewood Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.