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

LongView 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 		$463K Buy
2,005
+10
+0.5% +$2.63K 0.11% 137
2026
Q2 		$539K Sell
1,995
-42
-2% -$12K 0.14% 124
2026
Q1 		$618K Buy
2,037
+8
+0.4% +$2.55K 0.16% 121
2025
Q4 		$622K Sell
2,029
-74
-4% -$22.7K 0.15% 126
2025
Q3 		$639K Sell
2,103
-37
-2% -$11.3K 0.17% 107
2025
Q2 		$625K Sell
2,140
-94
-4% -$29K 0.19% 98
2025
Q1 		$698K Buy
2,234
+8
+0.4% +$2.39K 0.21% 93
2024
Q4 		$645K Buy
2,226
+8
+0.4% +$2.39K 0.2% 98
2024
Q3 		$676K Sell
2,218
-95
-4% -$26.2K 0.22% 90
2024
Q2 		$589K Sell
2,313
-41
-2% -$10.9K 0.22% 87
2024
Q1 		$664K Buy
2,354
+8
+0.3% +$2.33K 0.26% 79
2023
Q4 		$682K Buy
+2,346
New +$639K 0.3% 71

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

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

LongView Wealth Management increased its McDonald's (MCD) stake by 0.5% in Q3 2026, buying an estimated $2.63K and bringing the position to 2,005 shares worth $463K. The position accounts for 0.11% of the portfolio, ranked #137.

LongView Wealth Management first reported a position in MCD in Q4 2023 and has held it in 12 quarters since. The position peaked at $698K in Q1 2025. 792 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • LongView Wealth Management held 2,005 shares of McDonald's worth $463K as of Q3 2026.
  • LongView Wealth Management bought 10 McDonald's shares in Q3 2026, an estimated $2.63K.
  • McDonald's made up 0.11% of LongView Wealth Management's portfolio in Q3 2026, its #137 holding.
  • LongView Wealth Management first reported a position in McDonald's in Q4 2023 and has held it in 12 quarters since.
  • LongView Wealth Management's McDonald's position peaked at $698K in Q1 2025.
  • 792 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on LongView Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.