Madrona Financial Services
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Madrona Financial Services’s McDonald's MCD Stock Holding History

Madrona Financial Services’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 		$230K Buy
998
+7
+0.7% +$1.84K 0.04% 144
2026
Q2 		$268K Sell
991
-83
-8% -$23.8K 0.05% 114
2026
Q1 		$334K Buy
1,074
+27
+3% +$8.6K 0.07% 80
2025
Q4 		$320K Sell
1,047
-11
-1% -$3.37K 0.07% 88
2025
Q3 		$322K Sell
1,058
-34
-3% -$10.3K 0.07% 83
2025
Q2 		$319K Buy
1,092
+23
+2% +$7.09K 0.08% 78
2025
Q1 		$334K Sell
1,069
-1
-0.1% -$299 0.09% 74
2024
Q4 		$310K Sell
1,070
-4
-0.4% -$1.19K 0.08% 80
2024
Q3 		$327K Buy
1,074
+42
+4% +$11.6K 0.09% 72
2024
Q2 		$263K Buy
1,032
+13
+1% +$3.45K 0.08% 75
2024
Q1 		$287K Hold
1,019
– – 0.1% 68
2023
Q4 		$302K Sell
1,019
-8
-0.8% -$2.18K 0.12% 64
2023
Q3 		$271K Buy
1,027
+99
+11% +$28.2K 0.12% 76
2023
Q2 		$277K Sell
928
-174
-16% -$50.6K 0.14% 78
2023
Q1 		$308K Buy
1,102
+199
+22% +$53.3K 0.17% 63
2022
Q4 		$238K Hold
903
– – 0.14% 66
2022
Q3 		$208K Buy
903
+65
+8% +$16.6K 0.13% 69
2022
Q2 		$207K Hold
838
– – 0.12% 77
2022
Q1 		$213K Hold
838
– – 0.1% 76
2021
Q4 		$225K Hold
838
– – 0.1% 69
2021
Q3 		$202K Buy
+838
New +$200K 0.1% 64

Other funds holding MCD

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

Madrona Financial Services's MCD Position: Q3 2026 in Review

Madrona Financial Services increased its McDonald's (MCD) stake by 0.71% in Q3 2026, buying an estimated $1.84K and bringing the position to 998 shares worth $230K. The position accounts for 0.04% of the portfolio, ranked #144.

Madrona Financial Services first reported a position in MCD in Q3 2021 and has held it in 21 quarters since. The position peaked at $334K in Q1 2025. 2,914 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Madrona Financial Services held 998 shares of McDonald's worth $230K as of Q3 2026.
  • Madrona Financial Services bought 7 McDonald's shares in Q3 2026, an estimated $1.84K.
  • McDonald's made up 0.04% of Madrona Financial Services's portfolio in Q3 2026, its #144 holding.
  • Madrona Financial Services first reported a position in McDonald's in Q3 2021 and has held it in 21 quarters since.
  • Madrona Financial Services's McDonald's position peaked at $334K in Q1 2025.
  • 2,914 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Madrona Financial Services's 13F filing for Q3 2026, filed 23 Oct 2026.