McCarter Private Wealth Services’s McDonald's MCD Stock Holding History

McCarter Private Wealth 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	$361K	Sell	1,565 -4	-0.3%	-$1.05K	0.12%	128
2026 Q2	$424K	Sell	1,569 -217	-12%	-$62.2K	0.15%	121
2026 Q1	$555K	Buy	1,786 +174	+11%	+$55.4K	0.24%	87
2025 Q4	$493K	Buy	1,612 +452	+39%	+$138K	0.22%	90
2025 Q3	$353K	Buy	1,160 +25	+2%	+$7.61K	0.18%	99
2025 Q2	$332K	Hold	1,135	–	–	0.19%	91
2025 Q1	$355K	Buy	1,135 +90	+9%	+$26.9K	0.23%	73
2024 Q4	$303K	Sell	1,045 -105	-9%	-$31.3K	0.19%	81
2024 Q3	$350K	Buy	+1,150	New	+$317K	0.22%	78

Other funds holding MCD

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

McCarter Private Wealth Services's MCD Position: Q3 2026 in Review

McCarter Private Wealth Services reduced its McDonald's (MCD) stake by 0.25% in Q3 2026, selling an estimated $1.05K and leaving 1,565 shares worth $361K. The position accounts for 0.12% of the portfolio, ranked #128.

McCarter Private Wealth Services first reported a position in MCD in Q3 2024 and has held it in 9 quarters since. The position peaked at $555K in Q1 2026. 1,046 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

McCarter Private Wealth Services held 1,565 shares of McDonald's worth $361K as of Q3 2026.
McCarter Private Wealth Services sold 4 McDonald's shares in Q3 2026, an estimated $1.05K.
McDonald's made up 0.12% of McCarter Private Wealth Services's portfolio in Q3 2026, its #128 holding.
McCarter Private Wealth Services first reported a position in McDonald's in Q3 2024 and has held it in 9 quarters since.
McCarter Private Wealth Services's McDonald's position peaked at $555K in Q1 2026.
1,046 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on McCarter Private Wealth Services's 13F filing for Q3 2026, filed 22 Oct 2026.