McGlone Suttner Wealth Management
MCD icon

McGlone Suttner Wealth Management’s McDonald's MCD Stock Holding History

McGlone Suttner 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 		$999K Sell
4,326
-215
-5% -$56.6K 0.12% 84
2026
Q2 		$1.23M Buy
4,541
+121
+3% +$34.7K 0.14% 74
2026
Q1 		$1.37M Buy
4,420
+138
+3% +$44K 0.18% 64
2025
Q4 		$1.31M Sell
4,282
-179
-4% -$54.8K 0.18% 61
2025
Q3 		$1.36M Buy
4,461
+107
+2% +$32.6K 0.19% 54
2025
Q2 		$1.27M Buy
4,354
+180
+4% +$55.5K 0.19% 56
2025
Q1 		$1.3M Buy
4,174
+262
+7% +$78.4K 0.21% 51
2024
Q4 		$1.13M Buy
3,912
+143
+4% +$42.6K 0.19% 55
2024
Q3 		$1.15M Sell
3,769
-416
-10% -$115K 0.24% 54
2024
Q2 		$1.24M Buy
4,185
+165
+4% +$43.8K 0.26% 44
2024
Q1 		$1.13M Sell
4,020
-165
-4% -$48K 0.21% 55
2023
Q4 		$1.24M Buy
4,185
+191
+5% +$52K 0.25% 44
2023
Q3 		$1.05M Buy
3,994
+167
+4% +$47.6K 0.24% 49
2023
Q2 		$1.14M Buy
3,827
+91
+2% +$26.4K 0.26% 44
2023
Q1 		$1.05M Buy
3,736
+219
+6% +$58.7K 0.27% 41
2022
Q4 		$928K Buy
+3,517
New +$928K 0.29% 46

Other funds holding MCD

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
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
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM

McGlone Suttner Wealth Management's MCD Position: Q3 2026 in Review

McGlone Suttner Wealth Management reduced its McDonald's (MCD) stake by 4.7% in Q3 2026, selling an estimated $56.6K and leaving 4,326 shares worth $999K. The position accounts for 0.12% of the portfolio, ranked #84.

McGlone Suttner Wealth Management first reported a position in MCD in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.37M in Q1 2026. 2,827 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • McGlone Suttner Wealth Management held 4,326 shares of McDonald's worth $999K as of Q3 2026.
  • McGlone Suttner Wealth Management sold 215 McDonald's shares in Q3 2026, an estimated $56.6K.
  • McDonald's made up 0.12% of McGlone Suttner Wealth Management's portfolio in Q3 2026, its #84 holding.
  • McGlone Suttner Wealth Management first reported a position in McDonald's in Q4 2022 and has held it in 16 quarters since.
  • McGlone Suttner Wealth Management's McDonald's position peaked at $1.37M in Q1 2026.
  • 2,827 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

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