MFA Wealth Services’s McDonald's MCD Stock Holding History

MFA 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	$545K	Sell	2,360 -17	-0.7%	-$4.48K	0.32%	79
2026 Q2	$643K	Buy	2,377 +91	+4%	+$26.1K	0.38%	70
2026 Q1	$711K	Buy	2,286 +58	+3%	+$18.5K	0.47%	62
2025 Q4	$681K	Buy	2,228 +97	+5%	+$29.7K	0.46%	58
2025 Q3	$648K	Buy	2,131 +66	+3%	+$20.1K	0.45%	61
2025 Q2	$603K	Buy	2,065 +12	+0.6%	+$3.7K	0.45%	54
2025 Q1	$641K	Sell	2,053 -168	-8%	-$50.2K	0.53%	48
2024 Q4	$644K	Buy	+2,221	New	+$662K	0.52%	51

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

MFA Wealth Services's MCD Position: Q3 2026 in Review

MFA Wealth Services reduced its McDonald's (MCD) stake by 0.72% in Q3 2026, selling an estimated $4.48K and leaving 2,360 shares worth $545K. The position accounts for 0.32% of the portfolio, ranked #79.

MFA Wealth Services first reported a position in MCD in Q4 2024 and has held it in 8 quarters since. The position peaked at $711K in Q1 2026. 958 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

MFA Wealth Services held 2,360 shares of McDonald's worth $545K as of Q3 2026.
MFA Wealth Services sold 17 McDonald's shares in Q3 2026, an estimated $4.48K.
McDonald's made up 0.32% of MFA Wealth Services's portfolio in Q3 2026, its #79 holding.
MFA Wealth Services first reported a position in McDonald's in Q4 2024 and has held it in 8 quarters since.
MFA Wealth Services's McDonald's position peaked at $711K in Q1 2026.
958 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on MFA Wealth Services's 13F filing for Q3 2026, filed 14 Oct 2026.