Midwest Financial Group’s McDonald's MCD Stock Holding History

Midwest Financial Group’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	$298K	Buy	1,292 +1	+0.1%	+$263	0.1%	118
2026 Q2	$349K	Hold	1,291	–	–	0.12%	104
2026 Q1	$401K	Hold	1,291	–	–	0.17%	90
2025 Q4	$395K	Sell	1,291 -50	-4%	-$15.3K	0.17%	85
2025 Q3	$407K	Hold	1,341	–	–	0.19%	80
2025 Q2	$392K	Buy	1,341 +1	+0.1%	+$308	0.21%	78
2025 Q1	$419K	Hold	1,340	–	–	0.24%	71
2024 Q4	$388K	Sell	1,340 -25	-2%	-$7.46K	0.22%	80
2024 Q3	$416K	Sell	1,365 -10	-0.7%	-$2.76K	0.24%	77
2024 Q2	$350K	Buy	1,375 +175	+15%	+$46.4K	0.22%	80
2024 Q1	$338K	Sell	1,200 -50	-4%	-$14.5K	0.23%	81
2023 Q4	$371K	Buy	1,250 +75	+6%	+$20.4K	0.28%	76
2023 Q3	$309K	Buy	1,175 +1	+0.1%	+$285	0.26%	80
2023 Q2	$350K	Hold	1,174	–	–	0.3%	76
2023 Q1	$328K	Buy	+1,174	New	+$315K	0.3%	75

Other funds holding MCD

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

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

UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 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

Midwest Financial Group's MCD Position: Q3 2026 in Review

Midwest Financial Group increased its McDonald's (MCD) stake by 0.08% in Q3 2026, buying an estimated $263 and bringing the position to 1,292 shares worth $298K. The position accounts for 0.1% of the portfolio, ranked #118.

Midwest Financial Group first reported a position in MCD in Q1 2023 and has held it in 15 quarters since. The position peaked at $419K in Q1 2025. 1,174 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

Midwest Financial Group held 1,292 shares of McDonald's worth $298K as of Q3 2026.
Midwest Financial Group bought 1 McDonald's share in Q3 2026, an estimated $263.
McDonald's made up 0.1% of Midwest Financial Group's portfolio in Q3 2026, its #118 holding.
Midwest Financial Group first reported a position in McDonald's in Q1 2023 and has held it in 15 quarters since.
Midwest Financial Group's McDonald's position peaked at $419K in Q1 2025.
1,174 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Midwest Financial Group's 13F filing for Q3 2026, filed 15 Oct 2026.