Miller Financial Services
MCD icon

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

Miller 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 		$590K Buy
2,556
+540
+27% +$142K 0.45% 69
2026
Q2 		$545K Buy
2,016
+281
+16% +$80.6K 0.44% 73
2026
Q1 		$539K Sell
1,735
-15
-0.9% -$4.78K 0.59% 56
2025
Q4 		$535K Sell
1,750
-35
-2% -$10.7K 0.63% 49
2025
Q3 		$542K Sell
1,785
-20
-1% -$6.09K 0.63% 49
2025
Q2 		$527K Hold
1,805
– – 0.67% 49
2025
Q1 		$564K Sell
1,805
-23
-1% -$6.88K 0.81% 41
2024
Q4 		$530K Buy
+1,828
New +$545K 0.45% 76

Other funds holding MCD

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Everett Harris & Co
Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return

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

Miller Financial Services increased its McDonald's (MCD) stake by 27% in Q3 2026, buying an estimated $142K and bringing the position to 2,556 shares worth $590K. The position accounts for 0.45% of the portfolio, ranked #69.

Miller Financial Services first reported a position in MCD in Q4 2024 and has held it in 8 quarters since. 1,319 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Miller Financial Services held 2,556 shares of McDonald's worth $590K as of Q3 2026.
  • Miller Financial Services bought 540 McDonald's shares in Q3 2026, an estimated $142K.
  • McDonald's made up 0.45% of Miller Financial Services's portfolio in Q3 2026, its #69 holding.
  • Miller Financial Services first reported a position in McDonald's in Q4 2024 and has held it in 8 quarters since.
  • 1,319 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Miller Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.