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Miller Wealth Advisors’s McDonald's MCD Stock Holding History

Miller Wealth Advisors’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 		$16.4K Hold
71
– – 0.01% 64
2026
Q2 		$19.2K Buy
71
+1
+1% +$287 0.01% 58
2026
Q1 		$21.8K Hold
70
– – 0.01% 53
2025
Q4 		$21.4K Sell
70
-55
-44% -$16.8K 0.01% 54
2025
Q3 		$38K Buy
+125
New +$38K 0.02% 39

Other funds holding MCD

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Miller Wealth Advisors's MCD Position: Q3 2026 in Review

Miller Wealth Advisors held its McDonald's (MCD) position steady in Q3 2026 at 71 shares worth $16.4K. The position accounts for 0.01% of the portfolio, ranked #64.

Miller Wealth Advisors first reported a position in MCD in Q3 2025 and has held it in 5 quarters since. The position peaked at $38K in Q3 2025. 2,019 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Miller Wealth Advisors held 71 shares of McDonald's worth $16.4K as of Q3 2026.
  • Miller Wealth Advisors left its McDonald's share count unchanged in Q3 2026.
  • McDonald's made up 0.01% of Miller Wealth Advisors's portfolio in Q3 2026, its #64 holding.
  • Miller Wealth Advisors first reported a position in McDonald's in Q3 2025 and has held it in 5 quarters since.
  • Miller Wealth Advisors's McDonald's position peaked at $38K in Q3 2025.
  • 2,019 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Miller Wealth Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.