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

Mills 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	$268K	Sell	1,162 -1	-0.1%	-$263	0.08%	72
2026 Q2	$314K	Sell	1,163 -7	-0.6%	-$2.01K	0.1%	65
2026 Q1	$364K	Sell	1,170 -2	-0.2%	-$637	0.13%	52
2025 Q4	$358K	Sell	1,172 -905	-44%	-$277K	0.14%	53
2025 Q3	$631K	Buy	2,077 +900	+76%	+$274K	0.26%	42
2025 Q2	$344K	Sell	1,177 -14	-1%	-$4.32K	0.16%	50
2025 Q1	$372K	Buy	1,191 +479	+67%	+$143K	0.2%	46
2024 Q4	$206K	Buy	+712	New	+$212K	0.12%	59
2024 Q1	–	Sell	-698	Closed	-$207K	–	58
2023 Q4	$207K	Buy	+698	New	+$190K	0.16%	47
2023 Q3	–	Sell	-709	Closed	-$212K	–	51
2023 Q2	$212K	Sell	709 -57	-7%	-$16.6K	0.16%	43
2023 Q1	$214K	Buy	766 +2	+0.3%	+$536	0.17%	44
2022 Q4	$201K	Buy	+764	New	+$202K	0.18%	50

Other funds holding MCD

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Mills Wealth Advisors reduced its McDonald's (MCD) stake by 0.09% in Q3 2026, selling an estimated $263 and leaving 1,162 shares worth $268K. The position accounts for 0.08% of the portfolio, ranked #72.

Mills Wealth Advisors first reported a position in MCD in Q4 2022 and has held it in 12 quarters since. The position peaked at $631K in Q3 2025. 2,033 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

Mills Wealth Advisors held 1,162 shares of McDonald's worth $268K as of Q3 2026.
Mills Wealth Advisors sold 1 McDonald's share in Q3 2026, an estimated $263.
McDonald's made up 0.08% of Mills Wealth Advisors's portfolio in Q3 2026, its #72 holding.
Mills Wealth Advisors first reported a position in McDonald's in Q4 2022 and has held it in 12 quarters since.
Mills Wealth Advisors's McDonald's position peaked at $631K in Q3 2025.
2,033 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Mills Wealth Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.