Mindset Wealth Management’s McDonald's MCD Stock Holding History

Mindset Wealth Management’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	$240K	Sell	1,038 -52	-5%	-$13.7K	0.04%	172
2026 Q2	$295K	Sell	1,090 -48	-4%	-$13.8K	0.06%	142
2026 Q1	$354K	Hold	1,138	–	–	0.09%	110
2025 Q4	$348K	Sell	1,138 -65	-5%	-$19.9K	0.09%	114
2025 Q3	$366K	Hold	1,203	–	–	0.1%	103
2025 Q2	$352K	Buy	1,203 +200	+20%	+$61.7K	0.12%	94
2025 Q1	$313K	Buy	1,003 +114	+13%	+$34.1K	0.12%	92
2024 Q4	$258K	Hold	889	–	–	0.09%	106
2024 Q3	$271K	Buy	+889	New	+$245K	0.11%	99

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

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

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

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Mindset Wealth Management's MCD Position: Q3 2026 in Review

Mindset Wealth Management reduced its McDonald's (MCD) stake by 4.8% in Q3 2026, selling an estimated $13.7K and leaving 1,038 shares worth $240K. The position accounts for 0.04% of the portfolio, ranked #172.

Mindset Wealth Management first reported a position in MCD in Q3 2024 and has held it in 9 quarters since. The position peaked at $366K in Q3 2025. 771 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

Mindset Wealth Management held 1,038 shares of McDonald's worth $240K as of Q3 2026.
Mindset Wealth Management sold 52 McDonald's shares in Q3 2026, an estimated $13.7K.
McDonald's made up 0.04% of Mindset Wealth Management's portfolio in Q3 2026, its #172 holding.
Mindset Wealth Management first reported a position in McDonald's in Q3 2024 and has held it in 9 quarters since.
Mindset Wealth Management's McDonald's position peaked at $366K in Q3 2025.
771 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Mindset Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.