Mitchell & Pahl Private Wealth
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Mitchell & Pahl Private Wealth’s McDonald's MCD Stock Holding History

Mitchell & Pahl Private Wealth’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 		$2.41M Buy
10,439
+777
+8% +$205K 0.87% 49
2026
Q2 		$2.61M Buy
9,662
+362
+4% +$104K 0.96% 39
2026
Q1 		$2.89M Sell
9,300
-732
-7% -$233K 1.17% 29
2025
Q4 		$3.07M Buy
10,032
+41
+0.4% +$12.6K 1.27% 19
2025
Q3 		$3.04M Buy
9,991
+27
+0.3% +$8.22K 1.27% 18
2025
Q2 		$2.91M Buy
9,964
+190
+2% +$58.6K 1.29% 17
2025
Q1 		$3.05M Sell
9,774
-104
-1% -$31.1K 1.42% 15
2024
Q4 		$2.86M Buy
9,878
+450
+5% +$134K 1.34% 13
2024
Q3 		$2.87M Buy
9,428
+226
+2% +$62.3K 1.34% 16
2024
Q2 		$2.35M Buy
9,202
+1,217
+15% +$323K 1.24% 18
2024
Q1 		$2.25M Buy
7,985
+212
+3% +$61.7K 1.18% 19
2023
Q4 		$2.3M Sell
7,773
-390
-5% -$106K 1.31% 16
2023
Q3 		$2.15M Buy
8,163
+354
+5% +$101K 1.28% 19
2023
Q2 		$2.33M Buy
7,809
+122
+2% +$35.4K 1.41% 16
2023
Q1 		$2.15M Buy
7,687
+177
+2% +$47.4K 1.35% 17
2022
Q4 		$1.98M Buy
7,510
+98
+1% +$25.9K 1.3% 16
2022
Q3 		$1.71M Buy
7,412
+189
+3% +$48.3K 1.26% 18
2022
Q2 		$1.78M Buy
7,223
+201
+3% +$49.5K 1.24% 17
2022
Q1 		$1.74M Buy
7,022
+350
+5% +$87.2K 1.11% 23
2021
Q4 		$1.79M Buy
6,672
+147
+2% +$37.1K 1.15% 24
2021
Q3 		$1.57M Buy
6,525
+81
+1% +$19.3K 1.13% 26
2021
Q2 		$1.49M Buy
6,444
+132
+2% +$30.7K 1.06% 29
2021
Q1 		$1.42M Buy
6,312
+333
+6% +$71.2K 1.1% 28
2020
Q4 		$1.28M Buy
+5,979
New +$1.3M 1.08% 29

Other funds holding MCD

Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Mitchell & Pahl Private Wealth's MCD Position: Q3 2026 in Review

Mitchell & Pahl Private Wealth increased its McDonald's (MCD) stake by 8% in Q3 2026, buying an estimated $205K and bringing the position to 10,439 shares worth $2.41M. The position accounts for 0.87% of the portfolio, ranked #49.

Mitchell & Pahl Private Wealth first reported a position in MCD in Q4 2020 and has held it in 24 quarters since. The position peaked at $3.07M in Q4 2025. 771 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Mitchell & Pahl Private Wealth held 10,439 shares of McDonald's worth $2.41M as of Q3 2026.
  • Mitchell & Pahl Private Wealth bought 777 McDonald's shares in Q3 2026, an estimated $205K.
  • McDonald's made up 0.87% of Mitchell & Pahl Private Wealth's portfolio in Q3 2026, its #49 holding.
  • Mitchell & Pahl Private Wealth first reported a position in McDonald's in Q4 2020 and has held it in 24 quarters since.
  • Mitchell & Pahl Private Wealth's McDonald's position peaked at $3.07M in Q4 2025.
  • 771 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Mitchell & Pahl Private Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.