MAFA
MCD icon

MJT & Associates Financial Advisory’s McDonald's MCD Stock Holding History

MJT & Associates Financial Advisory’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 		$327K Sell
1,414
-10
-0.7% -$2.63K 0.21% 26
2026
Q2 		$385K Buy
1,424
+10
+0.7% +$2.87K 0.25% 27
2026
Q1 		$439K Sell
1,414
-431
-23% -$137K 0.32% 22
2025
Q4 		$564K Sell
1,845
-105
-5% -$32.2K 0.42% 22
2025
Q3 		$593K Hold
1,950
– – 0.48% 19
2025
Q2 		$570K Hold
1,950
– – 0.71% 17
2025
Q1 		$609K Buy
+1,950
New +$583K 0.58% 18

Other funds holding MCD

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

MJT & Associates Financial Advisory's MCD Position: Q3 2026 in Review

MJT & Associates Financial Advisory reduced its McDonald's (MCD) stake by 0.7% in Q3 2026, selling an estimated $2.63K and leaving 1,414 shares worth $327K. The position accounts for 0.21% of the portfolio, ranked #26.

MJT & Associates Financial Advisory first reported a position in MCD in Q1 2025 and has held it in 7 quarters since. The position peaked at $609K in Q1 2025. 179 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • MJT & Associates Financial Advisory held 1,414 shares of McDonald's worth $327K as of Q3 2026.
  • MJT & Associates Financial Advisory sold 10 McDonald's shares in Q3 2026, an estimated $2.63K.
  • McDonald's made up 0.21% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #26 holding.
  • MJT & Associates Financial Advisory first reported a position in McDonald's in Q1 2025 and has held it in 7 quarters since.
  • MJT & Associates Financial Advisory's McDonald's position peaked at $609K in Q1 2025.
  • 179 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.