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

MN 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	$318K	Sell	1,377 -191	-12%	-$50.3K	0.13%	106
2026 Q2	$424K	Hold	1,568	–	–	0.18%	85
2026 Q1	$487K	Buy	1,568 +87	+6%	+$27.7K	0.24%	74
2025 Q4	$453K	Buy	1,481 +25	+2%	+$7.66K	0.23%	70
2025 Q3	$443K	Sell	1,456 -108	-7%	-$32.9K	0.24%	75
2025 Q2	$457K	Buy	1,564 +60	+4%	+$18.5K	0.27%	69
2025 Q1	$470K	Sell	1,504 -239	-14%	-$71.5K	0.28%	66
2024 Q4	$505K	Buy	1,743 +892	+105%	+$266K	0.28%	64
2024 Q3	$452K	Buy	851 +14	+2%	+$3.86K	0.26%	63
2024 Q2	$374K	Sell	837 -561	-40%	-$149K	0.22%	73
2024 Q1	$394K	Buy	1,398 +22	+2%	+$6.4K	0.24%	69
2023 Q4	$408K	Buy	+1,376	New	+$375K	0.28%	63

Other funds holding MCD

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 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

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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

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

MN Wealth Advisors reduced its McDonald's (MCD) stake by 12% in Q3 2026, selling an estimated $50.3K and leaving 1,377 shares worth $318K. The position accounts for 0.13% of the portfolio, ranked #106.

MN Wealth Advisors first reported a position in MCD in Q4 2023 and has held it in 12 quarters since. The position peaked at $505K in Q4 2024. 2,305 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

MN Wealth Advisors held 1,377 shares of McDonald's worth $318K as of Q3 2026.
MN Wealth Advisors sold 191 McDonald's shares in Q3 2026, an estimated $50.3K.
McDonald's made up 0.13% of MN Wealth Advisors's portfolio in Q3 2026, its #106 holding.
MN Wealth Advisors first reported a position in McDonald's in Q4 2023 and has held it in 12 quarters since.
MN Wealth Advisors's McDonald's position peaked at $505K in Q4 2024.
2,305 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on MN Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.