Moller Wealth Partners’s McDonald's MCD Stock Holding History

Moller Wealth Partners’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	–	Sell	-2,485	Closed	-$672K	–	74
2026 Q2	$672K	Buy	2,485 +1,737	+232%	+$498K	0.12%	40
2026 Q1	$232K	Buy	+748	New	+$238K	0.05%	64
2019 Q1	–	Sell	-5,068	Closed	-$918K	–	62
2018 Q4	$918K	Buy	+5,068	New	+$899K	0.6%	27
2018 Q1	–	Sell	-2,422	Closed	-$417K	–	43
2017 Q4	$417K	Buy	+2,422	New	+$407K	0.16%	36
2017 Q3	–	Sell	-2,285	Closed	-$350K	–	44
2017 Q2	$350K	Buy	+2,285	New	+$330K	0.15%	35
2015 Q2	–	Sell	-2,220	Closed	-$216K	–	42
2015 Q1	$216K	Hold	2,220	–	–	0.1%	42
2014 Q4	$208K	Buy	+2,220	New	+$208K	0.1%	42

Other funds holding MCD

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

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

B. Metzler seel. Sohn & Co Frankfurt, Germany $11.5B AUM 29.17% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Moller Wealth Partners's MCD Position: Q3 2026 in Review

Moller Wealth Partners sold out of McDonald's (MCD) in Q3 2026, closing a stake of 2,485 shares — an estimated $672K sold.

Moller Wealth Partners first reported a position in MCD in Q4 2014 and held it in 7 quarters. The position peaked at $918K in Q4 2018. 1,472 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

Moller Wealth Partners reported no remaining McDonald's position as of Q3 2026 after selling out during the quarter.
Moller Wealth Partners sold 2,485 McDonald's shares in Q3 2026, an estimated $672K.
Moller Wealth Partners first reported a position in McDonald's in Q4 2014 and held it in 7 quarters.
Moller Wealth Partners's McDonald's position peaked at $918K in Q4 2018.
1,472 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Moller Wealth Partners's 13F filing for Q3 2026, filed 15 Oct 2026.