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Montz Harcus Wealth Management’s McDonald's MCD Stock Holding History

Montz Harcus 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 		$363K Sell
1,573
-134
-8% -$35.3K 0.13% 67
2026
Q2 		$461K Sell
1,707
-216
-11% -$61.9K 0.16% 52
2026
Q1 		$598K Buy
1,923
+6
+0.3% +$1.91K 0.24% 45
2025
Q4 		$586K Buy
1,917
+22
+1% +$6.74K 0.24% 43
2025
Q3 		$576K Buy
1,895
+67
+4% +$20.4K 0.25% 40
2025
Q2 		$534K Sell
1,828
-12
-0.7% -$3.7K 0.26% 43
2025
Q1 		$575K Buy
1,840
+9
+0.5% +$2.69K 0.31% 35
2024
Q4 		$531K Sell
1,831
-22
-1% -$6.56K 0.3% 38
2024
Q3 		$564K Sell
1,853
-8
-0.4% -$2.21K 0.33% 34
2024
Q2 		$474K Buy
1,861
+35
+2% +$9.29K 0.31% 35
2024
Q1 		$515K Buy
1,826
+21
+1% +$6.11K 0.35% 32
2023
Q4 		$535K Buy
1,805
+16
+0.9% +$4.36K 0.41% 29
2023
Q3 		$471K Sell
1,789
-21
-1% -$5.99K 0.4% 29
2023
Q2 		$540K Buy
1,810
+45
+3% +$13.1K 0.45% 26
2023
Q1 		$493K Buy
1,765
+1
+0.1% +$268 0.46% 26
2022
Q4 		$465K Buy
1,764
+9
+0.5% +$2.37K 0.46% 26
2022
Q3 		$405K Buy
1,755
+9
+0.5% +$2.3K 0.45% 28
2022
Q2 		$431K Buy
1,746
+62
+4% +$15.3K 0.45% 28
2022
Q1 		$416K Buy
1,684
+94
+6% +$23.4K 0.37% 31
2021
Q4 		$426K Buy
+1,590
New +$401K 0.37% 31

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

Montz Harcus Wealth Management's MCD Position: Q3 2026 in Review

Montz Harcus Wealth Management reduced its McDonald's (MCD) stake by 7.9% in Q3 2026, selling an estimated $35.3K and leaving 1,573 shares worth $363K. The position accounts for 0.13% of the portfolio, ranked #67.

Montz Harcus Wealth Management first reported a position in MCD in Q4 2021 and has held it in 20 quarters since. The position peaked at $598K in Q1 2026. 179 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Montz Harcus Wealth Management held 1,573 shares of McDonald's worth $363K as of Q3 2026.
  • Montz Harcus Wealth Management sold 134 McDonald's shares in Q3 2026, an estimated $35.3K.
  • McDonald's made up 0.13% of Montz Harcus Wealth Management's portfolio in Q3 2026, its #67 holding.
  • Montz Harcus Wealth Management first reported a position in McDonald's in Q4 2021 and has held it in 20 quarters since.
  • Montz Harcus Wealth Management's McDonald's position peaked at $598K in Q1 2026.
  • 179 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Montz Harcus Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.