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McCarley & Cook Financial Planners’s McDonald's MCD Stock Holding History

McCarley & Cook Financial Planners’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 		$4.39K Hold
19
– – ﹤0.01% 210
2026
Q2 		$5.14K Hold
19
– – ﹤0.01% 186
2026
Q1 		$5.9K Sell
19
-4
-17% -$1.27K 0.01% 187
2025
Q4 		$7.03K Buy
+23
New +$7.04K 0.01% 168

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 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
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 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
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

McCarley & Cook Financial Planners's MCD Position: Q3 2026 in Review

McCarley & Cook Financial Planners held its McDonald's (MCD) position steady in Q3 2026 at 19 shares worth $4.39K. The position accounts for ﹤0.01% of the portfolio, ranked #210.

McCarley & Cook Financial Planners first reported a position in MCD in Q4 2025 and has held it in 4 quarters since. The position peaked at $7.03K in Q4 2025. 1,017 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • McCarley & Cook Financial Planners held 19 shares of McDonald's worth $4.39K as of Q3 2026.
  • McCarley & Cook Financial Planners left its McDonald's share count unchanged in Q3 2026.
  • McDonald's made up ﹤0.01% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #210 holding.
  • McCarley & Cook Financial Planners first reported a position in McDonald's in Q4 2025 and has held it in 4 quarters since.
  • McCarley & Cook Financial Planners's McDonald's position peaked at $7.03K in Q4 2025.
  • 1,017 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on McCarley & Cook Financial Planners's 13F filing for Q3 2026, filed 21 Oct 2026.