Oak Harbor Wealth Partners
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Oak Harbor Wealth Partners’s McDonald's MCD Stock Holding History

Oak Harbor 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 		$2.59M Buy
11,201
+38
+0.3% +$10K 0.96% 31
2026
Q2 		$3.02M Sell
11,163
-2,311
-17% -$663K 1.12% 25
2026
Q1 		$4.19M Buy
13,474
+112
+0.8% +$35.7K 0.98% 27
2025
Q4 		$4.08M Buy
13,362
+200
+2% +$61.3K 0.98% 27
2025
Q3 		$4M Buy
13,162
+207
+2% +$63K 0.99% 30
2025
Q2 		$3.79M Buy
12,955
+570
+5% +$176K 1.02% 26
2025
Q1 		$3.87M Buy
12,385
+1,462
+13% +$437K 1.11% 23
2024
Q4 		$3.17M Sell
10,923
-156
-1% -$46.5K 0.92% 29
2024
Q3 		$3.37M Buy
11,079
+156
+1% +$43K 0.96% 28
2024
Q2 		$2.78M Hold
10,923
– – 0.88% 32
2024
Q1 		$3.08M Sell
10,923
-71
-0.6% -$20.6K 0.96% 30
2023
Q4 		$3.26M Hold
10,994
– – 1.09% 24
2023
Q3 		$2.9M Sell
10,994
-71
-0.6% -$20.2K 1.03% 22
2023
Q2 		$3.3M Hold
11,065
– – 1.13% 21
2023
Q1 		$3.09M Sell
11,065
-1,455
-12% -$390K 1.13% 22
2022
Q4 		$3.3M Hold
12,520
– – 1.26% 23
2022
Q3 		$2.89M Hold
12,520
– – 1.13% 24
2022
Q2 		$3.09M Hold
12,520
– – 1.23% 25
2022
Q1 		$3.1M Hold
12,520
– – 1.02% 29
2021
Q4 		$3.36M Buy
+12,520
New +$3.16M 1.15% 25

Other funds holding MCD

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Oak Harbor Wealth Partners's MCD Position: Q3 2026 in Review

Oak Harbor Wealth Partners increased its McDonald's (MCD) stake by 0.34% in Q3 2026, buying an estimated $10K and bringing the position to 11,201 shares worth $2.59M. The position accounts for 0.96% of the portfolio, ranked #31.

Oak Harbor Wealth Partners first reported a position in MCD in Q4 2021 and has held it in 20 quarters since. The position peaked at $4.19M in Q1 2026. 1,904 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Oak Harbor Wealth Partners held 11,201 shares of McDonald's worth $2.59M as of Q3 2026.
  • Oak Harbor Wealth Partners bought 38 McDonald's shares in Q3 2026, an estimated $10K.
  • McDonald's made up 0.96% of Oak Harbor Wealth Partners's portfolio in Q3 2026, its #31 holding.
  • Oak Harbor Wealth Partners first reported a position in McDonald's in Q4 2021 and has held it in 20 quarters since.
  • Oak Harbor Wealth Partners's McDonald's position peaked at $4.19M in Q1 2026.
  • 1,904 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q3 2026, filed 30 Oct 2026.