Olistico Wealth’s McDonald's MCD Stock Holding History

Olistico Wealth’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	$1.08M	Sell	4,694 -35	-0.7%	-$9.21K	0.45%	49
2026 Q2	$1.28M	Hold	4,729	–	–	0.55%	43
2026 Q1	$1.47M	Buy	4,729 +200	+4%	+$63.7K	0.72%	34
2025 Q4	$1.38M	Hold	4,529	–	–	0.68%	32
2025 Q3	$1.38M	Hold	4,529	–	–	0.73%	30
2025 Q2	$1.32M	Buy	4,529 +18	+0.4%	+$5.55K	0.73%	28
2025 Q1	$1.41M	Buy	4,511 +3	+0.1%	+$897	0.87%	23
2024 Q4	$1.31M	Buy	4,508 +1	+0%	+$298	0.76%	29
2024 Q3	$1.37M	Buy	4,507 +400	+10%	+$110K	0.84%	27
2024 Q2	$1.05M	Buy	4,107 +250	+6%	+$66.3K	0.67%	31
2024 Q1	$1.09M	Buy	3,857 +351	+10%	+$102K	0.79%	31
2023 Q4	$1.04M	Buy	3,506 +16	+0.5%	+$4.36K	0.81%	31
2023 Q3	$919K	Buy	3,490 +221	+7%	+$63K	0.82%	34
2023 Q2	$976K	Buy	3,269 +724	+28%	+$210K	0.83%	34
2023 Q1	$712K	Buy	2,545 +93	+4%	+$24.9K	0.68%	37
2022 Q4	$646K	Buy	+2,452	New	+$647K	0.7%	40

Other funds holding MCD

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Olistico Wealth's MCD Position: Q3 2026 in Review

Olistico Wealth reduced its McDonald's (MCD) stake by 0.74% in Q3 2026, selling an estimated $9.21K and leaving 4,694 shares worth $1.08M. The position accounts for 0.45% of the portfolio, ranked #49.

Olistico Wealth first reported a position in MCD in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.47M in Q1 2026. 668 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

Olistico Wealth held 4,694 shares of McDonald's worth $1.08M as of Q3 2026.
Olistico Wealth sold 35 McDonald's shares in Q3 2026, an estimated $9.21K.
McDonald's made up 0.45% of Olistico Wealth's portfolio in Q3 2026, its #49 holding.
Olistico Wealth first reported a position in McDonald's in Q4 2022 and has held it in 16 quarters since.
Olistico Wealth's McDonald's position peaked at $1.47M in Q1 2026.
668 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.