Optivise Advisory Services’s McDonald's MCD Stock Holding History

Optivise Advisory Services’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	$282K	Buy	1,221 +134	+12%	+$35.3K	0.14%	170
2026 Q2	$294K	Buy	1,087 +43	+4%	+$12.3K	0.15%	161
2026 Q1	$324K	Sell	1,044 -131	-11%	-$41.7K	0.2%	126
2025 Q4	$359K	Buy	1,175 +283	+32%	+$86.7K	0.21%	120
2025 Q3	$271K	Buy	892 +114	+15%	+$34.7K	0.16%	139
2025 Q2	$227K	Buy	778 +3	+0.4%	+$925	0.12%	179
2025 Q1	$242K	Buy	775 +4	+0.5%	+$1.2K	0.14%	156
2024 Q4	$224K	Buy	+771	New	+$230K	0.12%	155

Other funds holding MCD

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Optivise Advisory Services's MCD Position: Q3 2026 in Review

Optivise Advisory Services increased its McDonald's (MCD) stake by 12% in Q3 2026, buying an estimated $35.3K and bringing the position to 1,221 shares worth $282K. The position accounts for 0.14% of the portfolio, ranked #170.

Optivise Advisory Services first reported a position in MCD in Q4 2024 and has held it in 8 quarters since. The position peaked at $359K in Q4 2025. 2,151 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

Optivise Advisory Services held 1,221 shares of McDonald's worth $282K as of Q3 2026.
Optivise Advisory Services bought 134 McDonald's shares in Q3 2026, an estimated $35.3K.
McDonald's made up 0.14% of Optivise Advisory Services's portfolio in Q3 2026, its #170 holding.
Optivise Advisory Services first reported a position in McDonald's in Q4 2024 and has held it in 8 quarters since.
Optivise Advisory Services's McDonald's position peaked at $359K in Q4 2025.
2,151 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.