Osprey Private Wealth
MCD icon

Osprey Private Wealth’s McDonald's MCD Stock Holding History

Osprey Private 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 		$5.39M Sell
23,357
-260
-1% -$68.4K 1.31% 26
2026
Q2 		$6.38M Buy
23,617
+1,452
+7% +$416K 1.65% 23
2026
Q1 		$6.89M Buy
22,165
+2,842
+15% +$905K 1.99% 21
2025
Q4 		$5.91M Buy
19,323
+5,338
+38% +$1.63M 1.7% 22
2025
Q3 		$4.25M Buy
13,985
+4,045
+41% +$1.23M 1.54% 24
2025
Q2 		$2.92M Buy
9,940
+330
+3% +$102K 1.59% 24
2025
Q1 		$3M Buy
9,610
+825
+9% +$247K 1.78% 24
2024
Q4 		$2.55M Buy
8,785
+300
+4% +$89.5K 1.78% 25
2024
Q3 		$2.58M Buy
+8,485
New +$2.34M 1.81% 24

Other funds holding MCD

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

Osprey Private Wealth's MCD Position: Q3 2026 in Review

Osprey Private Wealth reduced its McDonald's (MCD) stake by 1.1% in Q3 2026, selling an estimated $68.4K and leaving 23,357 shares worth $5.39M. The position accounts for 1.31% of the portfolio, ranked #26.

Osprey Private Wealth first reported a position in MCD in Q3 2024 and has held it in 9 quarters since. The position peaked at $6.89M in Q1 2026. 2,914 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Osprey Private Wealth held 23,357 shares of McDonald's worth $5.39M as of Q3 2026.
  • Osprey Private Wealth sold 260 McDonald's shares in Q3 2026, an estimated $68.4K.
  • McDonald's made up 1.31% of Osprey Private Wealth's portfolio in Q3 2026, its #26 holding.
  • Osprey Private Wealth first reported a position in McDonald's in Q3 2024 and has held it in 9 quarters since.
  • Osprey Private Wealth's McDonald's position peaked at $6.89M in Q1 2026.
  • 2,914 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Osprey Private Wealth's 13F filing for Q3 2026, filed 10 Nov 2026.