Oxler Private Wealth
MCD icon

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

Oxler 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 		$1.42M Sell
6,147
-1
-0% -$263 0.38% 34
2026
Q2 		$1.66M Sell
6,148
-193
-3% -$55.3K 0.47% 30
2026
Q1 		$1.97M Buy
6,341
+35
+0.6% +$11.2K 0.62% 28
2025
Q4 		$1.93M Buy
6,306
+37
+0.6% +$11.3K 0.56% 29
2025
Q3 		$1.9M Buy
6,269
+36
+0.6% +$11K 0.55% 30
2025
Q2 		$1.82M Buy
6,233
+20
+0.3% +$6.17K 0.57% 33
2025
Q1 		$1.94M Sell
6,213
-28
-0.4% -$8.38K 0.68% 29
2024
Q4 		$1.81M Buy
6,241
+37
+0.6% +$11K 0.59% 33
2024
Q3 		$1.89M Buy
6,204
+31
+0.5% +$8.54K 0.66% 30
2024
Q2 		$1.57M Buy
6,173
+40
+0.7% +$10.6K 0.58% 34
2024
Q1 		$1.73M Buy
6,133
+4,240
+224% +$1.23M 0.68% 32
2023
Q4 		$561K Sell
1,893
-4,164
-69% -$1.13M 0.47% 38
2023
Q3 		$1.6M Buy
6,057
+28
+0.5% +$7.99K 0.8% 34
2023
Q2 		$1.8M Buy
6,029
+82
+1% +$23.8K 0.86% 34
2023
Q1 		$1.66M Buy
5,947
+33
+0.6% +$8.84K 0.82% 36
2022
Q4 		$1.56M Sell
5,914
-64
-1% -$16.9K 0.84% 37
2022
Q3 		$1.38M Buy
5,978
+27
+0.5% +$6.9K 0.77% 36
2022
Q2 		$1.47M Buy
5,951
+35
+0.6% +$8.62K 0.71% 40
2022
Q1 		$1.46M Buy
5,916
+36
+0.6% +$8.97K 0.66% 45
2021
Q4 		$1.58M Sell
5,880
-90
-2% -$22.7K 0.65% 46
2021
Q3 		$1.44M Hold
5,970
– – 0.63% 46
2021
Q2 		$1.38M Hold
5,970
– – 0.6% 49
2021
Q1 		$1.34M Hold
5,970
– – 0.68% 41
2020
Q4 		$1.28M Buy
+5,970
New +$1.3M 0.72% 35

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

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

Oxler Private Wealth reduced its McDonald's (MCD) stake by 0.02% in Q3 2026, selling an estimated $263 and leaving 6,147 shares worth $1.42M. The position accounts for 0.38% of the portfolio, ranked #34.

Oxler Private Wealth first reported a position in MCD in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.97M in Q1 2026. 1,904 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Oxler Private Wealth held 6,147 shares of McDonald's worth $1.42M as of Q3 2026.
  • Oxler Private Wealth sold 1 McDonald's share in Q3 2026, an estimated $263.
  • McDonald's made up 0.38% of Oxler Private Wealth's portfolio in Q3 2026, its #34 holding.
  • Oxler Private Wealth first reported a position in McDonald's in Q4 2020 and has held it in 24 quarters since.
  • Oxler Private Wealth's McDonald's position peaked at $1.97M in Q1 2026.
  • 1,904 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Oxler Private Wealth's 13F filing for Q3 2026, filed 21 Oct 2026.