Partnership Wealth Management’s McDonald's MCD Stock Holding History

Partnership Wealth Management’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	$703K	Sell	3,046 -109	-3%	-$28.7K	0.5%	34
2026 Q2	$853K	Hold	3,155	–	–	0.58%	33
2026 Q1	$981K	Buy	3,155 +38	+1%	+$12.1K	0.75%	30
2025 Q4	$953K	Buy	3,117 +1	+0%	+$306	0.69%	30
2025 Q3	$947K	Hold	3,116	–	–	0.73%	30
2025 Q2	$910K	Hold	3,116	–	–	0.74%	33
2025 Q1	$973K	Buy	3,116 +1	+0%	+$299	0.83%	29
2024 Q4	$903K	Hold	3,115	–	–	0.75%	34
2024 Q3	$948K	Buy	3,115 +1	+0%	+$276	0.67%	29
2024 Q2	$794K	Hold	3,114	–	–	0.59%	44
2024 Q1	$878K	Hold	3,114	–	–	0.62%	43
2023 Q4	$911K	Buy	+3,114	New	+$848K	0.69%	40

Other funds holding MCD

MSV

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

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

QPBE

Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Partnership Wealth Management's MCD Position: Q3 2026 in Review

Partnership Wealth Management reduced its McDonald's (MCD) stake by 3.5% in Q3 2026, selling an estimated $28.7K and leaving 3,046 shares worth $703K. The position accounts for 0.5% of the portfolio, ranked #34.

Partnership Wealth Management first reported a position in MCD in Q4 2023 and has held it in 12 quarters since. The position peaked at $981K in Q1 2026. 179 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

Partnership Wealth Management held 3,046 shares of McDonald's worth $703K as of Q3 2026.
Partnership Wealth Management sold 109 McDonald's shares in Q3 2026, an estimated $28.7K.
McDonald's made up 0.5% of Partnership Wealth Management's portfolio in Q3 2026, its #34 holding.
Partnership Wealth Management first reported a position in McDonald's in Q4 2023 and has held it in 12 quarters since.
Partnership Wealth Management's McDonald's position peaked at $981K in Q1 2026.
179 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

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