PFW Advisors’s McDonald's MCD Stock Holding History

PFW Advisors’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	$1.78M	Buy	7,698 +39	+0.5%	+$10.3K	0.53%	43
2026 Q2	$2.07M	Sell	7,659 -132	-2%	-$37.8K	0.6%	33
2026 Q1	$2.42M	Buy	7,791 +7	+0.1%	+$2.23K	0.76%	24
2025 Q4	$2.38M	Sell	7,784 -391	-5%	-$120K	0.72%	30
2025 Q3	$2.48M	Sell	8,175 -54	-0.7%	-$16.4K	0.73%	31
2025 Q2	$2.4M	Sell	8,229 -293	-3%	-$90.3K	0.74%	31
2025 Q1	$2.66M	Sell	8,522 -2	-0%	-$598	0.83%	25
2024 Q4	$2.47M	Buy	+8,524	New	+$2.54M	0.76%	30
2024 Q2	$2.17M	Sell	8,510 -418	-5%	-$111K	0.69%	34
2024 Q1	$2.52M	Buy	8,928 +19	+0.2%	+$5.53K	0.77%	29
2023 Q4	$2.64M	Buy	8,909 +108	+1%	+$29.4K	0.84%	23
2023 Q3	$2.32M	Hold	8,801	–	–	0.82%	22
2023 Q2	$2.54M	Buy	+8,801	New	+$2.56M	0.85%	20
2019 Q3	$2.58M	Buy	+8,463	New	+$1.81M	0.78%	27

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

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

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

PFW Advisors's MCD Position: Q3 2026 in Review

PFW Advisors increased its McDonald's (MCD) stake by 0.51% in Q3 2026, buying an estimated $10.3K and bringing the position to 7,698 shares worth $1.78M. The position accounts for 0.53% of the portfolio, ranked #43.

PFW Advisors first reported a position in MCD in Q3 2019 and has held it in 14 quarters since. The position peaked at $2.66M in Q1 2025. 771 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

PFW Advisors held 7,698 shares of McDonald's worth $1.78M as of Q3 2026.
PFW Advisors bought 39 McDonald's shares in Q3 2026, an estimated $10.3K.
McDonald's made up 0.53% of PFW Advisors's portfolio in Q3 2026, its #43 holding.
PFW Advisors first reported a position in McDonald's in Q3 2019 and has held it in 14 quarters since.
PFW Advisors's McDonald's position peaked at $2.66M in Q1 2025.
771 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on PFW Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.