Physician Wealth Advisors
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Physician Wealth Advisors’s McDonald's MCD Stock Holding History

Physician Wealth 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 		$465K Buy
2,015
+128
+7% +$33.7K 0.05% 123
2026
Q2 		$510K Sell
1,887
-212
-10% -$60.8K 0.06% 112
2026
Q1 		$652K Sell
2,099
-3
-0.1% -$956 0.09% 89
2025
Q4 		$642K Buy
2,102
+33
+2% +$10.1K 0.09% 90
2025
Q3 		$629K Buy
2,069
+146
+8% +$44.4K 0.09% 90
2025
Q2 		$562K Buy
1,923
+24
+1% +$7.4K 0.09% 90
2025
Q1 		$593K Buy
1,899
+6
+0.3% +$1.8K 0.1% 87
2024
Q4 		$549K Buy
1,893
+28
+2% +$8.35K 0.09% 89
2024
Q3 		$584K Buy
1,865
+98
+6% +$27K 0.11% 83
2024
Q2 		$454K Buy
1,767
+17
+1% +$4.51K 0.08% 99
2024
Q1 		$465K Buy
1,750
+141
+9% +$41K 0.1% 93
2023
Q4 		$480K Sell
1,609
-12
-0.7% -$3.27K 0.11% 90
2023
Q3 		$405K Buy
1,621
+4
+0.2% +$1.14K 0.1% 91
2023
Q2 		$477K Buy
1,617
+5
+0.3% +$1.45K 0.12% 81
2023
Q1 		$469K Buy
1,612
+5
+0.3% +$1.34K 0.12% 82
2022
Q4 		$433K Buy
1,607
+5
+0.3% +$1.32K 0.12% 85
2022
Q3 		$383K Sell
1,602
-9
-0.6% -$2.3K 0.12% 88
2022
Q2 		$426K Buy
1,611
+26
+2% +$6.4K 0.12% 86
2022
Q1 		$403K Buy
1,585
+162
+11% +$40.4K 0.11% 95
2021
Q4 		$380K Sell
1,423
-102
-7% -$25.8K 0.1% 103
2021
Q3 		$369K Buy
1,525
+2
+0.1% +$477 0.1% 102
2021
Q2 		$364K Sell
1,523
-10
-0.7% -$2.33K 0.1% 103
2021
Q1 		$351K Buy
1,533
+1
+0.1% +$214 0.11% 99
2020
Q4 		$330K Sell
1,532
-74
-5% -$16.1K 0.11% 97
2020
Q3 		$341K Buy
1,606
+2
+0.1% +$411 0.14% 87
2020
Q2 		$327K Buy
1,604
+12
+0.8% +$2.2K 0.13% 96
2020
Q1 		$297K Buy
1,592
+500
+46% +$98.5K 0.15% 80
2019
Q4 		$226K Buy
+1,092
New +$217K 0.1% 104

Other funds holding MCD

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
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
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co Frankfurt, Germany $11.5B AUM 29.17% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Physician Wealth Advisors's MCD Position: Q3 2026 in Review

Physician Wealth Advisors increased its McDonald's (MCD) stake by 6.8% in Q3 2026, buying an estimated $33.7K and bringing the position to 2,015 shares worth $465K. The position accounts for 0.05% of the portfolio, ranked #123.

Physician Wealth Advisors first reported a position in MCD in Q4 2019 and has held it in 28 quarters since. The position peaked at $652K in Q1 2026. 1,472 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Physician Wealth Advisors held 2,015 shares of McDonald's worth $465K as of Q3 2026.
  • Physician Wealth Advisors bought 128 McDonald's shares in Q3 2026, an estimated $33.7K.
  • McDonald's made up 0.05% of Physician Wealth Advisors's portfolio in Q3 2026, its #123 holding.
  • Physician Wealth Advisors first reported a position in McDonald's in Q4 2019 and has held it in 28 quarters since.
  • Physician Wealth Advisors's McDonald's position peaked at $652K in Q1 2026.
  • 1,472 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.