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Powers Advisory Group’s McDonald's MCD Stock Holding History

Powers Advisory Group’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 		$1.44M Sell
6,224
-128
-2% -$33.7K 0.44% 39
2026
Q2 		$1.72M Sell
6,352
-130
-2% -$37.3K 0.54% 34
2026
Q1 		$2.01M Buy
6,482
+22
+0.3% +$7.01K 0.71% 27
2025
Q4 		$1.97M Buy
6,460
+101
+2% +$30.9K 0.74% 27
2025
Q3 		$1.93M Sell
6,359
-114
-2% -$34.7K 0.77% 23
2025
Q2 		$1.89M Buy
6,473
+27
+0.4% +$8.32K 0.83% 22
2025
Q1 		$2.01M Buy
6,446
+122
+2% +$36.5K 0.96% 19
2024
Q4 		$1.83M Sell
6,324
-79
-1% -$23.6K 0.92% 20
2024
Q3 		$1.95M Buy
6,403
+27
+0.4% +$7.44K 0.97% 21
2024
Q2 		$1.62M Buy
6,376
+170
+3% +$45.1K 0.89% 22
2024
Q1 		$1.75M Sell
6,206
-266
-4% -$77.4K 1% 20
2023
Q4 		$1.92M Sell
6,472
-151
-2% -$41.1K 1.18% 19
2023
Q3 		$1.74M Buy
6,623
+21
+0.3% +$5.99K 1.19% 21
2023
Q2 		$1.97M Sell
6,602
-128
-2% -$37.2K 1.31% 19
2023
Q1 		$1.88M Sell
6,730
-5
-0.1% -$1.34K 1.32% 18
2022
Q4 		$1.77M Buy
6,735
+64
+1% +$16.9K 1.31% 18
2022
Q3 		$1.54M Hold
6,671
– – 1.23% 21
2022
Q2 		$1.65M Sell
6,671
-288
-4% -$70.9K 1.27% 18
2022
Q1 		$1.72M Buy
6,959
+88
+1% +$21.9K 1.2% 21
2021
Q4 		$1.84M Buy
+6,871
New +$1.73M 1.3% 19

Other funds holding MCD

Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Powers Advisory Group's MCD Position: Q3 2026 in Review

Powers Advisory Group reduced its McDonald's (MCD) stake by 2% in Q3 2026, selling an estimated $33.7K and leaving 6,224 shares worth $1.44M. The position accounts for 0.44% of the portfolio, ranked #39.

Powers Advisory Group first reported a position in MCD in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.01M in Q1 2026. 723 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Powers Advisory Group held 6,224 shares of McDonald's worth $1.44M as of Q3 2026.
  • Powers Advisory Group sold 128 McDonald's shares in Q3 2026, an estimated $33.7K.
  • McDonald's made up 0.44% of Powers Advisory Group's portfolio in Q3 2026, its #39 holding.
  • Powers Advisory Group first reported a position in McDonald's in Q4 2021 and has held it in 20 quarters since.
  • Powers Advisory Group's McDonald's position peaked at $2.01M in Q1 2026.
  • 723 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Powers Advisory Group's 13F filing for Q3 2026, filed 14 Oct 2026.