Premier Path Wealth Partners’s McDonald's MCD Stock Holding History

Premier Path Wealth Partners’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	$1.24M	Buy	5,351 +104	+2%	+$27.4K	0.14%	132
2026 Q2	$1.42M	Sell	5,247 -84	-2%	-$24.1K	0.16%	131
2026 Q1	$1.66M	Buy	5,331 +493	+10%	+$157K	0.22%	102
2025 Q4	$1.48M	Sell	4,838 -34	-0.7%	-$10.4K	0.19%	111
2025 Q3	$1.48M	Sell	4,872 -157	-3%	-$47.8K	0.19%	116
2025 Q2	$1.47M	Buy	5,029 +23	+0.5%	+$7.09K	0.2%	114
2025 Q1	$1.56M	Sell	5,006 -136	-3%	-$40.7K	0.24%	98
2024 Q4	$1.49M	Buy	5,142 +300	+6%	+$89.5K	0.23%	100
2024 Q3	$1.47M	Sell	4,842 -97	-2%	-$26.7K	0.23%	105
2024 Q2	$1.26M	Sell	4,939 -79	-2%	-$21K	0.21%	115
2024 Q1	$1.41M	Buy	5,018 +45	+0.9%	+$13.1K	0.27%	94
2023 Q4	$1.47M	Buy	+4,973	New	+$1.35M	0.33%	72

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

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 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

Premier Path Wealth Partners's MCD Position: Q3 2026 in Review

Premier Path Wealth Partners increased its McDonald's (MCD) stake by 2% in Q3 2026, buying an estimated $27.4K and bringing the position to 5,351 shares worth $1.24M. The position accounts for 0.14% of the portfolio, ranked #132.

Premier Path Wealth Partners first reported a position in MCD in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.66M in Q1 2026. 863 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

Premier Path Wealth Partners held 5,351 shares of McDonald's worth $1.24M as of Q3 2026.
Premier Path Wealth Partners bought 104 McDonald's shares in Q3 2026, an estimated $27.4K.
McDonald's made up 0.14% of Premier Path Wealth Partners's portfolio in Q3 2026, its #132 holding.
Premier Path Wealth Partners first reported a position in McDonald's in Q4 2023 and has held it in 12 quarters since.
Premier Path Wealth Partners's McDonald's position peaked at $1.66M in Q1 2026.
863 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.