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

Private 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	$333K	Buy	1,443 +142	+11%	+$37.4K	0.02%	265
2026 Q2	$352K	Sell	1,301 -521	-29%	-$149K	0.02%	244
2026 Q1	$566K	Buy	+1,822	New	+$580K	0.04%	195
2024 Q1	–	Sell	-675	Closed	-$200K	–	202
2023 Q4	$200K	Sell	675 -196	-23%	-$53.3K	0.03%	186
2023 Q3	$229K	Buy	+871	New	+$248K	0.05%	184

Other funds holding MCD

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM

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

Private Advisory Group increased its McDonald's (MCD) stake by 11% in Q3 2026, buying an estimated $37.4K and bringing the position to 1,443 shares worth $333K. The position accounts for 0.02% of the portfolio, ranked #265.

Private Advisory Group first reported a position in MCD in Q3 2023 and has held it in 5 quarters since. The position peaked at $566K in Q1 2026. 2,810 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

Private Advisory Group held 1,443 shares of McDonald's worth $333K as of Q3 2026.
Private Advisory Group bought 142 McDonald's shares in Q3 2026, an estimated $37.4K.
McDonald's made up 0.02% of Private Advisory Group's portfolio in Q3 2026, its #265 holding.
Private Advisory Group first reported a position in McDonald's in Q3 2023 and has held it in 5 quarters since.
Private Advisory Group's McDonald's position peaked at $566K in Q1 2026.
2,810 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Private Advisory Group's 13F filing for Q3 2026, filed 6 Nov 2026.