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Private Client Services’s McDonald's MCD Stock Holding History

Private Client Services’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 		– Sell
-808
Closed -$218K – 250
2026
Q2 		$218K Buy
808
+9
+1% +$2.58K 0.06% 210
2026
Q1 		$248K Buy
799
+75
+10% +$23.9K 0.07% 178
2025
Q4 		$221K Sell
724
-31
-4% -$9.49K 0.07% 179
2025
Q3 		$229K Sell
755
-345
-31% -$105K 0.08% 178
2025
Q2 		$321K Sell
1,100
-39
-3% -$12K 0.13% 142
2025
Q1 		$356K Sell
1,139
-73
-6% -$21.8K 0.18% 116
2024
Q4 		$351K Sell
1,212
-13
-1% -$3.88K 0.19% 104
2024
Q3 		$373K Sell
1,225
-24
-2% -$6.62K 0.2% 98
2024
Q2 		$318K Buy
1,249
+102
+9% +$27.1K 0.2% 93
2024
Q1 		$323K Buy
1,147
+196
+21% +$57K 0.22% 90
2023
Q4 		$282K Buy
+951
New +$259K 0.23% 108

Other funds holding MCD

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Private Client Services's MCD Position: Q3 2026 in Review

Private Client Services sold out of McDonald's (MCD) in Q3 2026, closing a stake of 808 shares — an estimated $218K sold.

Private Client Services first reported a position in MCD in Q4 2023 and held it in 11 quarters. The position peaked at $373K in Q3 2024. 179 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Private Client Services reported no remaining McDonald's position as of Q3 2026 after selling out during the quarter.
  • Private Client Services sold 808 McDonald's shares in Q3 2026, an estimated $218K.
  • Private Client Services first reported a position in McDonald's in Q4 2023 and held it in 11 quarters.
  • Private Client Services's McDonald's position peaked at $373K in Q3 2024.
  • 179 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Private Client Services's 13F filing for Q3 2026, filed 2 Oct 2026.