PUREfi Wealth’s McDonald's MCD Stock Holding History

PUREfi Wealth’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	$485K	Sell	2,100 -14	-0.7%	-$3.68K	0.23%	106
2026 Q2	$571K	Sell	2,114 -389	-16%	-$112K	0.31%	73
2026 Q1	$778K	Sell	2,503 -733	-23%	-$234K	0.51%	47
2025 Q4	$989K	Buy	3,236 +42	+1%	+$12.9K	0.76%	31
2025 Q3	$971K	Buy	3,194 +292	+10%	+$88.9K	0.75%	34
2025 Q2	$848K	Buy	2,902 +471	+19%	+$145K	0.68%	41
2025 Q1	$759K	Buy	2,431 +1,088	+81%	+$325K	0.76%	29
2024 Q4	$389K	Buy	+1,343	New	+$400K	0.38%	71

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

PUREfi Wealth's MCD Position: Q3 2026 in Review

PUREfi Wealth reduced its McDonald's (MCD) stake by 0.66% in Q3 2026, selling an estimated $3.68K and leaving 2,100 shares worth $485K. The position accounts for 0.23% of the portfolio, ranked #106.

PUREfi Wealth first reported a position in MCD in Q4 2024 and has held it in 8 quarters since. The position peaked at $989K in Q4 2025. 863 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

PUREfi Wealth held 2,100 shares of McDonald's worth $485K as of Q3 2026.
PUREfi Wealth sold 14 McDonald's shares in Q3 2026, an estimated $3.68K.
McDonald's made up 0.23% of PUREfi Wealth's portfolio in Q3 2026, its #106 holding.
PUREfi Wealth first reported a position in McDonald's in Q4 2024 and has held it in 8 quarters since.
PUREfi Wealth's McDonald's position peaked at $989K in Q4 2025.
863 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on PUREfi Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.