Quantum Financial Partners
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Quantum Financial Partners’s McDonald's MCD Stock Holding History

Quantum Financial 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 		$1.83M Buy
7,943
+133
+2% +$35K 0.95% 29
2026
Q2 		$2.11M Buy
+7,810
New +$2.24M 1.08% 25

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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
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Quantum Financial Partners's MCD Position: Q3 2026 in Review

Quantum Financial Partners increased its McDonald's (MCD) stake by 1.7% in Q3 2026, buying an estimated $35K and bringing the position to 7,943 shares worth $1.83M. The position accounts for 0.95% of the portfolio, ranked #29.

Quantum Financial Partners first reported a position in MCD in Q2 2026 and has held it in 2 quarters since. The position peaked at $2.11M in Q2 2026. 783 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Quantum Financial Partners held 7,943 shares of McDonald's worth $1.83M as of Q3 2026.
  • Quantum Financial Partners bought 133 McDonald's shares in Q3 2026, an estimated $35K.
  • McDonald's made up 0.95% of Quantum Financial Partners's portfolio in Q3 2026, its #29 holding.
  • Quantum Financial Partners first reported a position in McDonald's in Q2 2026 and has held it in 2 quarters since.
  • Quantum Financial Partners's McDonald's position peaked at $2.11M in Q2 2026.
  • 783 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Quantum Financial Partners's 13F filing for Q3 2026, filed 19 Oct 2026.