Retirement Wealth Solutions’s McDonald's MCD Stock Holding History

Retirement Wealth Solutions’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	$70.5K	Sell	305 -76	-20%	-$20K	0.04%	98
2026 Q2	$103K	Sell	381 -33	-8%	-$9.46K	0.06%	71
2026 Q1	$129K	Sell	414 -65	-14%	-$20.7K	0.08%	58
2025 Q4	$146K	Buy	479 +1	+0.2%	+$306	0.09%	56
2025 Q3	$145K	Buy	478 +1	+0.2%	+$304	0.1%	56
2025 Q2	$139K	Buy	477 +1	+0.2%	+$308	0.1%	54
2025 Q1	$149K	Buy	476 +2	+0.4%	+$598	0.12%	47
2024 Q4	$134K	Buy	+474	New	+$141K	0.11%	52

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

Retirement Wealth Solutions's MCD Position: Q3 2026 in Review

Retirement Wealth Solutions reduced its McDonald's (MCD) stake by 20% in Q3 2026, selling an estimated $20K and leaving 305 shares worth $70.5K. The position accounts for 0.04% of the portfolio, ranked #98.

Retirement Wealth Solutions first reported a position in MCD in Q4 2024 and has held it in 8 quarters since. The position peaked at $149K in Q1 2025. 863 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

Retirement Wealth Solutions held 305 shares of McDonald's worth $70.5K as of Q3 2026.
Retirement Wealth Solutions sold 76 McDonald's shares in Q3 2026, an estimated $20K.
McDonald's made up 0.04% of Retirement Wealth Solutions's portfolio in Q3 2026, its #98 holding.
Retirement Wealth Solutions first reported a position in McDonald's in Q4 2024 and has held it in 8 quarters since.
Retirement Wealth Solutions's McDonald's position peaked at $149K in Q1 2025.
863 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.