RFG - Bristol Wealth Advisors’s McDonald's MCD Stock Holding History

RFG - Bristol Wealth Advisors’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	$256K	Buy	1,109 +41	+4%	+$10.8K	0.06%	150
2026 Q2	$289K	Buy	1,068 +2	+0.2%	+$573	0.07%	151
2026 Q1	$331K	Buy	1,066 +3	+0.3%	+$956	0.09%	137
2025 Q4	$325K	Buy	1,063 +6	+0.6%	+$1.84K	0.09%	138
2025 Q3	$321K	Buy	1,057 +2	+0.2%	+$609	0.09%	140
2025 Q2	$308K	Sell	1,055 -17	-2%	-$5.24K	0.1%	143
2025 Q1	$335K	Buy	1,072 +73	+7%	+$21.8K	0.11%	131
2024 Q4	$290K	Buy	+999	New	+$298K	0.1%	126

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

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

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

RFG - Bristol Wealth Advisors's MCD Position: Q3 2026 in Review

RFG - Bristol Wealth Advisors increased its McDonald's (MCD) stake by 3.8% in Q3 2026, buying an estimated $10.8K and bringing the position to 1,109 shares worth $256K. The position accounts for 0.06% of the portfolio, ranked #150.

RFG - Bristol Wealth Advisors first reported a position in MCD in Q4 2024 and has held it in 8 quarters since. The position peaked at $335K in Q1 2025. 179 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

RFG - Bristol Wealth Advisors held 1,109 shares of McDonald's worth $256K as of Q3 2026.
RFG - Bristol Wealth Advisors bought 41 McDonald's shares in Q3 2026, an estimated $10.8K.
McDonald's made up 0.06% of RFG - Bristol Wealth Advisors's portfolio in Q3 2026, its #150 holding.
RFG - Bristol Wealth Advisors first reported a position in McDonald's in Q4 2024 and has held it in 8 quarters since.
RFG - Bristol Wealth Advisors's McDonald's position peaked at $335K in Q1 2025.
179 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on RFG - Bristol Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.