Ridgecrest Wealth Partners
MCD icon

Ridgecrest Wealth Partners’s McDonald's MCD Stock Holding History

Ridgecrest Wealth 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 		$330K Sell
1,429
-294
-17% -$77.4K 0.15% 79
2026
Q2 		$466K Buy
1,723
+114
+7% +$32.7K 0.22% 62
2026
Q1 		$500K Buy
1,609
+35
+2% +$11.2K 0.28% 59
2025
Q4 		$481K Sell
1,574
-772
-33% -$236K 0.26% 58
2025
Q3 		$713K Sell
2,346
-3
-0.1% -$913 0.32% 55
2025
Q2 		$686K Buy
2,349
+14
+0.6% +$4.32K 0.36% 52
2025
Q1 		$729K Sell
2,335
-200
-8% -$59.8K 0.38% 51
2024
Q4 		$735K Hold
2,535
– – 0.4% 46
2024
Q3 		$772K Buy
2,535
+100
+4% +$27.6K 0.4% 46
2024
Q2 		$621K Hold
2,435
– – 0.37% 50
2024
Q1 		$687K Hold
2,435
– – 0.41% 49
2023
Q4 		$722K Hold
2,435
– – 0.48% 44
2023
Q3 		$641K Buy
2,435
+1
+0% +$285 0.45% 46
2023
Q2 		$726K Hold
2,434
– – 0.48% 39
2023
Q1 		$681K Hold
2,434
– – 0.48% 40
2022
Q4 		$641K Hold
2,434
– – 0.49% 40
2022
Q3 		$562K Hold
2,434
– – 0.46% 46
2022
Q2 		$601K Buy
2,434
+111
+5% +$27.3K 0.44% 46
2022
Q1 		$574K Hold
2,323
– – 0.36% 55
2021
Q4 		$623K Hold
2,323
– – 0.3% 63
2021
Q3 		$560K Buy
2,323
+764
+49% +$182K 0.31% 62
2021
Q2 		$360K Buy
1,559
+68
+5% +$15.8K 0.22% 77
2021
Q1 		$334K Buy
+1,491
New +$319K 0.32% 63

Other funds holding MCD

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Ridgecrest Wealth Partners's MCD Position: Q3 2026 in Review

Ridgecrest Wealth Partners reduced its McDonald's (MCD) stake by 17% in Q3 2026, selling an estimated $77.4K and leaving 1,429 shares worth $330K. The position accounts for 0.15% of the portfolio, ranked #79.

Ridgecrest Wealth Partners first reported a position in MCD in Q1 2021 and has held it in 23 quarters since. The position peaked at $772K in Q3 2024. 1,914 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Ridgecrest Wealth Partners held 1,429 shares of McDonald's worth $330K as of Q3 2026.
  • Ridgecrest Wealth Partners sold 294 McDonald's shares in Q3 2026, an estimated $77.4K.
  • McDonald's made up 0.15% of Ridgecrest Wealth Partners's portfolio in Q3 2026, its #79 holding.
  • Ridgecrest Wealth Partners first reported a position in McDonald's in Q1 2021 and has held it in 23 quarters since.
  • Ridgecrest Wealth Partners's McDonald's position peaked at $772K in Q3 2024.
  • 1,914 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

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