Rise Advisors
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Rise Advisors’s McDonald's MCD Stock Holding History

Rise 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 		$439K Buy
1,903
+99
+5% +$26.1K 0.12% 55
2026
Q2 		$488K Buy
1,804
+36
+2% +$10.3K 0.14% 54
2026
Q1 		$543K Sell
1,768
-90
-5% -$28.7K 0.19% 45
2025
Q4 		$568K Sell
1,858
-155
-8% -$47.5K 0.2% 45
2025
Q3 		$612K Buy
2,013
+47
+2% +$14.3K 0.22% 38
2025
Q2 		$574K Sell
1,966
-103
-5% -$31.8K 0.23% 37
2025
Q1 		$646K Buy
2,069
+240
+13% +$71.8K 0.29% 31
2024
Q4 		$530K Sell
1,829
-194
-10% -$57.8K 0.26% 37
2024
Q3 		$616K Buy
2,023
+51
+3% +$14.1K 0.3% 32
2024
Q2 		$503K Buy
1,972
+24
+1% +$6.37K 0.27% 37
2024
Q1 		$549K Buy
1,948
+443
+29% +$129K 0.29% 31
2023
Q4 		$446K Buy
1,505
+180
+14% +$49K 0.31% 28
2023
Q3 		$349K Buy
1,325
+89
+7% +$25.4K 0.28% 31
2023
Q2 		$369K Sell
1,236
-86
-7% -$25K 0.29% 38
2023
Q1 		$370K Buy
1,322
+167
+14% +$44.7K 0.28% 41
2022
Q4 		$305K Buy
1,155
+45
+4% +$11.9K 0.24% 48
2022
Q3 		$256K Buy
1,110
+30
+3% +$7.67K 0.21% 55
2022
Q2 		$267K Buy
1,080
+123
+13% +$30.3K 0.27% 49
2022
Q1 		$237K Buy
957
+222
+30% +$55.3K 0.21% 59
2021
Q4 		$197K Buy
+735
New +$186K 0.19% 64

Other funds holding MCD

Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
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
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 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

Rise Advisors's MCD Position: Q3 2026 in Review

Rise Advisors increased its McDonald's (MCD) stake by 5.5% in Q3 2026, buying an estimated $26.1K and bringing the position to 1,903 shares worth $439K. The position accounts for 0.12% of the portfolio, ranked #55.

Rise Advisors first reported a position in MCD in Q4 2021 and has held it in 20 quarters since. The position peaked at $646K in Q1 2025. 863 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Rise Advisors held 1,903 shares of McDonald's worth $439K as of Q3 2026.
  • Rise Advisors bought 99 McDonald's shares in Q3 2026, an estimated $26.1K.
  • McDonald's made up 0.12% of Rise Advisors's portfolio in Q3 2026, its #55 holding.
  • Rise Advisors first reported a position in McDonald's in Q4 2021 and has held it in 20 quarters since.
  • Rise Advisors's McDonald's position peaked at $646K in Q1 2025.
  • 863 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Rise Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.