Robertson Stephens Wealth Management
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Robertson Stephens Wealth Management’s McDonald's MCD Stock Holding History

Robertson Stephens Wealth Management’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 		$1.98M Sell
8,586
-326
-4% -$85.8K 0.05% 217
2026
Q2 		$2.41M Sell
8,912
-80
-0.9% -$22.9K 0.06% 198
2026
Q1 		$2.79M Sell
8,992
-947
-10% -$302K 0.08% 173
2025
Q4 		$3.04M Buy
9,939
+325
+3% +$100K 0.08% 164
2025
Q3 		$2.92M Buy
9,614
+54
+0.6% +$16.4K 0.09% 142
2025
Q2 		$2.79M Sell
9,560
-496
-5% -$153K 0.09% 151
2025
Q1 		$3.14M Sell
10,056
-408
-4% -$122K 0.11% 154
2024
Q4 		$3.03M Buy
10,464
+88
+0.8% +$26.2K 0.11% 159
2024
Q3 		$3.16M Buy
10,376
+261
+3% +$71.9K 0.11% 150
2024
Q2 		$2.58M Sell
10,115
-199
-2% -$52.8K 0.13% 127
2024
Q1 		$2.91M Sell
10,314
-4,625
-31% -$1.35M 0.15% 114
2023
Q4 		$4.43M Sell
14,939
-8,757
-37% -$2.38M 0.27% 63
2023
Q3 		$6.24M Buy
23,696
+7,711
+48% +$2.2M 0.42% 46
2023
Q2 		$4.77M Sell
15,985
-9,159
-36% -$2.66M 0.34% 67
2023
Q1 		$7.03M Buy
25,144
+18,157
+260% +$4.86M 0.54% 37
2022
Q4 		$1.84M Buy
6,987
+19
+0.3% +$5.01K 0.18% 115
2022
Q3 		$1.61M Buy
6,968
+2
+0% +$511 0.17% 109
2022
Q2 		$1.72M Buy
6,966
+35
+0.5% +$8.62K 0.16% 114
2022
Q1 		$1.71M Buy
6,931
+1,366
+25% +$340K 0.14% 129
2021
Q4 		$1.49M Buy
5,565
+686
+14% +$173K 0.13% 139
2021
Q3 		$1.18M Sell
4,879
-77
-2% -$18.4K 0.13% 102
2021
Q2 		$1.14M Sell
4,956
-911
-16% -$212K 0.14% 111
2021
Q1 		$1.32M Buy
5,867
+3,362
+134% +$719K 0.21% 85
2020
Q4 		$537K Hold
2,505
– – 0.11% 132
2020
Q3 		$549K Buy
2,505
+781
+45% +$160K 0.13% 124
2020
Q2 		$318K Sell
1,724
-1,000
-37% -$183K 0.09% 138
2020
Q1 		$450K Buy
2,724
+975
+56% +$192K 0.15% 110
2019
Q4 		$345K Buy
1,749
+349
+25% +$69.2K 0.17% 81
2019
Q3 		$301K Buy
+1,400
New +$300K 0.15% 94

Other funds holding MCD

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 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
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Robertson Stephens Wealth Management's MCD Position: Q3 2026 in Review

Robertson Stephens Wealth Management reduced its McDonald's (MCD) stake by 3.7% in Q3 2026, selling an estimated $85.8K and leaving 8,586 shares worth $1.98M. The position accounts for 0.05% of the portfolio, ranked #217.

Robertson Stephens Wealth Management first reported a position in MCD in Q3 2019 and has held it in 29 quarters since. The position peaked at $7.03M in Q1 2023. 2,151 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Robertson Stephens Wealth Management held 8,586 shares of McDonald's worth $1.98M as of Q3 2026.
  • Robertson Stephens Wealth Management sold 326 McDonald's shares in Q3 2026, an estimated $85.8K.
  • McDonald's made up 0.05% of Robertson Stephens Wealth Management's portfolio in Q3 2026, its #217 holding.
  • Robertson Stephens Wealth Management first reported a position in McDonald's in Q3 2019 and has held it in 29 quarters since.
  • Robertson Stephens Wealth Management's McDonald's position peaked at $7.03M in Q1 2023.
  • 2,151 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.