Root Financial Partners
MCD icon

Root Financial Partners’s McDonald's MCD Stock Holding History

Root Financial 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 		$276K Sell
1,194
-139
-10% -$36.6K 0.01% 341
2026
Q2 		$360K Sell
1,333
-202
-13% -$57.9K 0.01% 250
2026
Q1 		$477K Buy
1,535
+599
+64% +$191K 0.02% 167
2025
Q4 		$286K Sell
936
-522
-36% -$160K 0.01% 235
2025
Q3 		$443K Sell
1,458
-52
-3% -$15.8K 0.03% 162
2025
Q2 		$441K Buy
1,510
+709
+89% +$219K 0.04% 141
2025
Q1 		$249K Buy
801
+11
+1% +$3.29K 0.03% 178
2024
Q4 		$229K Buy
+790
New +$236K 0.03% 186

Other funds holding MCD

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

Root Financial Partners's MCD Position: Q3 2026 in Review

Root Financial Partners reduced its McDonald's (MCD) stake by 10% in Q3 2026, selling an estimated $36.6K and leaving 1,194 shares worth $276K. The position accounts for 0.01% of the portfolio, ranked #341.

Root Financial Partners first reported a position in MCD in Q4 2024 and has held it in 8 quarters since. The position peaked at $477K in Q1 2026. 2,914 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Root Financial Partners held 1,194 shares of McDonald's worth $276K as of Q3 2026.
  • Root Financial Partners sold 139 McDonald's shares in Q3 2026, an estimated $36.6K.
  • McDonald's made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #341 holding.
  • Root Financial Partners first reported a position in McDonald's in Q4 2024 and has held it in 8 quarters since.
  • Root Financial Partners's McDonald's position peaked at $477K in Q1 2026.
  • 2,914 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.