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RTD Financial Advisors’s McDonald's MCD Stock Holding History

RTD Financial 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 		$241K Hold
1,043
– – 0.03% 120
2026
Q2 		$282K Sell
1,043
-36
-3% -$10.3K 0.03% 115
2026
Q1 		$335K Buy
1,079
+36
+3% +$11.5K 0.04% 101
2025
Q4 		$319K Hold
1,043
– – 0.04% 102
2025
Q3 		$317K Hold
1,043
– – 0.04% 96
2025
Q2 		$305K Sell
1,043
-57
-5% -$17.6K 0.04% 92
2025
Q1 		$344K Buy
1,100
+57
+5% +$17K 0.05% 93
2024
Q4 		$302K Hold
1,043
– – 0.04% 104
2024
Q3 		$318K Hold
1,043
– – 0.04% 102
2024
Q2 		$266K Buy
1,043
+30
+3% +$7.96K 0.04% 101
2024
Q1 		$286K Hold
1,013
– – 0.04% 93
2023
Q4 		$300K Hold
1,013
– – 0.04% 94
2023
Q3 		$267K Hold
1,013
– – 0.04% 94
2023
Q2 		$302K Hold
1,013
– – 0.04% 91
2023
Q1 		$283K Sell
1,013
-190
-16% -$50.9K 0.04% 90
2022
Q4 		$317K Hold
1,203
– – 0.05% 86
2022
Q3 		$278K Sell
1,203
-35
-3% -$8.95K 0.05% 83
2022
Q2 		$306K Hold
1,238
– – 0.05% 91
2022
Q1 		$306K Hold
1,238
– – 0.04% 95
2021
Q4 		$332K Buy
+1,238
New +$313K 0.04% 97

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
GI
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
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

RTD Financial Advisors's MCD Position: Q3 2026 in Review

RTD Financial Advisors held its McDonald's (MCD) position steady in Q3 2026 at 1,043 shares worth $241K. The position accounts for 0.03% of the portfolio, ranked #120.

RTD Financial Advisors first reported a position in MCD in Q4 2021 and has held it in 20 quarters since. The position peaked at $344K in Q1 2025. 179 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • RTD Financial Advisors held 1,043 shares of McDonald's worth $241K as of Q3 2026.
  • RTD Financial Advisors left its McDonald's share count unchanged in Q3 2026.
  • McDonald's made up 0.03% of RTD Financial Advisors's portfolio in Q3 2026, its #120 holding.
  • RTD Financial Advisors first reported a position in McDonald's in Q4 2021 and has held it in 20 quarters since.
  • RTD Financial Advisors's McDonald's position peaked at $344K in Q1 2025.
  • 179 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on RTD Financial Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.