Sax Wealth Advisors
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Sax Wealth Advisors’s McDonald's MCD Stock Holding History

Sax Wealth 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 		$3.92M Buy
16,969
+120
+0.7% +$31.6K 0.11% 129
2026
Q2 		$5.24M Buy
16,849
+874
+5% +$251K 0.21% 82
2026
Q1 		$4.88M Sell
15,975
-117
-0.7% -$37.3K 0.24% 71
2025
Q4 		$4.92M Buy
16,092
+19
+0.1% +$5.82K 0.23% 74
2025
Q3 		$4.88M Sell
16,073
-870
-5% -$265K 0.26% 60
2025
Q2 		$4.95M Sell
16,943
-6,896
-29% -$2.13M 0.3% 55
2025
Q1 		$7.45M Buy
23,839
+137
+0.6% +$41K 0.53% 31
2024
Q4 		$6.87M Buy
23,702
+1,436
+6% +$428K 0.54% 28
2024
Q3 		$6.78M Buy
22,266
+18,342
+467% +$5.06M 0.6% 25
2024
Q2 		$1M Buy
3,924
+13
+0.3% +$3.45K 0.1% 88
2024
Q1 		$1.1M Buy
3,911
+1
+0% +$291 0.13% 70
2023
Q4 		$1.16M Buy
3,910
+711
+22% +$194K 0.19% 65
2023
Q3 		$843K Buy
3,199
+81
+3% +$23.1K 0.17% 78
2023
Q2 		$931K Hold
3,118
– – 0.19% 71
2023
Q1 		$872K Sell
3,118
-38
-1% -$10.2K 0.19% 71
2022
Q4 		$832K Sell
3,156
-128
-4% -$33.8K 0.19% 69
2022
Q3 		$758K Buy
3,284
+10
+0.3% +$2.56K 0.2% 71
2022
Q2 		$808K Buy
3,274
+1
+0% +$246 0.21% 72
2022
Q1 		$809K Sell
3,273
-205
-6% -$51.1K 0.2% 69
2021
Q4 		$932K Sell
3,478
-198
-5% -$50K 0.19% 72
2021
Q3 		$886K Buy
3,676
+204
+6% +$48.7K 0.21% 69
2021
Q2 		$802K Buy
3,472
+1
+0% +$233 0.28% 65
2021
Q1 		$778K Buy
3,471
+1,355
+64% +$290K 0.28% 61
2020
Q4 		$454K Buy
+2,116
New +$460K 0.21% 80

Other funds holding MCD

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
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
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Everett Harris & Co
Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return

Sax Wealth Advisors's MCD Position: Q3 2026 in Review

Sax Wealth Advisors increased its McDonald's (MCD) stake by 0.71% in Q3 2026, buying an estimated $31.6K and bringing the position to 16,969 shares worth $3.92M. The position accounts for 0.11% of the portfolio, ranked #129.

Sax Wealth Advisors first reported a position in MCD in Q4 2020 and has held it in 24 quarters since. The position peaked at $7.45M in Q1 2025. 1,302 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Sax Wealth Advisors held 16,969 shares of McDonald's worth $3.92M as of Q3 2026.
  • Sax Wealth Advisors bought 120 McDonald's shares in Q3 2026, an estimated $31.6K.
  • McDonald's made up 0.11% of Sax Wealth Advisors's portfolio in Q3 2026, its #129 holding.
  • Sax Wealth Advisors first reported a position in McDonald's in Q4 2020 and has held it in 24 quarters since.
  • Sax Wealth Advisors's McDonald's position peaked at $7.45M in Q1 2025.
  • 1,302 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Sax Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.