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SC&H Financial Advisors’s McDonald's MCD Stock Holding History

SC&H 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 		$534K Hold
2,312
– – 0.07% 88
2026
Q2 		$625K Hold
2,312
– – 0.08% 84
2026
Q1 		$719K Hold
2,312
– – 0.11% 77
2025
Q4 		$707K Buy
2,312
+420
+22% +$129K 0.11% 80
2025
Q3 		$575K Hold
1,892
– – 0.09% 86
2025
Q2 		$553K Sell
1,892
-51
-3% -$15.7K 0.09% 86
2025
Q1 		$607K Hold
1,943
– – 0.12% 85
2024
Q4 		$563K Hold
1,943
– – 0.12% 88
2024
Q3 		$592K Sell
1,943
-20
-1% -$5.51K 0.13% 86
2024
Q2 		$500K Hold
1,963
– – 0.12% 87
2024
Q1 		$554K Sell
1,963
-223
-10% -$64.9K 0.14% 84
2023
Q4 		$648K Hold
2,186
– – 0.19% 76
2023
Q3 		$576K Buy
2,186
+1
+0% +$285 0.19% 78
2023
Q2 		$652K Hold
2,185
– – 0.22% 79
2023
Q1 		$611K Buy
2,185
+219
+11% +$58.7K 0.22% 77
2022
Q4 		$518K Sell
1,966
-36
-2% -$9.5K 0.21% 80
2022
Q3 		$462K Sell
2,002
-161
-7% -$41.2K 0.23% 79
2022
Q2 		$534K Sell
2,163
-139
-6% -$34.2K 0.25% 80
2022
Q1 		$569K Sell
2,302
-35
-1% -$8.72K 0.27% 77
2021
Q4 		$626K Buy
+2,337
New +$590K 0.35% 67

Other funds holding MCD

DC
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
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 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
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 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

SC&H Financial Advisors's MCD Position: Q3 2026 in Review

SC&H Financial Advisors held its McDonald's (MCD) position steady in Q3 2026 at 2,312 shares worth $534K. The position accounts for 0.07% of the portfolio, ranked #88.

SC&H Financial Advisors first reported a position in MCD in Q4 2021 and has held it in 20 quarters since. The position peaked at $719K in Q1 2026. 384 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • SC&H Financial Advisors held 2,312 shares of McDonald's worth $534K as of Q3 2026.
  • SC&H Financial Advisors left its McDonald's share count unchanged in Q3 2026.
  • McDonald's made up 0.07% of SC&H Financial Advisors's portfolio in Q3 2026, its #88 holding.
  • SC&H Financial Advisors first reported a position in McDonald's in Q4 2021 and has held it in 20 quarters since.
  • SC&H Financial Advisors's McDonald's position peaked at $719K in Q1 2026.
  • 384 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on SC&H Financial Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.