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Semus Wealth Partners’s McDonald's MCD Stock Holding History

Semus Wealth 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 		$640K Sell
2,772
-20
-0.7% -$5.26K 0.29% 58
2026
Q2 		$755K Sell
2,792
-57
-2% -$16.3K 0.36% 51
2026
Q1 		$886K Buy
2,849
+9
+0.3% +$2.87K 0.49% 43
2025
Q4 		$868K Sell
2,840
-33
-1% -$10.1K 0.47% 45
2025
Q3 		$873K Sell
2,873
-16
-0.6% -$4.87K 0.49% 45
2025
Q2 		$844K Sell
2,889
-16
-0.6% -$4.93K 0.55% 42
2025
Q1 		$908K Buy
2,905
+65
+2% +$19.4K 0.63% 36
2024
Q4 		$823K Buy
2,840
+107
+4% +$31.9K 0.55% 41
2024
Q3 		$832K Sell
2,733
-72
-3% -$19.8K 0.58% 36
2024
Q2 		$715K Buy
2,805
+129
+5% +$34.2K 0.55% 38
2024
Q1 		$755K Sell
2,676
-123
-4% -$35.8K 0.64% 36
2023
Q4 		$830K Buy
2,799
+13
+0.5% +$3.54K 0.68% 31
2023
Q3 		$734K Buy
2,786
+48
+2% +$13.7K 0.68% 33
2023
Q2 		$817K Buy
2,738
+136
+5% +$39.5K 0.75% 29
2023
Q1 		$728K Sell
2,602
-31
-1% -$8.3K 0.78% 27
2022
Q4 		$694K Buy
+2,633
New +$695K 0.84% 28

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

Semus Wealth Partners's MCD Position: Q3 2026 in Review

Semus Wealth Partners reduced its McDonald's (MCD) stake by 0.72% in Q3 2026, selling an estimated $5.26K and leaving 2,772 shares worth $640K. The position accounts for 0.29% of the portfolio, ranked #58.

Semus Wealth Partners first reported a position in MCD in Q4 2022 and has held it in 16 quarters since. The position peaked at $908K in Q1 2025. 1,988 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Semus Wealth Partners held 2,772 shares of McDonald's worth $640K as of Q3 2026.
  • Semus Wealth Partners sold 20 McDonald's shares in Q3 2026, an estimated $5.26K.
  • McDonald's made up 0.29% of Semus Wealth Partners's portfolio in Q3 2026, its #58 holding.
  • Semus Wealth Partners first reported a position in McDonald's in Q4 2022 and has held it in 16 quarters since.
  • Semus Wealth Partners's McDonald's position peaked at $908K in Q1 2025.
  • 1,988 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Semus Wealth Partners's 13F filing for Q3 2026, filed 22 Oct 2026.