Stillwater Private Wealth
MCD icon

Stillwater Private Wealth’s McDonald's MCD Stock Holding History

Stillwater Private Wealth’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 		$484K Sell
2,097
-35
-2% -$9.21K 0.31% 39
2026
Q2 		$587K Sell
2,132
-19
-0.9% -$5.45K 0.38% 41
2026
Q1 		$668K Buy
+2,151
New +$685K 0.57% 39

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

Stillwater Private Wealth's MCD Position: Q3 2026 in Review

Stillwater Private Wealth reduced its McDonald's (MCD) stake by 1.6% in Q3 2026, selling an estimated $9.21K and leaving 2,097 shares worth $484K. The position accounts for 0.31% of the portfolio, ranked #39.

Stillwater Private Wealth first reported a position in MCD in Q1 2026 and has held it in 3 quarters since. The position peaked at $668K in Q1 2026. 2,914 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Stillwater Private Wealth held 2,097 shares of McDonald's worth $484K as of Q3 2026.
  • Stillwater Private Wealth sold 35 McDonald's shares in Q3 2026, an estimated $9.21K.
  • McDonald's made up 0.31% of Stillwater Private Wealth's portfolio in Q3 2026, its #39 holding.
  • Stillwater Private Wealth first reported a position in McDonald's in Q1 2026 and has held it in 3 quarters since.
  • Stillwater Private Wealth's McDonald's position peaked at $668K in Q1 2026.
  • 2,914 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Stillwater Private Wealth's 13F filing for Q3 2026, filed 12 Nov 2026.