Stone Summit Wealth’s McDonald's MCD Stock Holding History

Stone Summit 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	$231K	Sell	1,000 -200	-17%	-$52.6K	0.06%	132
2026 Q2	$324K	Hold	1,200	–	–	0.08%	123
2026 Q1	$373K	Sell	1,200 -40	-3%	-$12.7K	0.1%	110
2025 Q4	$379K	Hold	1,240	–	–	0.1%	110
2025 Q3	$377K	Sell	1,240 -80	-6%	-$24.3K	0.11%	112
2025 Q2	$386K	Hold	1,320	–	–	0.12%	112
2025 Q1	$412K	Sell	1,320 -39	-3%	-$11.7K	0.14%	108
2024 Q4	$394K	Hold	1,359	–	–	0.13%	110
2024 Q3	$414K	Sell	1,359 -27	-2%	-$7.44K	0.13%	111
2024 Q2	$353K	Hold	1,386	–	–	0.13%	113
2024 Q1	$391K	Buy	1,386 +18	+1%	+$5.24K	0.14%	115
2023 Q4	$406K	Hold	1,368	–	–	0.16%	111
2023 Q3	$360K	Hold	1,368	–	–	0.15%	113
2023 Q2	$408K	Hold	1,368	–	–	0.17%	103
2023 Q1	$383K	Sell	1,368 -47	-3%	-$12.6K	0.17%	99
2022 Q4	$373K	Hold	1,415	–	–	0.18%	101
2022 Q3	$327K	Hold	1,415	–	–	0.2%	98
2022 Q2	$349K	Hold	1,415	–	–	0.21%	98
2022 Q1	$352K	Buy	+1,415	New	+$352K	0.2%	106

Other funds holding MCD

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Stone Summit Wealth's MCD Position: Q3 2026 in Review

Stone Summit Wealth reduced its McDonald's (MCD) stake by 17% in Q3 2026, selling an estimated $52.6K and leaving 1,000 shares worth $231K. The position accounts for 0.06% of the portfolio, ranked #132.

Stone Summit Wealth first reported a position in MCD in Q1 2022 and has held it in 19 quarters since. The position peaked at $414K in Q3 2024. 751 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

Stone Summit Wealth held 1,000 shares of McDonald's worth $231K as of Q3 2026.
Stone Summit Wealth sold 200 McDonald's shares in Q3 2026, an estimated $52.6K.
McDonald's made up 0.06% of Stone Summit Wealth's portfolio in Q3 2026, its #132 holding.
Stone Summit Wealth first reported a position in McDonald's in Q1 2022 and has held it in 19 quarters since.
Stone Summit Wealth's McDonald's position peaked at $414K in Q3 2024.
751 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Stone Summit Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.