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

Strata 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 		$296K Sell
1,283
-158
-11% -$41.6K 0.07% 78
2026
Q2 		$389K Sell
1,441
-115
-7% -$33K 0.1% 64
2026
Q1 		$484K Buy
1,556
+106
+7% +$33.8K 0.13% 52
2025
Q4 		$443K Sell
1,450
-556
-28% -$170K 0.12% 55
2025
Q3 		$610K Buy
+2,006
New +$611K 0.16% 52
2023
Q1 		$739K Sell
2,643
-123
-4% -$33K 0.38% 23
2022
Q4 		$729K Buy
+2,766
New +$730K 0.4% 23

Other funds holding MCD

Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Davenport & Co
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
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

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

Strata Wealth Advisors reduced its McDonald's (MCD) stake by 11% in Q3 2026, selling an estimated $41.6K and leaving 1,283 shares worth $296K. The position accounts for 0.07% of the portfolio, ranked #78.

Strata Wealth Advisors first reported a position in MCD in Q4 2022 and has held it in 7 quarters since. The position peaked at $739K in Q1 2023. 771 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Strata Wealth Advisors held 1,283 shares of McDonald's worth $296K as of Q3 2026.
  • Strata Wealth Advisors sold 158 McDonald's shares in Q3 2026, an estimated $41.6K.
  • McDonald's made up 0.07% of Strata Wealth Advisors's portfolio in Q3 2026, its #78 holding.
  • Strata Wealth Advisors first reported a position in McDonald's in Q4 2022 and has held it in 7 quarters since.
  • Strata Wealth Advisors's McDonald's position peaked at $739K in Q1 2023.
  • 771 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Strata Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.