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

Strategic 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 		$275K Sell
1,191
-608
-34% -$160K 0.02% 233
2026
Q2 		$486K Sell
1,799
-71
-4% -$20.4K 0.03% 199
2026
Q1 		$581K Buy
1,870
+98
+6% +$31.2K 0.04% 187
2025
Q4 		$542K Sell
1,772
-682
-28% -$209K 0.04% 192
2025
Q3 		$746K Buy
2,454
+457
+23% +$139K 0.06% 185
2025
Q2 		$583K Buy
+1,997
New +$616K 0.05% 191
2024
Q4 		$593K Sell
1,914
-8
-0.4% -$2.39K 0.05% 190
2024
Q3 		$585K Buy
1,922
+9
+0.5% +$2.48K 0.06% 188
2024
Q2 		$488K Sell
1,913
-90
-4% -$23.9K 0.05% 197
2024
Q1 		$565K Buy
2,003
+102
+5% +$29.7K 0.06% 185
2023
Q4 		$564K Sell
1,901
-233
-11% -$63.4K 0.07% 171
2023
Q3 		$562K Sell
2,134
-173
-7% -$49.3K 0.07% 194
2023
Q2 		$689K Sell
2,307
-108
-4% -$31.4K 0.09% 182
2023
Q1 		$675K Sell
2,415
-114
-5% -$30.5K 0.1% 150
2022
Q4 		$667K Sell
2,529
-651
-20% -$172K 0.12% 151
2022
Q3 		$734K Sell
3,180
-6,699
-68% -$1.71M 0.16% 146
2022
Q2 		$2.44M Buy
9,879
+8,169
+478% +$2.01M 0.53% 64
2022
Q1 		$423K Sell
1,710
-218
-11% -$54.3K 0.08% 190
2021
Q4 		$517K Buy
1,928
+167
+9% +$42.2K 0.1% 188
2021
Q3 		$425K Sell
1,761
-1,244
-41% -$297K 0.12% 181
2021
Q2 		$694K Buy
+3,005
New +$699K 0.23% 115
2019
Q4 		– Sell
-380
Closed -$21.5K – 347
2019
Q3 		$21.5K Buy
380
+73
+24% +$15.7K 0.11% 113
2019
Q2 		$64K Buy
307
+100
+48% +$19.8K 0.03% 210
2019
Q1 		$39K Hold
207
– – 0.02% 261
2018
Q4 		$38K Buy
207
+67
+48% +$11.9K 0.02% 256
2018
Q3 		$23K Sell
140
-18
-11% -$2.88K 0.01% 312
2018
Q2 		$25K Hold
158
– – 0.01% 349
2018
Q1 		$25K Sell
158
-142
-47% -$23.4K 0.01% 321
2017
Q4 		$51K Buy
+300
New +$50.4K 0.03% 223

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

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

Strategic Wealth Partners reduced its McDonald's (MCD) stake by 34% in Q3 2026, selling an estimated $160K and leaving 1,191 shares worth $275K. The position accounts for 0.02% of the portfolio, ranked #233.

Strategic Wealth Partners first reported a position in MCD in Q4 2017 and has held it in 29 quarters since. The position peaked at $2.44M in Q2 2022. 2,914 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Strategic Wealth Partners held 1,191 shares of McDonald's worth $275K as of Q3 2026.
  • Strategic Wealth Partners sold 608 McDonald's shares in Q3 2026, an estimated $160K.
  • McDonald's made up 0.02% of Strategic Wealth Partners's portfolio in Q3 2026, its #233 holding.
  • Strategic Wealth Partners first reported a position in McDonald's in Q4 2017 and has held it in 29 quarters since.
  • Strategic Wealth Partners's McDonald's position peaked at $2.44M in Q2 2022.
  • 2,914 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Strategic Wealth Partners's 13F filing for Q3 2026, filed 13 Nov 2026.