United Advisor Group’s McDonald's MCD Stock Holding History

United Advisor Group’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	$1.38M	Buy	5,966 +865	+17%	+$228K	0.13%	175
2026 Q2	$1.38M	Sell	5,101 -81	-2%	-$23.2K	0.15%	166
2026 Q1	$1.61M	Sell	5,182 -1	-0%	-$319	0.2%	127
2025 Q4	$1.58M	Sell	5,183 -7	-0.1%	-$2.14K	0.2%	122
2025 Q3	$1.58M	Buy	5,190 +1,305	+34%	+$397K	0.21%	110
2025 Q2	$1.14M	Buy	3,885 +341	+10%	+$105K	0.2%	122
2025 Q1	$1.11M	Buy	3,544 +131	+4%	+$39.2K	0.23%	106
2024 Q4	$989K	Buy	3,413 +635	+23%	+$189K	0.2%	125
2024 Q3	$846K	Buy	2,778 +295	+12%	+$81.3K	0.19%	121
2024 Q2	$633K	Sell	2,483 -202	-8%	-$53.6K	0.2%	109
2024 Q1	$757K	Buy	2,685 +947	+54%	+$275K	0.28%	92
2023 Q4	$517K	Buy	+1,738	New	+$473K	0.62%	30

Other funds holding MCD

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

United Advisor Group's MCD Position: Q3 2026 in Review

United Advisor Group increased its McDonald's (MCD) stake by 17% in Q3 2026, buying an estimated $228K and bringing the position to 5,966 shares worth $1.38M. The position accounts for 0.13% of the portfolio, ranked #175.

United Advisor Group first reported a position in MCD in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.61M in Q1 2026. 2,019 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

United Advisor Group held 5,966 shares of McDonald's worth $1.38M as of Q3 2026.
United Advisor Group bought 865 McDonald's shares in Q3 2026, an estimated $228K.
McDonald's made up 0.13% of United Advisor Group's portfolio in Q3 2026, its #175 holding.
United Advisor Group first reported a position in McDonald's in Q4 2023 and has held it in 12 quarters since.
United Advisor Group's McDonald's position peaked at $1.61M in Q1 2026.
2,019 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.