W Advisors LLC
MCD icon

W Advisors LLC’s McDonald's MCD Stock Holding History

W Advisors LLC’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 		$790K Buy
3,420
+33
+1% +$8.69K 0.34% 62
2026
Q2 		$916K Hold
3,387
– – 0.42% 54
2026
Q1 		$1.05M Sell
3,387
-1
-0% -$319 0.54% 44
2025
Q4 		$1.04M Sell
3,388
-4
-0.1% -$1.22K 0.52% 42
2025
Q3 		$1.03M Buy
3,392
+1
+0% +$304 0.54% 41
2025
Q2 		$991K Buy
3,391
+9
+0.3% +$2.78K 0.57% 40
2025
Q1 		$1.06M Buy
3,382
+17
+0.5% +$5.08K 0.66% 37
2024
Q4 		$976K Buy
3,365
+11
+0.3% +$3.28K 0.6% 40
2024
Q3 		$1.02M Buy
3,354
+16
+0.5% +$4.41K 0.63% 38
2024
Q2 		$851K Buy
3,338
+13
+0.4% +$3.45K 0.56% 42
2024
Q1 		$938K Buy
3,325
+11
+0.3% +$3.2K 0.64% 37
2023
Q4 		$983K Buy
3,314
+62
+2% +$16.9K 0.73% 33
2023
Q3 		$857K Sell
3,252
-35
-1% -$10K 0.7% 38
2023
Q2 		$981K Sell
3,287
-1
-0% -$291 0.77% 33
2023
Q1 		$919K Sell
3,288
-22
-0.7% -$5.89K 0.76% 32
2022
Q4 		$872K Sell
3,310
-21
-0.6% -$5.54K 0.73% 37
2022
Q3 		$768K Sell
3,331
-1
-0% -$256 0.71% 38
2022
Q2 		$823K Buy
3,332
+8
+0.2% +$1.97K 0.71% 35
2022
Q1 		$822K Buy
3,324
+93
+3% +$23.2K 0.62% 39
2021
Q4 		$867K Buy
+3,231
New +$816K 0.65% 34

Other funds holding MCD

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

W Advisors LLC's MCD Position: Q3 2026 in Review

W Advisors LLC increased its McDonald's (MCD) stake by 0.97% in Q3 2026, buying an estimated $8.69K and bringing the position to 3,420 shares worth $790K. The position accounts for 0.34% of the portfolio, ranked #62.

W Advisors LLC first reported a position in MCD in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.06M in Q1 2025. 2,019 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • W Advisors LLC held 3,420 shares of McDonald's worth $790K as of Q3 2026.
  • W Advisors LLC bought 33 McDonald's shares in Q3 2026, an estimated $8.69K.
  • McDonald's made up 0.34% of W Advisors LLC's portfolio in Q3 2026, its #62 holding.
  • W Advisors LLC first reported a position in McDonald's in Q4 2021 and has held it in 20 quarters since.
  • W Advisors LLC's McDonald's position peaked at $1.06M in Q1 2025.
  • 2,019 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on W Advisors LLC's 13F filing for Q3 2026, filed 2 Nov 2026.