Waterfront Wealth
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Waterfront Wealth’s McDonald's MCD Stock Holding History

Waterfront 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 		$1.32M Sell
5,383
-468
-8% -$123K 0.21% 134
2026
Q2 		$1.61M Buy
5,851
+147
+3% +$42.2K 0.25% 113
2026
Q1 		$1.77M Buy
5,704
+230
+4% +$73.3K 0.33% 97
2025
Q4 		$1.71M Sell
5,474
-13
-0.2% -$3.98K 0.33% 94
2025
Q3 		$1.7M Buy
5,487
+5
+0.1% +$1.52K 0.35% 83
2025
Q2 		$1.6M Sell
5,482
-95
-2% -$29.3K 0.36% 76
2025
Q1 		$1.74M Sell
5,577
-22
-0.4% -$6.58K 0.42% 63
2024
Q4 		$1.62M Buy
5,599
+105
+2% +$31.3K 0.4% 72
2024
Q3 		$1.64M Buy
5,494
+161
+3% +$44.4K 0.4% 74
2024
Q2 		$1.36M Buy
5,333
+3,291
+161% +$873K 0.37% 78
2024
Q1 		$558K Buy
2,042
+24
+1% +$6.98K 0.16% 169
2023
Q4 		$598K Hold
2,018
– – 0.18% 156
2023
Q3 		$515K Hold
2,018
– – 0.17% 157
2023
Q2 		$591K Hold
2,018
– – 0.18% 157
2023
Q1 		$564K Sell
2,018
-23
-1% -$6.16K 0.18% 152
2022
Q4 		$556K Sell
2,041
-177
-8% -$46.7K 0.19% 154
2022
Q3 		$591K Buy
2,218
+25
+1% +$6.39K 0.22% 134
2022
Q2 		$541K Sell
2,193
-1
-0% -$246 0.22% 131
2022
Q1 		$556K Sell
2,194
-4
-0.2% -$996 0.2% 118
2021
Q4 		$589K Sell
2,198
-25
-1% -$6.31K 0.23% 106
2021
Q3 		$536K Buy
2,223
+19
+0.9% +$4.54K 0.26% 94
2021
Q2 		$509K Buy
2,204
+65
+3% +$15.1K 0.24% 98
2021
Q1 		$482K Hold
2,139
– – 0.24% 98
2020
Q4 		$459K Buy
+2,139
New +$465K 0.33% 73

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

Waterfront Wealth's MCD Position: Q3 2026 in Review

Waterfront Wealth reduced its McDonald's (MCD) stake by 8% in Q3 2026, selling an estimated $123K and leaving 5,383 shares worth $1.32M. The position accounts for 0.21% of the portfolio, ranked #134.

Waterfront Wealth first reported a position in MCD in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.77M in Q1 2026. 2,164 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Waterfront Wealth held 5,383 shares of McDonald's worth $1.32M as of Q3 2026.
  • Waterfront Wealth sold 468 McDonald's shares in Q3 2026, an estimated $123K.
  • McDonald's made up 0.21% of Waterfront Wealth's portfolio in Q3 2026, its #134 holding.
  • Waterfront Wealth first reported a position in McDonald's in Q4 2020 and has held it in 24 quarters since.
  • Waterfront Wealth's McDonald's position peaked at $1.77M in Q1 2026.
  • 2,164 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Waterfront Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.