Wealth Enhancement Trust Services
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Wealth Enhancement Trust Services’s McDonald's MCD Stock Holding History

Wealth Enhancement Trust Services’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
5,703
-221
-4% -$58.2K 0.14% 131
2026
Q2 		$1.6M Buy
5,924
+121
+2% +$34.7K 0.18% 111
2026
Q1 		$1.8M Sell
5,803
-19
-0.3% -$6.05K 0.22% 94
2025
Q4 		$1.78M Buy
+5,822
New +$1.78M 0.22% 86

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

Wealth Enhancement Trust Services's MCD Position: Q3 2026 in Review

Wealth Enhancement Trust Services reduced its McDonald's (MCD) stake by 3.7% in Q3 2026, selling an estimated $58.2K and leaving 5,703 shares worth $1.32M. The position accounts for 0.14% of the portfolio, ranked #131.

Wealth Enhancement Trust Services first reported a position in MCD in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.8M in Q1 2026. 2,914 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Wealth Enhancement Trust Services held 5,703 shares of McDonald's worth $1.32M as of Q3 2026.
  • Wealth Enhancement Trust Services sold 221 McDonald's shares in Q3 2026, an estimated $58.2K.
  • McDonald's made up 0.14% of Wealth Enhancement Trust Services's portfolio in Q3 2026, its #131 holding.
  • Wealth Enhancement Trust Services first reported a position in McDonald's in Q4 2025 and has held it in 4 quarters since.
  • Wealth Enhancement Trust Services's McDonald's position peaked at $1.8M in Q1 2026.
  • 2,914 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q3 2026, filed 7 Oct 2026.