Wealth Quarterback
MCD icon

Wealth Quarterback’s McDonald's MCD Stock Holding History

Wealth Quarterback’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 		$994K Buy
4,302
+685
+19% +$180K 0.3% 59
2026
Q2 		$978K Buy
3,617
+124
+4% +$35.6K 0.3% 59
2026
Q1 		$1.09M Sell
3,493
-323
-8% -$103K 0.43% 49
2025
Q4 		$1.17M Buy
3,816
+117
+3% +$35.8K 0.42% 41
2025
Q3 		$1.12M Buy
3,699
+124
+3% +$37.7K 0.43% 47
2025
Q2 		$1.04M Sell
3,575
-157
-4% -$48.4K 0.5% 48
2025
Q1 		$1.17M Sell
3,732
-89
-2% -$26.6K 0.66% 33
2024
Q4 		$1.11M Buy
3,821
+34
+0.9% +$10.1K 0.52% 36
2024
Q3 		$1.15M Sell
3,787
-1,170
-24% -$322K 0.6% 38
2024
Q2 		$1.26M Sell
4,957
-445
-8% -$118K 0.72% 26
2024
Q1 		$1.52M Buy
5,402
+1,957
+57% +$569K 0.85% 21
2023
Q4 		$1.02M Buy
3,445
+1,406
+69% +$383K 0.62% 30
2023
Q3 		$537K Sell
2,039
-113
-5% -$32.2K 0.46% 54
2023
Q2 		$642K Sell
2,152
-331
-13% -$96.2K 0.44% 41
2023
Q1 		$694K Sell
2,483
-110
-4% -$29.5K 0.59% 38
2022
Q4 		$683K Sell
2,593
-2,375
-48% -$627K 0.57% 42
2022
Q3 		$1.15M Buy
4,968
+133
+3% +$34K 1.22% 19
2022
Q2 		$1.19M Buy
+4,835
New +$1.19M 0.93% 21
2021
Q3 		$1.1M Sell
4,569
-133
-3% -$31.7K 0.73% 26
2021
Q2 		$1.09M Buy
+4,702
New +$1.09M 0.66% 30
2020
Q4 		$893K Sell
4,161
-740
-15% -$161K 0.74% 35
2020
Q3 		$904K Hold
4,901
– – 0.83% 38
2020
Q2 		$904K Buy
4,901
+2,115
+76% +$388K 0.83% 38
2020
Q1 		$514K Sell
2,786
-2,328
-46% -$459K 0.47% 47
2019
Q4 		$344K Buy
+5,114
New +$1.01M 0.3% 77

Other funds holding MCD

Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
J. Safra Sarasin Holding
J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Wealth Quarterback's MCD Position: Q3 2026 in Review

Wealth Quarterback increased its McDonald's (MCD) stake by 19% in Q3 2026, buying an estimated $180K and bringing the position to 4,302 shares worth $994K. The position accounts for 0.3% of the portfolio, ranked #59.

Wealth Quarterback first reported a position in MCD in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.52M in Q1 2024. 1,074 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Wealth Quarterback held 4,302 shares of McDonald's worth $994K as of Q3 2026.
  • Wealth Quarterback bought 685 McDonald's shares in Q3 2026, an estimated $180K.
  • McDonald's made up 0.3% of Wealth Quarterback's portfolio in Q3 2026, its #59 holding.
  • Wealth Quarterback first reported a position in McDonald's in Q4 2019 and has held it in 25 quarters since.
  • Wealth Quarterback's McDonald's position peaked at $1.52M in Q1 2024.
  • 1,074 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Wealth Quarterback's 13F filing for Q3 2026, filed 20 Oct 2026.