WealthBridge Capital Management’s McDonald's MCD Stock Holding History

WealthBridge Capital Management’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	$506K	Buy	2,192 +13	+0.6%	+$3.42K	0.1%	148
2026 Q2	$589K	Sell	2,179 -921	-30%	-$264K	0.12%	128
2026 Q1	$963K	Buy	3,100 +28	+0.9%	+$8.92K	0.22%	83
2025 Q4	$939K	Hold	3,072	–	–	0.21%	77
2025 Q3	$934K	Hold	3,072	–	–	0.22%	81
2025 Q2	$898K	Buy	3,072 +74	+2%	+$22.8K	0.23%	79
2025 Q1	$936K	Buy	2,998 +2	+0.1%	+$598	0.26%	74
2024 Q4	$869K	Hold	2,996	–	–	0.24%	75
2024 Q3	$912K	Buy	2,996 +13	+0.4%	+$3.58K	0.26%	69
2024 Q2	$760K	Sell	2,983 -27	-0.9%	-$7.16K	0.25%	75
2024 Q1	$849K	Hold	3,010	–	–	0.29%	64
2023 Q4	$892K	Buy	3,010 +23	+0.8%	+$6.26K	0.33%	60
2023 Q3	$787K	Sell	2,987 -203	-6%	-$57.9K	0.32%	63
2023 Q2	$952K	Buy	3,190 +3	+0.1%	+$872	0.38%	57
2023 Q1	$891K	Hold	3,187	–	–	0.36%	60
2022 Q4	$840K	Sell	3,187 -17	-0.5%	-$4.48K	0.35%	62
2022 Q3	$791K	Hold	3,204	–	–	0.34%	64
2022 Q2	$791K	Hold	3,204	–	–	0.34%	64
2022 Q1	$792K	Hold	3,204	–	–	0.3%	76
2021 Q4	$859K	Hold	3,204	–	–	0.32%	66
2021 Q3	$773K	Hold	3,204	–	–	0.29%	72
2021 Q2	$740K	Hold	3,204	–	–	0.27%	83
2021 Q1	$718K	Hold	3,204	–	–	0.29%	76
2020 Q4	$688K	Sell	3,204 -25	-0.8%	-$5.44K	0.3%	71
2020 Q3	$709K	Hold	3,229	–	–	0.36%	60
2020 Q2	$596K	Sell	3,229 -19	-0.6%	-$3.48K	0.34%	60
2020 Q1	$537K	Buy	3,248 +85	+3%	+$16.7K	0.37%	59
2019 Q4	$625K	Sell	3,163 -31	-1%	-$6.15K	0.4%	59
2019 Q3	$686K	Buy	3,194 +389	+14%	+$83.4K	0.49%	53
2019 Q2	$498K	Sell	2,805 -391	-12%	-$77.4K	0.45%	54
2019 Q1	$632K	Buy	3,196 +391	+14%	+$71K	0.4%	52
2018 Q4	$498K	Buy	+2,805	New	+$497K	0.38%	54

Other funds holding MCD

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

WealthBridge Capital Management's MCD Position: Q3 2026 in Review

WealthBridge Capital Management increased its McDonald's (MCD) stake by 0.6% in Q3 2026, buying an estimated $3.42K and bringing the position to 2,192 shares worth $506K. The position accounts for 0.1% of the portfolio, ranked #148.

WealthBridge Capital Management first reported a position in MCD in Q4 2018 and has held it in 32 quarters since. The position peaked at $963K in Q1 2026. 1,099 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

WealthBridge Capital Management held 2,192 shares of McDonald's worth $506K as of Q3 2026.
WealthBridge Capital Management bought 13 McDonald's shares in Q3 2026, an estimated $3.42K.
McDonald's made up 0.1% of WealthBridge Capital Management's portfolio in Q3 2026, its #148 holding.
WealthBridge Capital Management first reported a position in McDonald's in Q4 2018 and has held it in 32 quarters since.
WealthBridge Capital Management's McDonald's position peaked at $963K in Q1 2026.
1,099 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on WealthBridge Capital Management's 13F filing for Q3 2026, filed 16 Oct 2026.