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Wedmont Private Capital’s McDonald's MCD Stock Holding History

Wedmont Private Capital’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 		$1.47M Buy
6,203
+261
+4% +$68.7K 0.04% 278
2026
Q2 		$1.63M Sell
5,942
-2,706
-31% -$776K 0.04% 232
2026
Q1 		$2.65M Buy
8,648
+720
+9% +$229K 0.09% 135
2025
Q4 		$2.41M Buy
7,928
+177
+2% +$54.2K 0.08% 142
2025
Q3 		$2.3M Buy
7,751
+300
+4% +$91.3K 0.09% 138
2025
Q2 		$2.18M Buy
7,451
+221
+3% +$68.1K 0.09% 133
2025
Q1 		$2.24M Buy
7,230
+1,105
+18% +$331K 0.11% 101
2024
Q4 		$1.73M Buy
6,125
+510
+9% +$152K 0.09% 134
2024
Q3 		$1.69M Buy
5,615
+442
+9% +$122K 0.1% 127
2024
Q2 		$1.31M Sell
5,173
-645
-11% -$171K 0.08% 153
2024
Q1 		$1.57M Buy
5,818
+353
+6% +$103K 0.11% 112
2023
Q4 		$1.6M Buy
5,465
+188
+4% +$51.2K 0.13% 100
2023
Q3 		$1.32M Buy
5,277
+6
+0.1% +$1.71K 0.13% 99
2023
Q2 		$1.55M Buy
5,271
+798
+18% +$232K 0.17% 85
2023
Q1 		$1.27M Buy
4,473
+534
+14% +$143K 0.17% 86
2022
Q4 		$1.06M Buy
3,939
+444
+13% +$117K 0.16% 94
2022
Q3 		$806K Buy
3,495
+928
+36% +$237K 0.16% 101
2022
Q2 		$634K Buy
2,567
+559
+28% +$138K 0.14% 117
2022
Q1 		$496K Sell
2,008
-213
-10% -$53.1K 0.11% 144
2021
Q4 		$580K Buy
+2,221
New +$561K 0.18% 97

Other funds holding MCD

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Wedmont Private Capital's MCD Position: Q3 2026 in Review

Wedmont Private Capital increased its McDonald's (MCD) stake by 4.4% in Q3 2026, buying an estimated $68.7K and bringing the position to 6,203 shares worth $1.47M. The position accounts for 0.04% of the portfolio, ranked #278.

Wedmont Private Capital first reported a position in MCD in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.65M in Q1 2026. 179 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Wedmont Private Capital held 6,203 shares of McDonald's worth $1.47M as of Q3 2026.
  • Wedmont Private Capital bought 261 McDonald's shares in Q3 2026, an estimated $68.7K.
  • McDonald's made up 0.04% of Wedmont Private Capital's portfolio in Q3 2026, its #278 holding.
  • Wedmont Private Capital first reported a position in McDonald's in Q4 2021 and has held it in 20 quarters since.
  • Wedmont Private Capital's McDonald's position peaked at $2.65M in Q1 2026.
  • 179 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.