West Wealth Group
MCD icon

West Wealth Group’s McDonald's MCD Stock Holding History

West Wealth Group’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 		$475K Sell
2,057
-2
-0.1% -$526 0.07% 86
2026
Q2 		$557K Sell
2,059
-8
-0.4% -$2.29K 0.09% 80
2026
Q1 		$642K Buy
2,067
+41
+2% +$13.1K 0.13% 62
2025
Q4 		$619K Sell
2,026
-31
-2% -$9.5K 0.13% 56
2025
Q3 		$628K Sell
2,057
-277
-12% -$84.3K 0.14% 53
2025
Q2 		$718K Buy
2,334
+8
+0.3% +$2.47K 0.18% 43
2025
Q1 		$730K Buy
2,326
+42
+2% +$12.6K 0.22% 37
2024
Q4 		$662K Buy
2,284
+52
+2% +$15.5K 0.2% 37
2024
Q3 		$680K Buy
2,232
+19
+0.9% +$5.24K 0.22% 37
2024
Q2 		$564K Buy
2,213
+18
+0.8% +$4.78K 0.2% 40
2024
Q1 		$619K Buy
2,195
+6
+0.3% +$1.74K 0.23% 41
2023
Q4 		$649K Sell
2,189
-314
-13% -$85.5K 0.26% 35
2023
Q3 		$659K Sell
2,503
-60
-2% -$17.1K 0.29% 35
2023
Q2 		$765K Buy
2,563
+5
+0.2% +$1.45K 0.32% 29
2023
Q1 		$715K Buy
2,558
+5
+0.2% +$1.34K 0.33% 23
2022
Q4 		$673K Buy
2,553
+4
+0.2% +$1.06K 0.33% 28
2022
Q3 		$588K Buy
2,549
+5
+0.2% +$1.28K 0.3% 30
2022
Q2 		$628K Buy
2,544
+337
+15% +$83K 0.29% 33
2022
Q1 		$545K Buy
2,207
+74
+3% +$18.4K 0.22% 29
2021
Q4 		$571K Buy
+2,133
New +$539K 0.21% 30

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
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
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

West Wealth Group's MCD Position: Q3 2026 in Review

West Wealth Group reduced its McDonald's (MCD) stake by 0.1% in Q3 2026, selling an estimated $526 and leaving 2,057 shares worth $475K. The position accounts for 0.07% of the portfolio, ranked #86.

West Wealth Group first reported a position in MCD in Q4 2021 and has held it in 20 quarters since. The position peaked at $765K in Q2 2023. 771 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • West Wealth Group held 2,057 shares of McDonald's worth $475K as of Q3 2026.
  • West Wealth Group sold 2 McDonald's shares in Q3 2026, an estimated $526.
  • McDonald's made up 0.07% of West Wealth Group's portfolio in Q3 2026, its #86 holding.
  • West Wealth Group first reported a position in McDonald's in Q4 2021 and has held it in 20 quarters since.
  • West Wealth Group's McDonald's position peaked at $765K in Q2 2023.
  • 771 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on West Wealth Group's 13F filing for Q3 2026, filed 14 Oct 2026.