WestHill Financial Advisors’s McDonald's MCD Stock Holding History

WestHill Financial Advisors’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	$367K	Buy	+1,587	New	+$418K	0.06%	67

Other funds holding MCD

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

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

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

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

WestHill Financial Advisors's MCD Position: Q3 2026 in Review

WestHill Financial Advisors opened a new position in McDonald's (MCD) in Q3 2026: 1,587 shares worth $367K. The stake represents 0.06% of the portfolio and ranks #67 among its holdings.

409 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

WestHill Financial Advisors held 1,587 shares of McDonald's worth $367K as of Q3 2026.
McDonald's was a new WestHill Financial Advisors position in Q3 2026.
McDonald's made up 0.06% of WestHill Financial Advisors's portfolio in Q3 2026, its #67 holding.
409 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on WestHill Financial Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.