Westmount Partners’s McDonald's MCD Stock Holding History

Westmount Partners’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 Q2	$607K	Buy	2,245 +41	+2%	+$11.8K	0.13%	128
2026 Q1	$685K	Buy	2,204 +31	+1%	+$9.88K	0.17%	112
2025 Q4	$664K	Buy	2,173 +12	+0.6%	+$3.67K	0.17%	110
2025 Q3	$649K	Sell	2,161 -12	-0.6%	-$3.65K	0.17%	111
2025 Q2	$635K	Sell	2,173 -82	-4%	-$25.3K	0.17%	108
2025 Q1	$705K	Sell	2,255 -898	-28%	-$269K	0.21%	97
2024 Q4	$914K	Sell	3,153 -41	-1%	-$12.2K	0.28%	72
2024 Q3	$973K	Buy	3,194 +20	+0.6%	+$5.51K	0.29%	72
2024 Q2	$794K	Buy	3,174 +114	+4%	+$30.2K	0.26%	80
2024 Q1	$863K	Buy	3,060 +6	+0.2%	+$1.75K	0.31%	71
2023 Q4	$906K	Sell	3,054 -139	-4%	-$37.8K	0.37%	60
2023 Q3	$841K	Buy	3,193 +9	+0.3%	+$2.57K	0.37%	66
2023 Q2	$950K	Buy	3,184 +5	+0.2%	+$1.45K	0.41%	49
2023 Q1	$889K	Buy	3,179 +650	+26%	+$174K	0.41%	50
2022 Q4	$667K	Buy	+2,529	New	+$667K	0.35%	70

Other funds holding MCD

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return