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WoodTrust Financial’s McDonald's MCD Stock Holding History

WoodTrust Financial’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 		$638K Sell
2,762
-5
-0.2% -$1.32K 0.08% 105
2026
Q2 		$747K Buy
2,767
+5
+0.2% +$1.43K 0.09% 100
2026
Q1 		$858K Sell
2,762
-50
-2% -$15.9K 0.11% 90
2025
Q4 		$859K Hold
2,812
– – 0.1% 99
2025
Q3 		$854K Hold
2,812
– – 0.1% 98
2025
Q2 		$821K Hold
2,812
– – 0.1% 92
2025
Q1 		$879K Sell
2,812
-150
-5% -$44.9K 0.12% 89
2024
Q4 		$859K Buy
2,962
+229
+8% +$68.3K 0.12% 88
2024
Q3 		$833K Hold
2,733
– – 0.12% 92
2024
Q2 		$696K Buy
2,733
+150
+6% +$39.8K 0.11% 99
2024
Q1 		$728K Buy
2,583
+7
+0.3% +$2.04K 0.12% 100
2023
Q4 		$764K Sell
2,576
-609
-19% -$166K 0.13% 91
2023
Q3 		$839K Sell
3,185
-37
-1% -$10.6K 0.16% 82
2023
Q2 		$962K Sell
3,222
-1,178
-27% -$342K 0.18% 83
2023
Q1 		$1.23M Hold
4,400
– – 0.24% 70
2022
Q4 		$1.16M Hold
4,400
– – 0.24% 66
2022
Q3 		$1.02M Sell
4,400
-1,501
-25% -$384K 0.23% 72
2022
Q2 		$1.46M Buy
5,901
+4,156
+238% +$1.02M 0.33% 52
2022
Q1 		$432K Sell
1,745
-411
-19% -$102K 0.09% 107
2021
Q4 		$578K Sell
2,156
-14,723
-87% -$3.72M 0.12% 87
2021
Q3 		$4.07M Buy
16,879
+1,937
+13% +$462K 0.96% 37
2021
Q2 		$3.45M Buy
14,942
+546
+4% +$127K 0.91% 37
2021
Q1 		$3.23M Buy
14,396
+938
+7% +$201K 0.95% 38
2020
Q4 		$2.89M Buy
13,458
+831
+7% +$181K 0.9% 35
2020
Q3 		$2.77M Buy
12,627
+229
+2% +$47K 1% 35
2020
Q2 		$2.29M Buy
12,398
+4,804
+63% +$881K 0.91% 38
2020
Q1 		$1.26M Buy
+7,594
New +$1.5M 0.59% 42

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

WoodTrust Financial's MCD Position: Q3 2026 in Review

WoodTrust Financial reduced its McDonald's (MCD) stake by 0.18% in Q3 2026, selling an estimated $1.32K and leaving 2,762 shares worth $638K. The position accounts for 0.08% of the portfolio, ranked #105.

WoodTrust Financial first reported a position in MCD in Q1 2020 and has held it in 27 quarters since. The position peaked at $4.07M in Q3 2021. 179 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • WoodTrust Financial held 2,762 shares of McDonald's worth $638K as of Q3 2026.
  • WoodTrust Financial sold 5 McDonald's shares in Q3 2026, an estimated $1.32K.
  • McDonald's made up 0.08% of WoodTrust Financial's portfolio in Q3 2026, its #105 holding.
  • WoodTrust Financial first reported a position in McDonald's in Q1 2020 and has held it in 27 quarters since.
  • WoodTrust Financial's McDonald's position peaked at $4.07M in Q3 2021.
  • 179 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on WoodTrust Financial's 13F filing for Q3 2026, filed 9 Oct 2026.