World Equity Group
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World Equity Group’s McDonald's MCD Stock Holding History

World Equity 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 		$678K Sell
2,935
-2,991
-50% -$787K 0.28% 75
2026
Q2 		$1.6M Sell
5,926
-180
-3% -$51.6K 0.36% 58
2026
Q1 		$1.9M Buy
6,106
+256
+4% +$81.6K 0.49% 38
2025
Q4 		$1.79M Sell
5,850
-26
-0.4% -$7.96K 0.5% 37
2025
Q3 		$1.79M Sell
5,876
-6,170
-51% -$1.88M 0.41% 53
2025
Q2 		$3.52M Buy
12,046
+5,900
+96% +$1.82M 0.96% 19
2025
Q1 		$1.91M Sell
6,146
-5,276
-46% -$1.58M 0.55% 39
2024
Q4 		$3.31M Buy
11,422
+5,492
+93% +$1.64M 0.71% 36
2024
Q3 		$1.81M Sell
5,930
-216
-4% -$59.5K 0.65% 38
2024
Q2 		$1.57M Sell
6,146
-6,078
-50% -$1.61M 0.47% 58
2024
Q1 		$3.45M Sell
12,224
-362
-3% -$105K 0.71% 31
2023
Q4 		$3.73M Buy
12,586
+1,054
+9% +$287K 0.75% 27
2023
Q3 		$3.04M Buy
11,532
+5,796
+101% +$1.65M 0.63% 30
2023
Q2 		$1.71M Buy
+5,736
New +$1.67M 0.5% 45
2023
Q1 		– Sell
-6,351
Closed -$1.67M – 559
2022
Q4 		$1.67M Buy
6,351
+1,307
+26% +$345K 0.4% 71
2022
Q3 		$1.16M Sell
5,044
-8
-0.2% -$2.04K 0.29% 87
2022
Q2 		$1.25M Buy
5,052
+2,257
+81% +$556K 0.31% 89
2022
Q1 		$691K Buy
+2,795
New +$696K 0.15% 169

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

World Equity Group's MCD Position: Q3 2026 in Review

World Equity Group reduced its McDonald's (MCD) stake by 50% in Q3 2026, selling an estimated $787K and leaving 2,935 shares worth $678K. The position accounts for 0.28% of the portfolio, ranked #75.

World Equity Group first reported a position in MCD in Q1 2022 and has held it in 18 quarters since. The position peaked at $3.73M in Q4 2023. 809 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • World Equity Group held 2,935 shares of McDonald's worth $678K as of Q3 2026.
  • World Equity Group sold 2,991 McDonald's shares in Q3 2026, an estimated $787K.
  • McDonald's made up 0.28% of World Equity Group's portfolio in Q3 2026, its #75 holding.
  • World Equity Group first reported a position in McDonald's in Q1 2022 and has held it in 18 quarters since.
  • World Equity Group's McDonald's position peaked at $3.73M in Q4 2023.
  • 809 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

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