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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → MCD
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC MCD Position History
McDonald's Corporation • Consumer Cyclical
Quarters held
10
Latest value
$95.1M
Q3 2026
Peak value
$127M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.4M |
| Q3 2025 | $126.3M |
| Q4 2025 | $1.5M |
| Q4 2025 | $127M |
| Q1 2026 | $1.3M |
| Q1 2026 | $76.4M |
| Q2 2026 | $1.9M |
| Q2 2026 | $81.2M |
| Q3 2026 | $1.5M |
| Q3 2026 | $95.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $95.1M | 407.8K | — | — |
| Q3 2026 | $1.5M | 12.0K | — | — |
| Q2 2026 | $81.2M | 299.9K | — | — |
| Q2 2026 | $1.9M | 14.2K | — | — |
| Q1 2026 | $76.4M | 253.1K | — | — |
| Q1 2026 | $1.3M | 10.7K | — | — |
| Q4 2025 | $127M | 419.5K | — | — |
| Q4 2025 | $1.5M | 11.4K | — | — |
| Q3 2025 | $126.3M | 426.4K | — | — |
| Q3 2025 | $1.4M | 11.1K | — | — |
Other funds holding MCD
$20.9B
$19.9B
$19.8B
$19.7B
$10.8B
$10.6B