AAFMAA Wealth Management & Trust’s McDonald's MCD Stock Holding History

AAFMAA Wealth Management & Trust’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	$284K	Hold	1,230	–	–	0.1%	88
2026 Q2	$332K	Hold	1,230	–	–	0.12%	85
2026 Q1	$382K	Hold	1,230	–	–	0.15%	81
2025 Q4	$376K	Hold	1,230	–	–	0.15%	79
2025 Q3	$374K	Hold	1,230	–	–	0.15%	80
2025 Q2	$359K	Hold	1,230	–	–	0.15%	80
2025 Q1	$384K	Hold	1,230	–	–	0.17%	76
2024 Q4	$357K	Sell	1,230 -100	-8%	-$29.8K	0.16%	65
2024 Q3	$405K	Hold	1,330	–	–	0.18%	64
2024 Q2	$339K	Hold	1,330	–	–	0.17%	70
2024 Q1	$375K	Hold	1,330	–	–	0.2%	59
2023 Q4	$394K	Hold	1,330	–	–	0.22%	51
2023 Q3	$350K	Sell	1,330 -895	-40%	-$255K	0.33%	43
2023 Q2	$664K	Hold	2,225	–	–	0.55%	39
2023 Q1	$622K	Hold	2,225	–	–	0.5%	40
2022 Q4	$586K	Sell	2,225 -125	-5%	-$33K	0.53%	39
2022 Q3	$542K	Buy	+2,350	New	+$601K	0.4%	49
2022 Q2	–	Sell	-2,400	Closed	-$593K	–	63
2022 Q1	$593K	Sell	2,400 -97	-4%	-$24.2K	0.27%	54
2021 Q4	$669K	Sell	2,497 -35	-1%	-$8.84K	0.29%	53
2021 Q3	$610K	Hold	2,532	–	–	0.29%	56
2021 Q2	$585K	Hold	2,532	–	–	0.27%	54
2021 Q1	$567K	Sell	2,532 -7,177	-74%	-$1.53M	0.27%	53
2020 Q4	$2.08M	Buy	+9,709	New	+$2.11M	1.01%	36

Other funds holding MCD

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

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

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 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

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

AAFMAA Wealth Management & Trust's MCD Position: Q3 2026 in Review

AAFMAA Wealth Management & Trust held its McDonald's (MCD) position steady in Q3 2026 at 1,230 shares worth $284K. The position accounts for 0.1% of the portfolio, ranked #88.

AAFMAA Wealth Management & Trust first reported a position in MCD in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.08M in Q4 2020. 1,046 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

AAFMAA Wealth Management & Trust held 1,230 shares of McDonald's worth $284K as of Q3 2026.
AAFMAA Wealth Management & Trust left its McDonald's share count unchanged in Q3 2026.
McDonald's made up 0.1% of AAFMAA Wealth Management & Trust's portfolio in Q3 2026, its #88 holding.
AAFMAA Wealth Management & Trust first reported a position in McDonald's in Q4 2020 and has held it in 23 quarters since.
AAFMAA Wealth Management & Trust's McDonald's position peaked at $2.08M in Q4 2020.
1,046 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on AAFMAA Wealth Management & Trust's 13F filing for Q3 2026, filed 14 Oct 2026.