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Aaron Wealth Advisors’s McDonald's MCD Stock Holding History

Aaron Wealth Advisors’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 		$1.22M Sell
5,277
-2,471
-32% -$650K 0.06% 205
2026
Q2 		$2.09M Sell
7,748
-2,721
-26% -$780K 0.11% 121
2026
Q1 		$3.25M Sell
10,469
-1,055
-9% -$336K 0.18% 71
2025
Q4 		$3.52M Buy
11,524
+1,751
+18% +$536K 0.19% 70
2025
Q3 		$2.97M Buy
9,773
+4,123
+73% +$1.25M 0.18% 64
2025
Q2 		$1.65M Sell
5,650
-158
-3% -$48.7K 0.17% 80
2025
Q1 		$1.81M Buy
5,808
+237
+4% +$70.9K 0.21% 69
2024
Q4 		$1.61M Buy
5,571
+678
+14% +$202K 0.19% 73
2024
Q3 		$1.49M Buy
4,893
+208
+4% +$57.3K 0.18% 79
2024
Q2 		$1.19M Sell
4,685
-227
-5% -$60.2K 0.17% 82
2024
Q1 		$1.38M Buy
4,912
+790
+19% +$230K 0.2% 72
2023
Q4 		$1.22M Buy
4,122
+14
+0.3% +$3.81K 0.2% 65
2023
Q3 		$1.08M Sell
4,108
-14
-0.3% -$3.99K 0.14% 83
2023
Q2 		$1.23M Buy
4,122
+89
+2% +$25.9K 0.16% 85
2023
Q1 		$1.13M Sell
4,033
-244
-6% -$65.4K 0.16% 90
2022
Q4 		$1.13M Buy
4,277
+773
+22% +$204K 0.16% 89
2022
Q3 		$809K Buy
3,504
+273
+8% +$69.8K 0.15% 87
2022
Q2 		$797K Buy
3,231
+722
+29% +$178K 0.2% 70
2022
Q1 		$620K Sell
2,509
-347
-12% -$86.4K 0.14% 89
2021
Q4 		$765K Buy
2,856
+47
+2% +$11.9K 0.21% 69
2021
Q3 		$677K Buy
2,809
+134
+5% +$32K 0.19% 69
2021
Q2 		$617K Sell
2,675
-146
-5% -$34K 0.2% 75
2021
Q1 		$632K Sell
2,821
-38
-1% -$8.13K 0.23% 67
2020
Q4 		$613K Buy
+2,859
New +$622K 0.22% 62

Other funds holding MCD

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
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Park National Corp
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
MassMutual Private Wealth & Trust
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

Aaron Wealth Advisors's MCD Position: Q3 2026 in Review

Aaron Wealth Advisors reduced its McDonald's (MCD) stake by 32% in Q3 2026, selling an estimated $650K and leaving 5,277 shares worth $1.22M. The position accounts for 0.06% of the portfolio, ranked #205.

Aaron Wealth Advisors first reported a position in MCD in Q4 2020 and has held it in 24 quarters since. The position peaked at $3.52M in Q4 2025. 387 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Aaron Wealth Advisors held 5,277 shares of McDonald's worth $1.22M as of Q3 2026.
  • Aaron Wealth Advisors sold 2,471 McDonald's shares in Q3 2026, an estimated $650K.
  • McDonald's made up 0.06% of Aaron Wealth Advisors's portfolio in Q3 2026, its #205 holding.
  • Aaron Wealth Advisors first reported a position in McDonald's in Q4 2020 and has held it in 24 quarters since.
  • Aaron Wealth Advisors's McDonald's position peaked at $3.52M in Q4 2025.
  • 387 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Aaron Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.