AWM
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Accel Wealth Management’s McDonald's MCD Stock Holding History

Accel Wealth Management’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
Q2 		$303K Sell
1,122
-22
-2% -$6.31K 0.07% 218
2026
Q1 		$355K Sell
1,144
-119
-9% -$37.9K 0.09% 194
2025
Q4 		$386K Buy
1,263
+217
+21% +$66.5K 0.11% 178
2025
Q3 		$318K Sell
1,046
-51
-5% -$15.5K 0.09% 198
2025
Q2 		$320K Sell
1,097
-12
-1% -$3.7K 0.11% 190
2025
Q1 		$346K Buy
1,109
+12
+1% +$3.59K 0.13% 168
2024
Q4 		$318K Buy
1,097
+12
+1% +$3.58K 0.12% 177
2024
Q3 		$330K Buy
1,085
+238
+28% +$65.6K 0.12% 176
2024
Q2 		$216K Buy
847
+57
+7% +$15.1K 0.09% 216
2024
Q1 		$223K Hold
790
– – 0.09% 196
2023
Q4 		$234K Buy
+790
New +$215K 0.12% 166
2023
Q3 		– Sell
-727
Closed -$217K – 175
2023
Q2 		$217K Sell
727
-167
-19% -$48.5K 0.12% 155
2023
Q1 		$250K Buy
894
+1
+0.1% +$268 0.1% 185
2022
Q4 		$235K Buy
893
+45
+5% +$11.9K 0.11% 145
2022
Q3 		$202K Buy
848
+1
+0.1% +$256 0.11% 159
2022
Q2 		$216K Hold
847
– – 0.12% 140
2022
Q1 		$211K Buy
847
+1
+0.1% +$249 0.11% 146
2021
Q4 		$227K Buy
846
+1
+0.1% +$252 0.11% 152
2021
Q3 		$204K Buy
845
+1
+0.1% +$239 0.13% 129
2021
Q2 		$195K Sell
844
-99
-10% -$23K 0.13% 150
2021
Q1 		$212K Buy
943
+1
+0.1% +$214 0.17% 126
2020
Q4 		$202K Buy
+942
New +$205K 0.19% 120

Other funds holding MCD

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Accel Wealth Management's MCD Position: Q2 2026 in Review

Accel Wealth Management reduced its McDonald's (MCD) stake by 1.9% in Q2 2026, selling an estimated $6.31K and leaving 1,122 shares worth $303K. The position accounts for 0.07% of the portfolio, ranked #218.

Accel Wealth Management first reported a position in MCD in Q4 2020 and has held it in 22 quarters since. The position peaked at $386K in Q4 2025. 1,500 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Accel Wealth Management held 1,122 shares of McDonald's worth $303K as of Q2 2026.
  • Accel Wealth Management sold 22 McDonald's shares in Q2 2026, an estimated $6.31K.
  • McDonald's made up 0.07% of Accel Wealth Management's portfolio in Q2 2026, its #218 holding.
  • Accel Wealth Management first reported a position in McDonald's in Q4 2020 and has held it in 22 quarters since.
  • Accel Wealth Management's McDonald's position peaked at $386K in Q4 2025.
  • 1,500 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Accel Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.