Accel Wealth Management
MCD icon

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
Q3 		$257K Sell
1,114
-8
-0.7% -$2.11K 0.06% 249
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Accel Wealth Management's MCD Position: Q3 2026 in Review

Accel Wealth Management reduced its McDonald's (MCD) stake by 0.71% in Q3 2026, selling an estimated $2.11K and leaving 1,114 shares worth $257K. The position accounts for 0.06% of the portfolio, ranked #249.

Accel Wealth Management first reported a position in MCD in Q4 2020 and has held it in 23 quarters since. The position peaked at $386K in Q4 2025. 2,305 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Accel Wealth Management held 1,114 shares of McDonald's worth $257K as of Q3 2026.
  • Accel Wealth Management sold 8 McDonald's shares in Q3 2026, an estimated $2.11K.
  • McDonald's made up 0.06% of Accel Wealth Management's portfolio in Q3 2026, its #249 holding.
  • Accel Wealth Management first reported a position in McDonald's in Q4 2020 and has held it in 23 quarters since.
  • Accel Wealth Management's McDonald's position peaked at $386K in Q4 2025.
  • 2,305 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Accel Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.