AWM
MCD icon

Accredited Wealth Management’s McDonald's MCD Stock Holding History

Accredited 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
2025
Q3 		$45.9K Sell
139
-12
-8% -$3.65K 0.03% 146
2025
Q2 		$44.1K Sell
151
-157
-51% -$48.4K 0.04% 145
2025
Q1 		$96.2K Hold
308
– – 0.08% 93
2024
Q4 		$89.3K Buy
+308
New +$91.8K 0.08% 107

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Accredited Wealth Management's MCD Position: Q3 2025 in Review

Accredited Wealth Management reduced its McDonald's (MCD) stake by 7.9% in Q3 2025, selling an estimated $3.65K and leaving 139 shares worth $45.9K. The position accounts for 0.03% of the portfolio, ranked #146.

Accredited Wealth Management first reported a position in MCD in Q4 2024 and has held it in 4 quarters since. The position peaked at $96.2K in Q1 2025. 3,416 funds tracked by Wall St. Rank hold MCD as of Q3 2025.

  • Accredited Wealth Management held 139 shares of McDonald's worth $45.9K as of Q3 2025.
  • Accredited Wealth Management sold 12 McDonald's shares in Q3 2025, an estimated $3.65K.
  • McDonald's made up 0.03% of Accredited Wealth Management's portfolio in Q3 2025, its #146 holding.
  • Accredited Wealth Management first reported a position in McDonald's in Q4 2024 and has held it in 4 quarters since.
  • Accredited Wealth Management's McDonald's position peaked at $96.2K in Q1 2025.
  • 3,416 funds tracked by Wall St. Rank held McDonald's as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.