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Accretive Wealth Partners’s McDonald's MCD Stock Holding History

Accretive Wealth Partners’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
Q1 		$2.18M Buy
7,001
+419
+6% +$133K 0.61% 46
2025
Q4 		$2.01M Sell
6,582
-249
-4% -$76.3K 0.6% 50
2025
Q3 		$2.08M Buy
6,831
+129
+2% +$39.3K 0.63% 49
2025
Q2 		$1.96M Buy
6,702
+95
+1% +$29.3K 0.64% 53
2025
Q1 		$2.09M Buy
6,607
+615
+10% +$184K 0.74% 41
2024
Q4 		$1.74M Sell
5,992
-34
-0.6% -$10.1K 0.74% 42
2024
Q3 		$1.84M Sell
6,026
-187
-3% -$51.5K 0.77% 42
2024
Q2 		$1.58M Buy
6,213
+73
+1% +$19.4K 0.66% 47
2024
Q1 		$1.66M Buy
6,140
+4
+0.1% +$1.16K 0.73% 41
2023
Q4 		$1.82M Sell
6,136
-40
-0.6% -$10.9K 0.87% 34
2023
Q3 		$1.63M Buy
6,176
+45
+0.7% +$12.8K 0.97% 27
2023
Q2 		$1.83M Buy
6,131
+93
+2% +$27K 1.08% 23
2023
Q1 		$1.69M Buy
6,038
+32
+0.5% +$8.57K 1.08% 22
2022
Q4 		$1.58M Buy
6,006
+65
+1% +$17.1K 1.09% 24
2022
Q3 		$1.37M Sell
5,941
-23
-0.4% -$5.88K 1.04% 30
2022
Q2 		$1.47M Buy
5,964
+139
+2% +$34.2K 1.07% 28
2022
Q1 		$1.44M Buy
5,825
+116
+2% +$28.9K 0.9% 33
2021
Q4 		$1.53M Buy
5,709
+168
+3% +$42.4K 0.97% 29
2021
Q3 		$1.34M Buy
5,541
+194
+4% +$46.3K 0.94% 31
2021
Q2 		$1.24M Buy
5,347
+595
+13% +$138K 0.89% 34
2021
Q1 		$1.06M Buy
4,752
+151
+3% +$32.3K 0.96% 33
2020
Q4 		$987K Buy
+4,601
New +$1M 0.98% 31

Other funds holding MCD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Accretive Wealth Partners's MCD Position: Q1 2026 in Review

Accretive Wealth Partners increased its McDonald's (MCD) stake by 6.4% in Q1 2026, buying an estimated $133K and bringing the position to 7,001 shares worth $2.18M. The position accounts for 0.61% of the portfolio, ranked #46.

Accretive Wealth Partners first reported a position in MCD in Q4 2020 and has held it in 22 quarters since. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Accretive Wealth Partners held 7,001 shares of McDonald's worth $2.18M as of Q1 2026.
  • Accretive Wealth Partners bought 419 McDonald's shares in Q1 2026, an estimated $133K.
  • McDonald's made up 0.61% of Accretive Wealth Partners's portfolio in Q1 2026, its #46 holding.
  • Accretive Wealth Partners first reported a position in McDonald's in Q4 2020 and has held it in 22 quarters since.
  • 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Accretive Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.