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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
Q2 		$1.93M Buy
7,151
+150
+2% +$43K 0.47% 50
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Accretive Wealth Partners's MCD Position: Q2 2026 in Review

Accretive Wealth Partners increased its McDonald's (MCD) stake by 2.1% in Q2 2026, buying an estimated $43K and bringing the position to 7,151 shares worth $1.93M. The position accounts for 0.47% of the portfolio, ranked #50.

Accretive Wealth Partners first reported a position in MCD in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.18M in Q1 2026. 3,461 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Accretive Wealth Partners held 7,151 shares of McDonald's worth $1.93M as of Q2 2026.
  • Accretive Wealth Partners bought 150 McDonald's shares in Q2 2026, an estimated $43K.
  • McDonald's made up 0.47% of Accretive Wealth Partners's portfolio in Q2 2026, its #50 holding.
  • Accretive Wealth Partners first reported a position in McDonald's in Q4 2020 and has held it in 23 quarters since.
  • Accretive Wealth Partners's McDonald's position peaked at $2.18M in Q1 2026.
  • 3,461 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Accretive Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.