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

Accurate 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 		$2.75M Buy
11,664
+2,355
+25% +$620K 0.24% 88
2026
Q2 		$2.56M Buy
9,309
+393
+4% +$113K 0.24% 96
2026
Q1 		$2.73M Buy
8,916
+1,184
+15% +$377K 0.33% 63
2025
Q4 		$2.38M Buy
7,732
+117
+2% +$35.8K 0.3% 70
2025
Q3 		$2.32M Buy
7,615
+480
+7% +$146K 0.31% 80
2025
Q2 		$2.13M Buy
7,135
+989
+16% +$305K 0.33% 80
2025
Q1 		$1.9M Buy
6,146
+302
+5% +$90.3K 0.36% 71
2024
Q4 		$1.65M Buy
5,844
+266
+5% +$79.3K 0.32% 77
2024
Q3 		$1.75M Sell
5,578
-127
-2% -$35K 0.35% 73
2024
Q2 		$1.44M Buy
5,705
+1,192
+26% +$316K 0.34% 76
2024
Q1 		$1.23M Sell
4,513
-8,619
-66% -$2.51M 0.36% 72
2023
Q4 		$3.86M Buy
13,132
+7,523
+134% +$2.05M 1.2% 18
2023
Q3 		$1.41M Sell
5,609
-8,057
-59% -$2.3M 0.44% 63
2023
Q2 		$4.03M Buy
13,666
+9,414
+221% +$2.74M 1.26% 14
2023
Q1 		$1.21M Buy
4,252
+405
+11% +$109K 0.42% 69
2022
Q4 		$1.03M Buy
3,847
+296
+8% +$78.1K 0.38% 60
2022
Q3 		$872K Buy
3,551
+430
+14% +$110K 0.36% 59
2022
Q2 		$778K Sell
3,121
-5,689
-65% -$1.4M 0.42% 50
2022
Q1 		$2.18M Buy
8,810
+4,889
+125% +$1.22M 0.98% 16
2021
Q4 		$1M Buy
3,921
+300
+8% +$75.7K 0.82% 24
2021
Q3 		$873K Buy
3,621
+1,598
+79% +$381K 0.76% 31
2021
Q2 		$467K Buy
+2,023
New +$471K 0.41% 62

Other funds holding MCD

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
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
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $41.7B AUM 20.63% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

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

Accurate Wealth Management increased its McDonald's (MCD) stake by 25% in Q3 2026, buying an estimated $620K and bringing the position to 11,664 shares worth $2.75M. The position accounts for 0.24% of the portfolio, ranked #88.

Accurate Wealth Management first reported a position in MCD in Q2 2021 and has held it in 22 quarters since. The position peaked at $4.03M in Q2 2023. 2,343 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Accurate Wealth Management held 11,664 shares of McDonald's worth $2.75M as of Q3 2026.
  • Accurate Wealth Management bought 2,355 McDonald's shares in Q3 2026, an estimated $620K.
  • McDonald's made up 0.24% of Accurate Wealth Management's portfolio in Q3 2026, its #88 holding.
  • Accurate Wealth Management first reported a position in McDonald's in Q2 2021 and has held it in 22 quarters since.
  • Accurate Wealth Management's McDonald's position peaked at $4.03M in Q2 2023.
  • 2,343 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.