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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
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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Accurate Wealth Management's MCD Position: Q2 2026 in Review

Accurate Wealth Management increased its McDonald's (MCD) stake by 4.4% in Q2 2026, buying an estimated $113K and bringing the position to 9,309 shares worth $2.56M. The position accounts for 0.24% of the portfolio, ranked #96.

Accurate Wealth Management first reported a position in MCD in Q2 2021 and has held it in 21 quarters since. The position peaked at $4.03M in Q2 2023. 1,291 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Accurate Wealth Management held 9,309 shares of McDonald's worth $2.56M as of Q2 2026.
  • Accurate Wealth Management bought 393 McDonald's shares in Q2 2026, an estimated $113K.
  • McDonald's made up 0.24% of Accurate Wealth Management's portfolio in Q2 2026, its #96 holding.
  • Accurate Wealth Management first reported a position in McDonald's in Q2 2021 and has held it in 21 quarters since.
  • Accurate Wealth Management's McDonald's position peaked at $4.03M in Q2 2023.
  • 1,291 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.