Acima Private Wealth’s McDonald's MCD Stock Holding History

Acima Private Wealth’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	$716K	Hold	3,101	–	–	0.21%	63
2026 Q2	$838K	Hold	3,101	–	–	0.24%	58
2026 Q1	$964K	Hold	3,101	–	–	0.3%	48
2025 Q4	$948K	Hold	3,101	–	–	0.29%	49
2025 Q3	$942K	Sell	3,101 -28	-0.9%	-$8.52K	0.3%	50
2025 Q2	$914K	Hold	3,129	–	–	0.31%	51
2025 Q1	$977K	Sell	3,129 -1,200	-28%	-$359K	0.35%	49
2024 Q4	$1.25M	Hold	4,329	–	–	0.42%	44
2024 Q3	$1.32M	Hold	4,329	–	–	0.44%	47
2024 Q2	$1.1M	Hold	4,329	–	–	0.41%	47
2024 Q1	$1.22M	Hold	4,329	–	–	0.45%	51
2023 Q4	$1.28M	Hold	4,329	–	–	0.5%	43
2023 Q3	$1.14M	Hold	4,329	–	–	0.51%	48
2023 Q2	$1.29M	Hold	4,329	–	–	0.62%	43
2023 Q1	$1.21M	Hold	4,329	–	–	0.59%	45
2022 Q4	$1.14M	Hold	4,329	–	–	0.58%	43
2022 Q3	$999K	Hold	4,329	–	–	0.51%	53
2022 Q2	$1.07M	Hold	4,329	–	–	0.53%	50
2022 Q1	$1.07M	Hold	4,329	–	–	0.49%	52
2021 Q4	$1.16M	Hold	4,329	–	–	0.5%	55
2021 Q3	$1.04M	Hold	4,329	–	–	0.48%	55
2021 Q2	$1M	Hold	4,329	–	–	0.46%	57
2021 Q1	$970K	Hold	4,329	–	–	0.48%	56
2020 Q4	$929K	Hold	4,329	–	–	0.48%	57
2020 Q3	$950K	Hold	4,329	–	–	0.57%	52
2020 Q2	$799K	Hold	4,329	–	–	0.52%	60
2020 Q1	$716K	Hold	4,329	–	–	0.55%	52
2019 Q4	$855K	Hold	4,329	–	–	0.59%	42
2019 Q3	$929K	Buy	4,329 +50	+1%	+$10.7K	0.71%	36
2019 Q2	$889K	Hold	4,279	–	–	0.7%	35
2019 Q1	$813K	Hold	4,279	–	–	0.7%	35
2018 Q4	$760K	Buy	+4,279	New	+$759K	0.74%	30

Other funds holding MCD

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

QPBE

Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Acima Private Wealth's MCD Position: Q3 2026 in Review

Acima Private Wealth held its McDonald's (MCD) position steady in Q3 2026 at 3,101 shares worth $716K. The position accounts for 0.21% of the portfolio, ranked #63.

Acima Private Wealth first reported a position in MCD in Q4 2018 and has held it in 32 quarters since. The position peaked at $1.32M in Q3 2024. 179 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

Acima Private Wealth held 3,101 shares of McDonald's worth $716K as of Q3 2026.
Acima Private Wealth left its McDonald's share count unchanged in Q3 2026.
McDonald's made up 0.21% of Acima Private Wealth's portfolio in Q3 2026, its #63 holding.
Acima Private Wealth first reported a position in McDonald's in Q4 2018 and has held it in 32 quarters since.
Acima Private Wealth's McDonald's position peaked at $1.32M in Q3 2024.
179 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Acima Private Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.