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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Acima Private Wealth's MCD Position: Q2 2026 in Review

Acima Private Wealth held its McDonald's (MCD) position steady in Q2 2026 at 3,101 shares worth $838K. The position accounts for 0.24% of the portfolio, ranked #58.

Acima Private Wealth first reported a position in MCD in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.32M in Q3 2024. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Acima Private Wealth held 3,101 shares of McDonald's worth $838K as of Q2 2026.
Acima Private Wealth left its McDonald's share count unchanged in Q2 2026.
McDonald's made up 0.24% of Acima Private Wealth's portfolio in Q2 2026, its #58 holding.
Acima Private Wealth first reported a position in McDonald's in Q4 2018 and has held it in 31 quarters since.
Acima Private Wealth's McDonald's position peaked at $1.32M in Q3 2024.
3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Acima Private Wealth's 13F filing for Q2 2026, filed 6 Jul 2026.