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

Activest 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 		– Sell
-41
Closed -$11.1K – 1245
2026
Q2 		$11.1K Sell
41
-764
-95% -$219K ﹤0.01% 560
2026
Q1 		$250K Buy
805
+239
+42% +$76.1K 0.04% 127
2025
Q4 		$173K Buy
566
+418
+282% +$128K 0.03% 164
2025
Q3 		$45K Buy
148
+6
+4% +$1.83K 0.01% 277
2025
Q2 		$41.5K Sell
142
-128
-47% -$39.5K 0.01% 230
2025
Q1 		$84.3K Buy
270
+139
+106% +$41.6K 0.02% 147
2024
Q4 		$37.9K Sell
131
-9
-6% -$2.68K 0.01% 197
2024
Q3 		$42.6K Buy
140
+13
+10% +$3.58K 0.01% 184
2024
Q2 		$32.3K Buy
+127
New +$33.7K 0.01% 209
2022
Q1 		– Sell
-191
Closed -$51K – 357
2021
Q4 		$51K Sell
191
-420
-69% -$106K 0.03% 107
2021
Q3 		$147K Buy
611
+349
+133% +$83.3K 0.1% 58
2021
Q2 		$61K Sell
262
-358
-58% -$83.3K 0.05% 92
2021
Q1 		$139K Buy
+620
New +$133K 0.11% 57

Other funds holding MCD

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Activest Wealth Management sold out of McDonald's (MCD) in Q3 2026, closing a stake of 41 shares — an estimated $11.1K sold.

Activest Wealth Management first reported a position in MCD in Q1 2021 and held it in 13 quarters. The position peaked at $250K in Q1 2026. 2,019 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Activest Wealth Management reported no remaining McDonald's position as of Q3 2026 after selling out during the quarter.
  • Activest Wealth Management sold 41 McDonald's shares in Q3 2026, an estimated $11.1K.
  • Activest Wealth Management first reported a position in McDonald's in Q1 2021 and held it in 13 quarters.
  • Activest Wealth Management's McDonald's position peaked at $250K in Q1 2026.
  • 2,019 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.