Altus Wealth Group
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Altus Wealth Group’s McDonald's MCD Stock Holding History

Altus Wealth Group’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 		$249K Sell
1,079
-87
-7% -$22.9K 0.09% 118
2026
Q2 		$315K Buy
1,166
+77
+7% +$22.1K 0.11% 108
2026
Q1 		$338K Buy
1,089
+69
+7% +$22K 0.14% 100
2025
Q4 		$312K Sell
1,020
-2
-0.2% -$613 0.12% 104
2025
Q3 		$311K Sell
1,022
-1
-0.1% -$304 0.13% 106
2025
Q2 		$299K Buy
1,023
+4
+0.4% +$1.23K 0.13% 101
2025
Q1 		$318K Sell
1,019
-2,232
-69% -$668K 0.15% 103
2024
Q4 		$942K Sell
3,251
-178
-5% -$53.1K 0.42% 52
2024
Q3 		$1.04M Buy
3,429
+298
+10% +$82.1K 0.45% 49
2024
Q2 		$798K Sell
3,131
-201
-6% -$53.3K 0.4% 58
2024
Q1 		$940K Buy
3,332
+92
+3% +$26.8K 0.47% 54
2023
Q4 		$961K Buy
3,240
+205
+7% +$55.8K 0.53% 45
2023
Q3 		$800K Sell
3,035
-38
-1% -$10.8K 0.51% 50
2023
Q2 		$917K Buy
3,073
+18
+0.6% +$5.23K 0.56% 40
2023
Q1 		$854K Sell
3,055
-603
-16% -$162K 0.58% 44
2022
Q4 		$964K Sell
3,658
-367
-9% -$96.8K 0.73% 33
2022
Q3 		$971K Hold
4,025
– – 0.97% 25
2022
Q2 		$971K Sell
4,025
-72
-2% -$17.7K 0.97% 25
2022
Q1 		$1.01M Buy
4,097
+69
+2% +$17.2K 0.83% 28
2021
Q4 		$1.08M Buy
4,028
+3
+0.1% +$757 0.89% 25
2021
Q3 		$971K Buy
4,025
+1,298
+48% +$310K 0.97% 25
2021
Q2 		$630K Buy
2,727
+9
+0.3% +$2.09K 0.62% 38
2021
Q1 		$636K Buy
2,718
+9
+0.3% +$1.92K 0.63% 36
2020
Q4 		$581K Buy
+2,709
New +$589K 0.56% 37

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

Altus Wealth Group's MCD Position: Q3 2026 in Review

Altus Wealth Group reduced its McDonald's (MCD) stake by 7.5% in Q3 2026, selling an estimated $22.9K and leaving 1,079 shares worth $249K. The position accounts for 0.09% of the portfolio, ranked #118.

Altus Wealth Group first reported a position in MCD in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.08M in Q4 2021. 2,151 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Altus Wealth Group held 1,079 shares of McDonald's worth $249K as of Q3 2026.
  • Altus Wealth Group sold 87 McDonald's shares in Q3 2026, an estimated $22.9K.
  • McDonald's made up 0.09% of Altus Wealth Group's portfolio in Q3 2026, its #118 holding.
  • Altus Wealth Group first reported a position in McDonald's in Q4 2020 and has held it in 24 quarters since.
  • Altus Wealth Group's McDonald's position peaked at $1.08M in Q4 2021.
  • 2,151 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

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