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

Angeles 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 		$1.48M Sell
6,399
-162
-2% -$42.6K 0.07% 112
2026
Q2 		$1.77M Sell
6,561
-732
-10% -$210K 0.08% 102
2026
Q1 		$2.27M Buy
7,293
+323
+5% +$103K 0.12% 71
2025
Q4 		$2.13M Buy
6,970
+3,139
+82% +$961K 0.12% 69
2025
Q3 		$1.16M Sell
3,831
-26
-0.7% -$7.91K 0.07% 100
2025
Q2 		$1.13M Buy
3,857
+277
+8% +$85.4K 0.08% 96
2025
Q1 		$1.12M Buy
3,580
+36
+1% +$10.8K 0.09% 82
2024
Q4 		$1.03M Buy
3,544
+164
+5% +$48.9K 0.08% 86
2024
Q3 		$1.03M Buy
3,380
+375
+12% +$103K 0.09% 77
2024
Q2 		$766K Buy
3,005
+159
+6% +$42.2K 0.07% 93
2024
Q1 		$802K Buy
2,846
+141
+5% +$41K 0.08% 87
2023
Q4 		$802K Buy
2,705
+153
+6% +$41.6K 0.1% 81
2023
Q3 		$672K Buy
2,552
+84
+3% +$24K 0.1% 76
2023
Q2 		$736K Buy
2,468
+1
+0% +$291 0.1% 87
2023
Q1 		$690K Buy
2,467
+19
+0.8% +$5.09K 0.1% 94
2022
Q4 		$645K Sell
2,448
-115
-4% -$30.3K 0.11% 95
2022
Q3 		$591K Buy
2,563
+6
+0.2% +$1.53K 0.12% 85
2022
Q2 		$631K Buy
2,557
+74
+3% +$18.2K 0.13% 86
2022
Q1 		$614K Buy
+2,483
New +$619K 0.12% 96

Other funds holding MCD

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $41.7B AUM 20.63% 1-Year Est. Return

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

Angeles Wealth Management reduced its McDonald's (MCD) stake by 2.5% in Q3 2026, selling an estimated $42.6K and leaving 6,399 shares worth $1.48M. The position accounts for 0.07% of the portfolio, ranked #112.

Angeles Wealth Management first reported a position in MCD in Q1 2022 and has held it in 19 quarters since. The position peaked at $2.27M in Q1 2026. 2,370 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Angeles Wealth Management held 6,399 shares of McDonald's worth $1.48M as of Q3 2026.
  • Angeles Wealth Management sold 162 McDonald's shares in Q3 2026, an estimated $42.6K.
  • McDonald's made up 0.07% of Angeles Wealth Management's portfolio in Q3 2026, its #112 holding.
  • Angeles Wealth Management first reported a position in McDonald's in Q1 2022 and has held it in 19 quarters since.
  • Angeles Wealth Management's McDonald's position peaked at $2.27M in Q1 2026.
  • 2,370 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Angeles Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.