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

Apollon 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 		$13.2M Buy
57,305
+1,589
+3% +$418K 0.15% 123
2026
Q2 		$15.1M Sell
55,716
-162
-0.3% -$46.5K 0.18% 107
2026
Q1 		$17.4M Sell
55,878
-66
-0.1% -$21K 0.28% 77
2025
Q4 		$17.1M Buy
55,944
+853
+2% +$261K 0.3% 68
2025
Q3 		$16.7M Buy
55,091
+444
+0.8% +$135K 0.3% 62
2025
Q2 		$16M Buy
54,647
+1,448
+3% +$446K 0.32% 59
2025
Q1 		$16.6M Buy
53,199
+3,428
+7% +$1.03M 0.37% 56
2024
Q4 		$14.4M Buy
49,771
+22,354
+82% +$6.67M 0.33% 62
2024
Q3 		$8.35M Sell
27,417
-827
-3% -$228K 0.24% 75
2024
Q2 		$7.2M Buy
28,244
+281
+1% +$74.5K 0.22% 77
2024
Q1 		$7.88M Buy
27,963
+40
+0.1% +$11.6K 0.25% 74
2023
Q4 		$8.28M Buy
27,923
+4,931
+21% +$1.34M 0.29% 68
2023
Q3 		$6.06M Sell
22,992
-724
-3% -$206K 0.3% 63
2023
Q2 		$7.08M Buy
23,716
+836
+4% +$243K 0.34% 55
2023
Q1 		$6.4M Buy
22,880
+214
+0.9% +$57.3K 0.39% 48
2022
Q4 		$5.97M Buy
22,666
+958
+4% +$253K 0.42% 45
2022
Q3 		$5.01M Buy
21,708
+250
+1% +$63.9K 0.41% 48
2022
Q2 		$5.3M Sell
21,458
-942
-4% -$232K 0.44% 41
2022
Q1 		$5.54M Sell
22,400
-1,979
-8% -$493K 0.39% 48
2021
Q4 		$6.54M Buy
24,379
+8,326
+52% +$2.1M 0.49% 38
2021
Q3 		$3.87M Buy
16,053
+5,168
+47% +$1.23M 0.53% 38
2021
Q2 		$2.51M Sell
10,885
-240
-2% -$55.8K 0.45% 44
2021
Q1 		$2.49M Sell
11,125
-11,887
-52% -$2.54M 0.48% 45
2020
Q4 		$4.94M Buy
23,012
+19,632
+581% +$4.27M 1.34% 16
2020
Q3 		$742K Buy
3,380
+288
+9% +$59.1K 0.33% 71
2020
Q2 		$570K Buy
3,092
+544
+21% +$100K 0.31% 49
2020
Q1 		$421K Buy
2,548
+240
+10% +$47.3K 0.43% 38
2019
Q4 		$477K Sell
2,308
-143
-6% -$28.4K 0.42% 38
2019
Q3 		$526K Buy
2,451
+2,078
+557% +$446K 0.55% 31
2019
Q2 		$77K Buy
+373
New +$73.9K 0.09% 76

Other funds holding MCD

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co Frankfurt, Germany $11.5B AUM 29.17% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

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

Apollon Wealth Management increased its McDonald's (MCD) stake by 2.9% in Q3 2026, buying an estimated $418K and bringing the position to 57,305 shares worth $13.2M. The position accounts for 0.15% of the portfolio, ranked #123.

Apollon Wealth Management first reported a position in MCD in Q2 2019 and has held it in 30 quarters since. The position peaked at $17.4M in Q1 2026. 1,472 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Apollon Wealth Management held 57,305 shares of McDonald's worth $13.2M as of Q3 2026.
  • Apollon Wealth Management bought 1,589 McDonald's shares in Q3 2026, an estimated $418K.
  • McDonald's made up 0.15% of Apollon Wealth Management's portfolio in Q3 2026, its #123 holding.
  • Apollon Wealth Management first reported a position in McDonald's in Q2 2019 and has held it in 30 quarters since.
  • Apollon Wealth Management's McDonald's position peaked at $17.4M in Q1 2026.
  • 1,472 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Apollon Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.