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

Aprio 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 		$9.6M Buy
41,374
+3,840
+10% +$1.01M 0.44% 60
2026
Q2 		$10.1M Sell
37,534
-7,289
-16% -$2.09M 0.5% 50
2026
Q1 		$13.9M Buy
44,823
+41,121
+1,111% +$13.1M 0.76% 35
2025
Q4 		$12.4M Buy
3,702
+1,045
+39% +$320K 0.71% 37
2025
Q3 		$807K Buy
2,657
+308
+13% +$93.7K 0.08% 146
2025
Q2 		$686K Sell
2,349
-459
-16% -$142K 0.08% 150
2025
Q1 		$877K Buy
2,808
+785
+39% +$235K 0.11% 118
2024
Q4 		$587K Buy
2,023
+264
+15% +$78.7K 0.09% 124
2024
Q3 		$536K Sell
1,759
-239
-12% -$65.9K 0.09% 122
2024
Q2 		$509K Buy
1,998
+69
+4% +$18.3K 0.09% 107
2024
Q1 		$544K Sell
1,929
-32
-2% -$9.31K 0.11% 97
2023
Q4 		$582K Buy
1,961
+578
+42% +$157K 0.13% 87
2023
Q3 		$364K Buy
1,383
+285
+26% +$81.3K 0.1% 100
2023
Q2 		$328K Buy
1,098
+177
+19% +$51.4K 0.09% 102
2023
Q1 		$257K Buy
921
+131
+17% +$35.1K 0.08% 116
2022
Q4 		$208K Buy
+790
New +$208K 0.07% 117

Other funds holding MCD

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

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

Aprio Wealth Management increased its McDonald's (MCD) stake by 10% in Q3 2026, buying an estimated $1.01M and bringing the position to 41,374 shares worth $9.6M. The position accounts for 0.44% of the portfolio, ranked #60.

Aprio Wealth Management first reported a position in MCD in Q4 2022 and has held it in 16 quarters since. The position peaked at $13.9M in Q1 2026. 2,914 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Aprio Wealth Management held 41,374 shares of McDonald's worth $9.6M as of Q3 2026.
  • Aprio Wealth Management bought 3,840 McDonald's shares in Q3 2026, an estimated $1.01M.
  • McDonald's made up 0.44% of Aprio Wealth Management's portfolio in Q3 2026, its #60 holding.
  • Aprio Wealth Management first reported a position in McDonald's in Q4 2022 and has held it in 16 quarters since.
  • Aprio Wealth Management's McDonald's position peaked at $13.9M in Q1 2026.
  • 2,914 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.