Atlantic Edge Private Wealth Management
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Atlantic Edge Private Wealth Management’s McDonald's MCD Stock Holding History

Atlantic Edge Private 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 		$49K Sell
212
-250
-54% -$65.8K 0.01% 253
2026
Q2 		$125K Buy
462
+5
+1% +$1.43K 0.03% 175
2026
Q1 		$142K Buy
457
+135
+42% +$43K 0.03% 154
2025
Q4 		$98.4K Buy
322
+130
+68% +$39.8K 0.02% 173
2025
Q3 		$58.3K Hold
192
– – 0.02% 206
2025
Q2 		$56.1K Buy
192
+8
+4% +$2.47K 0.02% 202
2025
Q1 		$57.5K Hold
184
– – 0.02% 190
2024
Q4 		$53.3K Hold
184
– – 0.02% 195
2024
Q3 		$56K Buy
184
+54
+42% +$14.9K 0.02% 196
2024
Q2 		$33.1K Hold
130
– – 0.01% 218
2024
Q1 		$36.7K Hold
130
– – 0.01% 211
2023
Q4 		$38.5K Buy
+130
New +$35.4K 0.02% 199

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

Atlantic Edge Private Wealth Management's MCD Position: Q3 2026 in Review

Atlantic Edge Private Wealth Management reduced its McDonald's (MCD) stake by 54% in Q3 2026, selling an estimated $65.8K and leaving 212 shares worth $49K. The position accounts for 0.01% of the portfolio, ranked #253.

Atlantic Edge Private Wealth Management first reported a position in MCD in Q4 2023 and has held it in 12 quarters since. The position peaked at $142K in Q1 2026. 2,914 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Atlantic Edge Private Wealth Management held 212 shares of McDonald's worth $49K as of Q3 2026.
  • Atlantic Edge Private Wealth Management sold 250 McDonald's shares in Q3 2026, an estimated $65.8K.
  • McDonald's made up 0.01% of Atlantic Edge Private Wealth Management's portfolio in Q3 2026, its #253 holding.
  • Atlantic Edge Private Wealth Management first reported a position in McDonald's in Q4 2023 and has held it in 12 quarters since.
  • Atlantic Edge Private Wealth Management's McDonald's position peaked at $142K in Q1 2026.
  • 2,914 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.