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Aurora Private Wealth’s McDonald's MCD Stock Holding History

Aurora Private Wealth’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 		$801K Buy
3,467
+54
+2% +$14.2K 0.5% 51
2026
Q2 		$922K Sell
3,413
-376
-10% -$108K 0.59% 48
2026
Q1 		$1.16M Hold
3,789
– – 0.82% 34
2025
Q4 		$1.16M Buy
+3,789
New +$1.16M 0.76% 38
2025
Q2 		$1.16M Buy
3,973
+30
+0.8% +$9.25K 0.86% 28
2025
Q1 		$1.23M Buy
3,943
+10
+0.3% +$2.99K 0.98% 26
2024
Q4 		$1.14M Sell
3,933
-68
-2% -$20.3K 0.85% 31
2024
Q3 		$1.22M Sell
4,001
-41
-1% -$11.3K 0.96% 26
2024
Q2 		$1.03M Sell
4,042
-89
-2% -$23.6K 0.9% 27
2024
Q1 		$1.16M Sell
4,131
-33
-0.8% -$9.6K 1% 27
2023
Q4 		$1.24M Buy
4,164
+53
+1% +$14.4K 1.16% 16
2023
Q3 		$1.08M Buy
4,111
+97
+2% +$27.7K 1.2% 20
2023
Q2 		$1.2M Sell
4,014
-165
-4% -$47.9K 1.36% 16
2023
Q1 		$1.17M Buy
4,179
+5
+0.1% +$1.34K 1.25% 18
2022
Q4 		$1.1M Sell
4,174
-125
-3% -$33K 1.26% 20
2022
Q3 		$992K Buy
4,299
+44
+1% +$11.2K 0.46% 36
2022
Q2 		$1.05M Buy
4,255
+4
+0.1% +$985 0.47% 40
2022
Q1 		$1.05M Sell
4,251
-334
-7% -$83.2K 0.43% 44
2021
Q4 		$1.23M Sell
4,585
-30
-0.7% -$7.58K 0.53% 30
2021
Q3 		$1.11M Buy
4,615
+18
+0.4% +$4.3K 0.45% 46
2021
Q2 		$1.06M Buy
4,597
+12
+0.3% +$2.79K 0.43% 52
2021
Q1 		$1.03M Sell
4,585
-466
-9% -$100K 0.43% 50
2020
Q4 		$1.08M Sell
5,051
-19
-0.4% -$4.13K 0.46% 46
2020
Q3 		$1.11M Sell
5,070
-287
-5% -$58.9K 0.48% 38
2020
Q2 		$988K Sell
5,357
-3,414
-39% -$626K 0.45% 41
2020
Q1 		$1.45M Buy
8,771
+3,433
+64% +$676K 0.51% 43
2019
Q4 		$1.06M Buy
+5,338
New +$1.06M 0.37% 49

Other funds holding MCD

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 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
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
Citigroup
Citigroup New York $308B AUM 40.94% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Aurora Private Wealth's MCD Position: Q3 2026 in Review

Aurora Private Wealth increased its McDonald's (MCD) stake by 1.6% in Q3 2026, buying an estimated $14.2K and bringing the position to 3,467 shares worth $801K. The position accounts for 0.5% of the portfolio, ranked #51.

Aurora Private Wealth first reported a position in MCD in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.45M in Q1 2020. 1,904 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Aurora Private Wealth held 3,467 shares of McDonald's worth $801K as of Q3 2026.
  • Aurora Private Wealth bought 54 McDonald's shares in Q3 2026, an estimated $14.2K.
  • McDonald's made up 0.5% of Aurora Private Wealth's portfolio in Q3 2026, its #51 holding.
  • Aurora Private Wealth first reported a position in McDonald's in Q4 2019 and has held it in 27 quarters since.
  • Aurora Private Wealth's McDonald's position peaked at $1.45M in Q1 2020.
  • 1,904 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

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