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

Avaii 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 		$375K Hold
1,619
– – 0.11% 115
2026
Q2 		$438K Buy
1,619
+99
+7% +$28.4K 0.13% 104
2026
Q1 		$472K Sell
1,520
-98
-6% -$31.2K 0.16% 74
2025
Q4 		$494K Buy
1,618
+21
+1% +$6.43K 0.18% 75
2025
Q3 		$485K Buy
1,597
+362
+29% +$110K 0.18% 75
2025
Q2 		$361K Hold
1,235
– – 0.16% 82
2025
Q1 		$386K Buy
1,235
+11
+0.9% +$3.29K 0.21% 68
2024
Q4 		$355K Sell
1,224
-22
-2% -$6.56K 0.17% 78
2024
Q3 		$380K Sell
1,246
-28
-2% -$7.72K 0.19% 74
2024
Q2 		$325K Sell
1,274
-2
-0.2% -$531 0.18% 101
2024
Q1 		$360K Sell
1,276
-2
-0.2% -$582 0.21% 87
2023
Q4 		$379K Sell
1,278
-12
-0.9% -$3.27K 0.25% 91
2023
Q3 		$340K Sell
1,290
-58
-4% -$16.5K 0.26% 85
2023
Q2 		$402K Buy
1,348
+47
+4% +$13.7K 0.31% 77
2023
Q1 		$364K Buy
1,301
+6
+0.5% +$1.61K 0.32% 74
2022
Q4 		$341K Sell
1,295
-5
-0.4% -$1.32K 0.31% 82
2022
Q3 		$300K Buy
1,300
+40
+3% +$10.2K 0.31% 76
2022
Q2 		$311K Hold
1,260
– – 0.33% 69
2022
Q1 		$312K Sell
1,260
-16
-1% -$3.99K 0.29% 72
2021
Q4 		$342K Buy
+1,276
New +$322K 0.34% 66

Other funds holding MCD

Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

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

Avaii Wealth Management held its McDonald's (MCD) position steady in Q3 2026 at 1,619 shares worth $375K. The position accounts for 0.11% of the portfolio, ranked #115.

Avaii Wealth Management first reported a position in MCD in Q4 2021 and has held it in 20 quarters since. The position peaked at $494K in Q4 2025. 1,046 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Avaii Wealth Management held 1,619 shares of McDonald's worth $375K as of Q3 2026.
  • Avaii Wealth Management left its McDonald's share count unchanged in Q3 2026.
  • McDonald's made up 0.11% of Avaii Wealth Management's portfolio in Q3 2026, its #115 holding.
  • Avaii Wealth Management first reported a position in McDonald's in Q4 2021 and has held it in 20 quarters since.
  • Avaii Wealth Management's McDonald's position peaked at $494K in Q4 2025.
  • 1,046 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Avaii Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.