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

Challenger 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	$241K	Buy	1,046 +7	+0.7%	+$1.84K	0.18%	59
2026 Q2	$281K	Sell	1,039 -14	-1%	-$4.01K	0.21%	56
2026 Q1	$327K	Sell	1,053 -124	-11%	-$39.5K	0.26%	53
2025 Q4	$360K	Buy	1,177 +6	+0.5%	+$1.84K	0.27%	49
2025 Q3	$356K	Sell	1,171 -77	-6%	-$23.4K	0.28%	49
2025 Q2	$365K	Sell	1,248 -145	-10%	-$44.7K	0.25%	64
2025 Q1	$435K	Buy	1,393 +12	+0.9%	+$3.59K	0.34%	54
2024 Q4	$400K	Buy	+1,381	New	+$412K	0.34%	56

Other funds holding MCD

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

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

Challenger Wealth Management increased its McDonald's (MCD) stake by 0.67% in Q3 2026, buying an estimated $1.84K and bringing the position to 1,046 shares worth $241K. The position accounts for 0.18% of the portfolio, ranked #59.

Challenger Wealth Management first reported a position in MCD in Q4 2024 and has held it in 8 quarters since. The position peaked at $435K in Q1 2025. 2,914 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

Challenger Wealth Management held 1,046 shares of McDonald's worth $241K as of Q3 2026.
Challenger Wealth Management bought 7 McDonald's shares in Q3 2026, an estimated $1.84K.
McDonald's made up 0.18% of Challenger Wealth Management's portfolio in Q3 2026, its #59 holding.
Challenger Wealth Management first reported a position in McDonald's in Q4 2024 and has held it in 8 quarters since.
Challenger Wealth Management's McDonald's position peaked at $435K in Q1 2025.
2,914 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Challenger Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.