Consilium Wealth Advisory’s McDonald's MCD Stock Holding History

Consilium Wealth Advisory’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	$350K	Buy	1,517 +153	+11%	+$40.3K	0.1%	85
2026 Q2	$369K	Sell	1,364 -92	-6%	-$26.4K	0.11%	86
2026 Q1	$453K	Buy	1,456 +59	+4%	+$18.8K	0.15%	76
2025 Q4	$427K	Hold	1,397	–	–	0.16%	72
2025 Q3	$425K	Buy	1,397 +63	+5%	+$19.2K	0.16%	74
2025 Q2	$390K	Hold	1,334	–	–	0.16%	74
2025 Q1	$417K	Buy	1,334 +33	+3%	+$9.9K	0.21%	69
2024 Q4	$377K	Hold	1,301	–	–	0.18%	69
2024 Q3	$396K	Hold	1,301	–	–	0.22%	63
2024 Q2	$332K	Hold	1,301	–	–	0.18%	68
2024 Q1	$367K	Sell	1,301 -66	-5%	-$19.2K	0.21%	64
2023 Q4	$405K	Hold	1,367	–	–	0.24%	64
2023 Q3	$360K	Hold	1,367	–	–	0.25%	63
2023 Q2	$408K	Hold	1,367	–	–	0.28%	61
2023 Q1	$382K	Hold	1,367	–	–	0.33%	58
2022 Q4	$360K	Hold	1,367	–	–	0.31%	60
2022 Q3	$315K	Hold	1,367	–	–	0.35%	55
2022 Q2	$337K	Hold	1,367	–	–	0.36%	59
2022 Q1	$338K	Hold	1,367	–	–	0.24%	69
2021 Q4	$366K	Buy	+1,367	New	+$345K	0.24%	69

Other funds holding MCD

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

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

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Consilium Wealth Advisory's MCD Position: Q3 2026 in Review

Consilium Wealth Advisory increased its McDonald's (MCD) stake by 11% in Q3 2026, buying an estimated $40.3K and bringing the position to 1,517 shares worth $350K. The position accounts for 0.1% of the portfolio, ranked #85.

Consilium Wealth Advisory first reported a position in MCD in Q4 2021 and has held it in 20 quarters since. The position peaked at $453K in Q1 2026. 2,296 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

Consilium Wealth Advisory held 1,517 shares of McDonald's worth $350K as of Q3 2026.
Consilium Wealth Advisory bought 153 McDonald's shares in Q3 2026, an estimated $40.3K.
McDonald's made up 0.1% of Consilium Wealth Advisory's portfolio in Q3 2026, its #85 holding.
Consilium Wealth Advisory first reported a position in McDonald's in Q4 2021 and has held it in 20 quarters since.
Consilium Wealth Advisory's McDonald's position peaked at $453K in Q1 2026.
2,296 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Consilium Wealth Advisory's 13F filing for Q3 2026, filed 14 Oct 2026.