Flywheel Private Wealth
MCD icon

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

Flywheel 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 		– Sell
-813
Closed -$220K – 115
2026
Q2 		$220K Hold
813
– – 0.11% 106
2026
Q1 		$253K Hold
813
– – 0.14% 87
2025
Q4 		$248K Hold
813
– – 0.16% 75
2025
Q3 		$247K Hold
813
– – 0.19% 70
2025
Q2 		$238K Buy
+813
New +$251K 0.19% 72
2025
Q1 		– Sell
-888
Closed -$257K – 85
2024
Q4 		$257K Buy
+888
New +$265K 0.24% 71

Other funds holding MCD

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 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
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Flywheel Private Wealth sold out of McDonald's (MCD) in Q3 2026, closing a stake of 813 shares — an estimated $220K sold.

Flywheel Private Wealth first reported a position in MCD in Q4 2024 and held it in 6 quarters. The position peaked at $257K in Q4 2024. 2,019 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Flywheel Private Wealth reported no remaining McDonald's position as of Q3 2026 after selling out during the quarter.
  • Flywheel Private Wealth sold 813 McDonald's shares in Q3 2026, an estimated $220K.
  • Flywheel Private Wealth first reported a position in McDonald's in Q4 2024 and held it in 6 quarters.
  • Flywheel Private Wealth's McDonald's position peaked at $257K in Q4 2024.
  • 2,019 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Flywheel Private Wealth's 13F filing for Q3 2026, filed 2 Nov 2026.