HORAN Wealth
MCD icon

HORAN Wealth’s McDonald's MCD Stock Holding History

HORAN 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 		$467K Buy
2,023
+408
+25% +$107K 0.05% 172
2026
Q2 		$436K Sell
1,615
-1,411
-47% -$405K 0.05% 154
2026
Q1 		$930K Buy
3,026
+1,358
+81% +$433K 0.09% 105
2025
Q4 		$510K Buy
1,668
+62
+4% +$19K 0.08% 119
2025
Q3 		$488K Buy
1,606
+902
+128% +$275K 0.08% 134
2025
Q2 		$206K Buy
+704
New +$217K 0.06% 118

Other funds holding MCD

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

HORAN Wealth's MCD Position: Q3 2026 in Review

HORAN Wealth increased its McDonald's (MCD) stake by 25% in Q3 2026, buying an estimated $107K and bringing the position to 2,023 shares worth $467K. The position accounts for 0.05% of the portfolio, ranked #172.

HORAN Wealth first reported a position in MCD in Q2 2025 and has held it in 6 quarters since. The position peaked at $930K in Q1 2026. 2,914 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • HORAN Wealth held 2,023 shares of McDonald's worth $467K as of Q3 2026.
  • HORAN Wealth bought 408 McDonald's shares in Q3 2026, an estimated $107K.
  • McDonald's made up 0.05% of HORAN Wealth's portfolio in Q3 2026, its #172 holding.
  • HORAN Wealth first reported a position in McDonald's in Q2 2025 and has held it in 6 quarters since.
  • HORAN Wealth's McDonald's position peaked at $930K in Q1 2026.
  • 2,914 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on HORAN Wealth's 13F filing for Q3 2026, filed 12 Nov 2026.