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

Horizon 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 		$462K Buy
2,000
+30
+2% +$7.9K 0.06% 99
2026
Q2 		$532K Buy
1,970
+3
+0.2% +$860 0.07% 89
2026
Q1 		$611K Buy
1,967
+164
+9% +$52.2K 0.09% 75
2025
Q4 		$551K Buy
1,803
+16
+0.9% +$4.9K 0.09% 71
2025
Q3 		$543K Sell
1,787
-793
-31% -$241K 0.08% 71
2025
Q2 		$754K Sell
2,580
-27
-1% -$8.32K 0.13% 42
2025
Q1 		$814K Sell
2,607
-12
-0.5% -$3.59K 0.14% 36
2024
Q4 		$759K Buy
2,619
+7
+0.3% +$2.09K 0.13% 39
2024
Q3 		$795K Buy
2,612
+3
+0.1% +$827 0.16% 38
2024
Q2 		$665K Sell
2,609
-1,142
-30% -$303K 0.16% 33
2024
Q1 		$1.06M Buy
3,751
+1,343
+56% +$391K 0.28% 28
2023
Q4 		$714K Buy
2,408
+114
+5% +$31K 0.2% 33
2023
Q3 		$604K Sell
2,294
-15
-0.6% -$4.28K 0.24% 31
2023
Q2 		$689K Buy
2,309
+63
+3% +$18.3K 0.27% 29
2023
Q1 		$628K Buy
2,246
+6
+0.3% +$1.61K 0.47% 28
2022
Q4 		$590K Sell
2,240
-21
-0.9% -$5.54K 0.48% 25
2022
Q3 		$522K Sell
2,261
-384
-15% -$98.1K 0.38% 27
2022
Q2 		$653K Sell
2,645
-51
-2% -$12.6K 0.27% 44
2022
Q1 		$667K Sell
2,696
-52
-2% -$13K 0.21% 46
2021
Q4 		$737K Buy
+2,748
New +$694K 0.21% 47

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

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

Horizon Wealth Management increased its McDonald's (MCD) stake by 1.5% in Q3 2026, buying an estimated $7.9K and bringing the position to 2,000 shares worth $462K. The position accounts for 0.06% of the portfolio, ranked #99.

Horizon Wealth Management first reported a position in MCD in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.06M in Q1 2024. 2,151 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Horizon Wealth Management held 2,000 shares of McDonald's worth $462K as of Q3 2026.
  • Horizon Wealth Management bought 30 McDonald's shares in Q3 2026, an estimated $7.9K.
  • McDonald's made up 0.06% of Horizon Wealth Management's portfolio in Q3 2026, its #99 holding.
  • Horizon Wealth Management first reported a position in McDonald's in Q4 2021 and has held it in 20 quarters since.
  • Horizon Wealth Management's McDonald's position peaked at $1.06M in Q1 2024.
  • 2,151 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

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