Impact Partnership Wealth
MCD icon

Impact Partnership Wealth’s McDonald's MCD Stock Holding History

Impact Partnership 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 		$1.14M Buy
4,949
+1,702
+52% +$448K 0.1% 142
2026
Q2 		$878K Buy
3,247
+2,257
+228% +$647K 0.09% 152
2026
Q1 		$308K Sell
990
-24
-2% -$7.65K 0.04% 270
2025
Q4 		$310K Buy
+1,014
New +$311K 0.04% 273
2024
Q2 		– Sell
-117
Closed -$33K – 490
2024
Q1 		$33K Sell
117
-15
-11% -$4.36K 0.01% 352
2023
Q4 		$39.2K Sell
132
-262
-66% -$71.3K 0.01% 360
2023
Q3 		$104K Buy
394
+326
+479% +$93K 0.03% 312
2023
Q2 		$20.3K Buy
+68
New +$19.8K 0.01% 337

Other funds holding MCD

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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

Impact Partnership Wealth's MCD Position: Q3 2026 in Review

Impact Partnership Wealth increased its McDonald's (MCD) stake by 52% in Q3 2026, buying an estimated $448K and bringing the position to 4,949 shares worth $1.14M. The position accounts for 0.1% of the portfolio, ranked #142.

Impact Partnership Wealth first reported a position in MCD in Q2 2023 and has held it in 8 quarters since. 2,305 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Impact Partnership Wealth held 4,949 shares of McDonald's worth $1.14M as of Q3 2026.
  • Impact Partnership Wealth bought 1,702 McDonald's shares in Q3 2026, an estimated $448K.
  • McDonald's made up 0.1% of Impact Partnership Wealth's portfolio in Q3 2026, its #142 holding.
  • Impact Partnership Wealth first reported a position in McDonald's in Q2 2023 and has held it in 8 quarters since.
  • 2,305 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Impact Partnership Wealth's 13F filing for Q3 2026, filed 9 Nov 2026.