Innovative Wealth Building
MCD icon

Innovative Wealth Building’s McDonald's MCD Stock Holding History

Innovative Wealth Building’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 		$419K Buy
1,813
+4
+0.2% +$1.05K 0.23% 50
2026
Q2 		$489K Buy
1,809
+5
+0.3% +$1.43K 0.28% 44
2026
Q1 		$561K Buy
1,804
+10
+0.6% +$3.19K 0.39% 40
2025
Q4 		$548K Buy
1,794
+10
+0.6% +$3.06K 0.4% 37
2025
Q3 		$542K Buy
1,784
+10
+0.6% +$3.04K 0.42% 37
2025
Q2 		$518K Buy
1,774
+16
+0.9% +$4.93K 0.43% 36
2025
Q1 		$549K Buy
1,758
+46
+3% +$13.8K 0.51% 33
2024
Q4 		$496K Buy
+1,712
New +$511K 0.45% 33

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

Innovative Wealth Building's MCD Position: Q3 2026 in Review

Innovative Wealth Building increased its McDonald's (MCD) stake by 0.22% in Q3 2026, buying an estimated $1.05K and bringing the position to 1,813 shares worth $419K. The position accounts for 0.23% of the portfolio, ranked #50.

Innovative Wealth Building first reported a position in MCD in Q4 2024 and has held it in 8 quarters since. The position peaked at $561K in Q1 2026. 2,914 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Innovative Wealth Building held 1,813 shares of McDonald's worth $419K as of Q3 2026.
  • Innovative Wealth Building bought 4 McDonald's shares in Q3 2026, an estimated $1.05K.
  • McDonald's made up 0.23% of Innovative Wealth Building's portfolio in Q3 2026, its #50 holding.
  • Innovative Wealth Building first reported a position in McDonald's in Q4 2024 and has held it in 8 quarters since.
  • Innovative Wealth Building's McDonald's position peaked at $561K in Q1 2026.
  • 2,914 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

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