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

LeConte 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 		$320K Buy
1,386
+7
+0.5% +$1.84K 0.17% 114
2026
Q2 		$373K Sell
1,379
-85
-6% -$24.4K 0.2% 89
2026
Q1 		$455K Buy
1,464
+53
+4% +$16.9K 0.29% 59
2025
Q4 		$431K Buy
1,411
+65
+5% +$19.9K 0.28% 56
2025
Q3 		$409K Buy
1,346
+303
+29% +$92.2K 0.27% 55
2025
Q2 		$305K Buy
1,043
+155
+17% +$47.8K 0.21% 63
2025
Q1 		$277K Buy
+888
New +$266K 0.18% 45

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

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

LeConte Wealth Management increased its McDonald's (MCD) stake by 0.51% in Q3 2026, buying an estimated $1.84K and bringing the position to 1,386 shares worth $320K. The position accounts for 0.17% of the portfolio, ranked #114.

LeConte Wealth Management first reported a position in MCD in Q1 2025 and has held it in 7 quarters since. The position peaked at $455K in Q1 2026. 2,305 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • LeConte Wealth Management held 1,386 shares of McDonald's worth $320K as of Q3 2026.
  • LeConte Wealth Management bought 7 McDonald's shares in Q3 2026, an estimated $1.84K.
  • McDonald's made up 0.17% of LeConte Wealth Management's portfolio in Q3 2026, its #114 holding.
  • LeConte Wealth Management first reported a position in McDonald's in Q1 2025 and has held it in 7 quarters since.
  • LeConte Wealth Management's McDonald's position peaked at $455K in Q1 2026.
  • 2,305 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on LeConte Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.