Maia Wealth’s McDonald's MCD Stock Holding History

Maia 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	$204K	Sell	884 -200	-18%	-$52.6K	0.03%	343
2026 Q2	$293K	Buy	1,084 +150	+16%	+$43K	0.04%	295
2026 Q1	$290K	Sell	934 -1	-0.1%	-$319	0.05%	295
2025 Q4	$310K	Sell	935 -77	-8%	-$23.6K	0.05%	275
2025 Q3	$303K	Sell	1,012 -118	-10%	-$35.9K	0.05%	274
2025 Q2	$330K	Sell	1,130 -4	-0.4%	-$1.23K	0.06%	244
2025 Q1	$358K	Sell	1,134 -306	-21%	-$91.5K	0.08%	210
2024 Q4	$422K	Buy	1,440 +81	+6%	+$24.2K	0.09%	185
2024 Q3	$410K	Sell	1,359 -104	-7%	-$28.7K	0.1%	162
2024 Q2	$368K	Buy	+1,463	New	+$388K	0.11%	143
2023 Q4	$390K	Buy	+1,315	New	+$358K	0.16%	129

Other funds holding MCD

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

Maia Wealth's MCD Position: Q3 2026 in Review

Maia Wealth reduced its McDonald's (MCD) stake by 18% in Q3 2026, selling an estimated $52.6K and leaving 884 shares worth $204K. The position accounts for 0.03% of the portfolio, ranked #343.

Maia Wealth first reported a position in MCD in Q4 2023 and has held it in 11 quarters since. The position peaked at $422K in Q4 2024. 2,914 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

Maia Wealth held 884 shares of McDonald's worth $204K as of Q3 2026.
Maia Wealth sold 200 McDonald's shares in Q3 2026, an estimated $52.6K.
McDonald's made up 0.03% of Maia Wealth's portfolio in Q3 2026, its #343 holding.
Maia Wealth first reported a position in McDonald's in Q4 2023 and has held it in 11 quarters since.
Maia Wealth's McDonald's position peaked at $422K in Q4 2024.
2,914 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Maia Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.