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

MBE 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 		$493K Buy
2,133
+4
+0.2% +$1.05K 0.17% 87
2026
Q2 		$575K Sell
2,129
-21
-1% -$6.02K 0.2% 69
2026
Q1 		$668K Buy
2,150
+160
+8% +$51K 0.28% 49
2025
Q4 		$608K Sell
1,990
-19
-0.9% -$5.82K 0.25% 53
2025
Q3 		$610K Buy
2,009
+200
+11% +$60.9K 0.26% 51
2025
Q2 		$529K Sell
1,809
-20
-1% -$6.17K 0.23% 57
2025
Q1 		$571K Buy
1,829
+1
+0.1% +$299 0.27% 49
2024
Q4 		$530K Hold
1,828
– – 0.3% 43
2024
Q3 		$557K Sell
1,828
-18
-1% -$4.96K 0.31% 45
2024
Q2 		$470K Hold
1,846
– – 0.28% 48
2024
Q1 		$520K Buy
1,846
+34
+2% +$9.9K 0.32% 45
2023
Q4 		$537K Sell
1,812
-4
-0.2% -$1.09K 0.28% 44
2023
Q3 		$479K Buy
1,816
+9
+0.5% +$2.57K 0.27% 41
2023
Q2 		$539K Sell
1,807
-18
-1% -$5.23K 0.29% 35
2023
Q1 		$510K Buy
1,825
+79
+5% +$21.2K 0.3% 35
2022
Q4 		$460K Buy
+1,746
New +$461K 0.3% 34
2020
Q2 		– Sell
-498
Closed -$82K – 321
2020
Q1 		$82K Buy
+498
New +$98.1K 0.08% 79

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

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

MBE Wealth Management increased its McDonald's (MCD) stake by 0.19% in Q3 2026, buying an estimated $1.05K and bringing the position to 2,133 shares worth $493K. The position accounts for 0.17% of the portfolio, ranked #87.

MBE Wealth Management first reported a position in MCD in Q1 2020 and has held it in 17 quarters since. The position peaked at $668K in Q1 2026. 2,305 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • MBE Wealth Management held 2,133 shares of McDonald's worth $493K as of Q3 2026.
  • MBE Wealth Management bought 4 McDonald's shares in Q3 2026, an estimated $1.05K.
  • McDonald's made up 0.17% of MBE Wealth Management's portfolio in Q3 2026, its #87 holding.
  • MBE Wealth Management first reported a position in McDonald's in Q1 2020 and has held it in 17 quarters since.
  • MBE Wealth Management's McDonald's position peaked at $668K in Q1 2026.
  • 2,305 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on MBE Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.