Onyx Bridge Wealth Group
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Onyx Bridge Wealth Group’s McDonald's MCD Stock Holding History

Onyx Bridge Wealth Group’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 		$268K Sell
1,159
-202
-15% -$53.2K 0.02% 337
2026
Q2 		$368K Sell
1,361
-49
-3% -$14.1K 0.03% 284
2026
Q1 		$438K Buy
1,410
+76
+6% +$24.2K 0.05% 237
2025
Q4 		$408K Sell
1,334
-12
-0.9% -$3.68K 0.04% 244
2025
Q3 		$409K Buy
1,346
+217
+19% +$66K 0.04% 246
2025
Q2 		$330K Sell
1,129
-57
-5% -$17.6K 0.04% 218
2025
Q1 		$371K Buy
1,186
+104
+10% +$31.1K 0.05% 188
2024
Q4 		$314K Sell
1,082
-45
-4% -$13.4K 0.05% 208
2024
Q3 		$343K Buy
1,127
+3
+0.3% +$827 0.05% 201
2024
Q2 		$286K Sell
1,124
-53
-5% -$14.1K 0.05% 204
2024
Q1 		$322K Sell
1,177
-61
-5% -$17.7K 0.06% 191
2023
Q4 		$367K Buy
1,238
+171
+16% +$46.5K 0.07% 166
2023
Q3 		$281K Buy
1,067
+132
+14% +$37.6K 0.07% 184
2023
Q2 		$279K Buy
935
+72
+8% +$20.9K 0.07% 179
2023
Q1 		$241K Sell
863
-92
-10% -$24.6K 0.1% 149
2022
Q4 		$257K Sell
955
-34
-3% -$8.97K 0.1% 136
2022
Q3 		$234K Sell
989
-54
-5% -$13.8K 0.11% 134
2022
Q2 		$265K Sell
1,043
-341
-25% -$84K 0.12% 116
2022
Q1 		$342K Buy
1,384
+135
+11% +$33.6K 0.13% 87
2021
Q4 		$336K Buy
1,249
+58
+5% +$14.6K 0.11% 100
2021
Q3 		$289K Buy
1,191
+19
+2% +$4.54K 0.11% 100
2021
Q2 		$275K Buy
+1,172
New +$273K 0.12% 89

Other funds holding MCD

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Onyx Bridge Wealth Group's MCD Position: Q3 2026 in Review

Onyx Bridge Wealth Group reduced its McDonald's (MCD) stake by 15% in Q3 2026, selling an estimated $53.2K and leaving 1,159 shares worth $268K. The position accounts for 0.02% of the portfolio, ranked #337.

Onyx Bridge Wealth Group first reported a position in MCD in Q2 2021 and has held it in 22 quarters since. The position peaked at $438K in Q1 2026. 2,151 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Onyx Bridge Wealth Group held 1,159 shares of McDonald's worth $268K as of Q3 2026.
  • Onyx Bridge Wealth Group sold 202 McDonald's shares in Q3 2026, an estimated $53.2K.
  • McDonald's made up 0.02% of Onyx Bridge Wealth Group's portfolio in Q3 2026, its #337 holding.
  • Onyx Bridge Wealth Group first reported a position in McDonald's in Q2 2021 and has held it in 22 quarters since.
  • Onyx Bridge Wealth Group's McDonald's position peaked at $438K in Q1 2026.
  • 2,151 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q3 2026, filed 16 Oct 2026.