Proactive Wealth Strategies
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Proactive Wealth Strategies’s McDonald's MCD Stock Holding History

Proactive Wealth Strategies’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 		– Sell
-819
Closed -$221K – 228
2026
Q2 		$221K Buy
819
+4
+0.5% +$1.15K 0.04% 208
2026
Q1 		$253K Buy
+815
New +$260K 0.05% 188

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

Proactive Wealth Strategies's MCD Position: Q3 2026 in Review

Proactive Wealth Strategies sold out of McDonald's (MCD) in Q3 2026, closing a stake of 819 shares — an estimated $221K sold.

Proactive Wealth Strategies first reported a position in MCD in Q1 2026 and held it in 2 quarters. The position peaked at $253K in Q1 2026. 2,305 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Proactive Wealth Strategies reported no remaining McDonald's position as of Q3 2026 after selling out during the quarter.
  • Proactive Wealth Strategies sold 819 McDonald's shares in Q3 2026, an estimated $221K.
  • Proactive Wealth Strategies first reported a position in McDonald's in Q1 2026 and held it in 2 quarters.
  • Proactive Wealth Strategies's McDonald's position peaked at $253K in Q1 2026.
  • 2,305 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Proactive Wealth Strategies's 13F filing for Q3 2026, filed 9 Nov 2026.