RVW Wealth’s McDonald's MCD Stock Holding History

RVW 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	$340K	Hold	1,474	–	–	0.02%	138
2026 Q2	$398K	Sell	1,474 -100	-6%	-$28.7K	0.03%	125
2026 Q1	$489K	Hold	1,574	–	–	0.04%	112
2025 Q4	$481K	Sell	1,574 -5	-0.3%	-$1.53K	0.04%	112
2025 Q3	$480K	Sell	1,579 -6	-0.4%	-$1.83K	0.04%	112
2025 Q2	$463K	Sell	1,585 -119	-7%	-$36.7K	0.04%	107
2025 Q1	$532K	Buy	1,704 +929	+120%	+$278K	0.05%	86
2024 Q4	$225K	Buy	775 +2	+0.3%	+$596	0.02%	137
2024 Q3	$235K	Buy	+773	New	+$213K	0.02%	137
2024 Q2	–	Sell	-773	Closed	-$218K	–	156
2024 Q1	$218K	Sell	773 -2	-0.3%	-$582	0.02%	138
2023 Q4	$230K	Hold	775	–	–	0.03%	133
2023 Q3	$204K	Sell	775 -48	-6%	-$13.7K	0.02%	136
2023 Q2	$246K	Buy	823 +11	+1%	+$3.2K	0.03%	130
2023 Q1	$227K	Buy	812 +21	+3%	+$5.63K	0.03%	142
2022 Q4	$208K	Buy	+791	New	+$209K	0.03%	144

Other funds holding MCD

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

RVW Wealth's MCD Position: Q3 2026 in Review

RVW Wealth held its McDonald's (MCD) position steady in Q3 2026 at 1,474 shares worth $340K. The position accounts for 0.02% of the portfolio, ranked #138.

RVW Wealth first reported a position in MCD in Q4 2022 and has held it in 15 quarters since. The position peaked at $532K in Q1 2025. 957 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

RVW Wealth held 1,474 shares of McDonald's worth $340K as of Q3 2026.
RVW Wealth left its McDonald's share count unchanged in Q3 2026.
McDonald's made up 0.02% of RVW Wealth's portfolio in Q3 2026, its #138 holding.
RVW Wealth first reported a position in McDonald's in Q4 2022 and has held it in 15 quarters since.
RVW Wealth's McDonald's position peaked at $532K in Q1 2025.
957 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on RVW Wealth's 13F filing for Q3 2026, filed 6 Oct 2026.