Traveka Wealth’s McDonald's MCD Stock Holding History

Traveka 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	$315K	Sell	1,363 -524	-28%	-$138K	0.1%	145
2026 Q2	$510K	Buy	1,887 +230	+14%	+$66K	0.17%	93
2026 Q1	$515K	Sell	1,657 -36	-2%	-$11.5K	0.2%	85
2025 Q4	$517K	Sell	1,693 -11	-0.6%	-$3.37K	0.21%	84
2025 Q3	$518K	Sell	1,704 -24	-1%	-$7.3K	0.23%	74
2025 Q2	$505K	Sell	1,728 -10	-0.6%	-$3.08K	0.27%	65
2025 Q1	$543K	Buy	1,738 +10	+0.6%	+$2.99K	0.3%	59
2024 Q4	$501K	Buy	1,728 +382	+28%	+$114K	0.28%	63
2024 Q3	$410K	Buy	1,346 +33	+3%	+$9.1K	0.21%	69
2024 Q2	$335K	Buy	1,313 +34	+3%	+$9.02K	0.16%	76
2024 Q1	$361K	Buy	1,279 +14	+1%	+$4.07K	0.17%	70
2023 Q4	$375K	Buy	+1,265	New	+$344K	0.19%	70

Other funds holding MCD

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

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

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Traveka Wealth's MCD Position: Q3 2026 in Review

Traveka Wealth reduced its McDonald's (MCD) stake by 28% in Q3 2026, selling an estimated $138K and leaving 1,363 shares worth $315K. The position accounts for 0.1% of the portfolio, ranked #145.

Traveka Wealth first reported a position in MCD in Q4 2023 and has held it in 12 quarters since. The position peaked at $543K in Q1 2025. 2,305 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

Traveka Wealth held 1,363 shares of McDonald's worth $315K as of Q3 2026.
Traveka Wealth sold 524 McDonald's shares in Q3 2026, an estimated $138K.
McDonald's made up 0.1% of Traveka Wealth's portfolio in Q3 2026, its #145 holding.
Traveka Wealth first reported a position in McDonald's in Q4 2023 and has held it in 12 quarters since.
Traveka Wealth's McDonald's position peaked at $543K in Q1 2025.
2,305 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

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