U.S. Wealth Group’s McDonald's MCD Stock Holding History

U.S. 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	$2.4M	Sell	10,406 -8	-0.1%	-$2.11K	1.37%	31
2026 Q2	$2.82M	Buy	10,414 +2,450	+31%	+$703K	1.69%	26
2026 Q1	$2.48M	Sell	7,964 -103	-1%	-$32.8K	1.67%	26
2025 Q4	$2.47M	Sell	8,067 -91	-1%	-$27.9K	1.62%	26
2025 Q3	$2.48M	Buy	8,158 +294	+4%	+$89.5K	1.62%	28
2025 Q2	$2.3M	Buy	7,864 +139	+2%	+$42.9K	1.79%	27
2025 Q1	$2.41M	Sell	7,725 -228	-3%	-$68.2K	1.91%	19
2024 Q4	$2.31M	Buy	+7,953	New	+$2.37M	1.74%	23

Other funds holding MCD

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

U.S. Wealth Group's MCD Position: Q3 2026 in Review

U.S. Wealth Group reduced its McDonald's (MCD) stake by 0.08% in Q3 2026, selling an estimated $2.11K and leaving 10,406 shares worth $2.4M. The position accounts for 1.37% of the portfolio, ranked #31.

U.S. Wealth Group first reported a position in MCD in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.82M in Q2 2026. 2,914 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

U.S. Wealth Group held 10,406 shares of McDonald's worth $2.4M as of Q3 2026.
U.S. Wealth Group sold 8 McDonald's shares in Q3 2026, an estimated $2.11K.
McDonald's made up 1.37% of U.S. Wealth Group's portfolio in Q3 2026, its #31 holding.
U.S. Wealth Group first reported a position in McDonald's in Q4 2024 and has held it in 8 quarters since.
U.S. Wealth Group's McDonald's position peaked at $2.82M in Q2 2026.
2,914 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on U.S. Wealth Group's 13F filing for Q3 2026, filed 9 Nov 2026.