Unique Wealth
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Unique Wealth’s McDonald's MCD Stock Holding History

Unique 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 		$824K Buy
3,570
+156
+5% +$41.1K 0.09% 109
2026
Q2 		$923K Sell
3,414
-82
-2% -$23.5K 0.11% 99
2026
Q1 		$1.09M Buy
3,496
+11
+0.3% +$3.5K 0.15% 81
2025
Q4 		$1.07M Sell
3,485
-2
-0.1% -$613 0.15% 89
2025
Q3 		$1.06M Buy
3,487
+2
+0.1% +$609 0.16% 87
2025
Q2 		$1.02M Buy
3,485
+2
+0.1% +$617 0.16% 81
2025
Q1 		$1.09M Buy
3,483
+13
+0.4% +$3.89K 0.21% 76
2024
Q4 		$1.01M Buy
3,470
+112
+3% +$33.4K 0.21% 68
2024
Q3 		$1.02M Sell
3,358
-3
-0.1% -$827 0.23% 62
2024
Q2 		$856K Buy
3,361
+112
+3% +$29.7K 0.22% 52
2024
Q1 		$916K Hold
3,249
– – 0.26% 47
2023
Q4 		$963K Buy
3,249
+38
+1% +$10.3K 0.31% 34
2023
Q3 		$846K Hold
3,211
– – 0.35% 34
2023
Q2 		$958K Buy
3,211
+16
+0.5% +$4.65K 0.42% 27
2023
Q1 		$893K Sell
3,195
-6
-0.2% -$1.61K 0.43% 22
2022
Q4 		$843K Buy
+3,201
New +$844K 0.45% 23

Other funds holding MCD

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

Unique Wealth's MCD Position: Q3 2026 in Review

Unique Wealth increased its McDonald's (MCD) stake by 4.6% in Q3 2026, buying an estimated $41.1K and bringing the position to 3,570 shares worth $824K. The position accounts for 0.09% of the portfolio, ranked #109.

Unique Wealth first reported a position in MCD in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.09M in Q1 2025. 1,435 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Unique Wealth held 3,570 shares of McDonald's worth $824K as of Q3 2026.
  • Unique Wealth bought 156 McDonald's shares in Q3 2026, an estimated $41.1K.
  • McDonald's made up 0.09% of Unique Wealth's portfolio in Q3 2026, its #109 holding.
  • Unique Wealth first reported a position in McDonald's in Q4 2022 and has held it in 16 quarters since.
  • Unique Wealth's McDonald's position peaked at $1.09M in Q1 2025.
  • 1,435 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

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