Certior Financial Group
MCD icon

Certior Financial Group’s McDonald's MCD Stock Holding History

Certior Financial 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 		$387K Buy
1,677
+65
+4% +$17.1K 0.21% 91
2026
Q2 		$436K Buy
1,612
+82
+5% +$23.5K 0.24% 85
2026
Q1 		$476K Buy
1,530
+71
+5% +$22.6K 0.3% 64
2025
Q4 		$446K Buy
1,459
+108
+8% +$33.1K 0.3% 67
2025
Q3 		$411K Sell
1,351
-96
-7% -$29.2K 0.27% 79
2025
Q2 		$423K Buy
1,447
+80
+6% +$24.7K 0.32% 70
2025
Q1 		$427K Buy
1,367
+35
+3% +$10.5K 0.35% 65
2024
Q4 		$386K Buy
+1,332
New +$397K 0.33% 75

Other funds holding MCD

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 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

Certior Financial Group's MCD Position: Q3 2026 in Review

Certior Financial Group increased its McDonald's (MCD) stake by 4% in Q3 2026, buying an estimated $17.1K and bringing the position to 1,677 shares worth $387K. The position accounts for 0.21% of the portfolio, ranked #91.

Certior Financial Group first reported a position in MCD in Q4 2024 and has held it in 8 quarters since. The position peaked at $476K in Q1 2026. 2,507 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Certior Financial Group held 1,677 shares of McDonald's worth $387K as of Q3 2026.
  • Certior Financial Group bought 65 McDonald's shares in Q3 2026, an estimated $17.1K.
  • McDonald's made up 0.21% of Certior Financial Group's portfolio in Q3 2026, its #91 holding.
  • Certior Financial Group first reported a position in McDonald's in Q4 2024 and has held it in 8 quarters since.
  • Certior Financial Group's McDonald's position peaked at $476K in Q1 2026.
  • 2,507 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Certior Financial Group's 13F filing for Q3 2026, filed 19 Oct 2026.