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FAI Advisors’s McDonald's MCD Stock Holding History

FAI Advisors’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 		$265K Sell
1,149
-391
-25% -$103K 0.1% 143
2026
Q2 		$416K Sell
1,540
-22
-1% -$6.31K 0.16% 104
2026
Q1 		$485K Sell
1,562
-96
-6% -$30.6K 0.22% 89
2025
Q4 		$507K Buy
1,658
+21
+1% +$6.43K 0.22% 81
2025
Q3 		$497K Sell
1,637
-16
-1% -$4.87K 0.22% 82
2025
Q2 		$483K Buy
1,653
+46
+3% +$14.2K 0.24% 78
2025
Q1 		$502K Buy
1,607
+48
+3% +$14.4K 0.27% 73
2024
Q4 		$452K Buy
+1,559
New +$465K 0.2% 86

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
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 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

FAI Advisors's MCD Position: Q3 2026 in Review

FAI Advisors reduced its McDonald's (MCD) stake by 25% in Q3 2026, selling an estimated $103K and leaving 1,149 shares worth $265K. The position accounts for 0.1% of the portfolio, ranked #143.

FAI Advisors first reported a position in MCD in Q4 2024 and has held it in 8 quarters since. The position peaked at $507K in Q4 2025. 2,530 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • FAI Advisors held 1,149 shares of McDonald's worth $265K as of Q3 2026.
  • FAI Advisors sold 391 McDonald's shares in Q3 2026, an estimated $103K.
  • McDonald's made up 0.1% of FAI Advisors's portfolio in Q3 2026, its #143 holding.
  • FAI Advisors first reported a position in McDonald's in Q4 2024 and has held it in 8 quarters since.
  • FAI Advisors's McDonald's position peaked at $507K in Q4 2025.
  • 2,530 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on FAI Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.