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Farther Finance Advisors’s McDonald's MCD Stock Holding History

Farther Finance 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 		$8.83M Buy
38,227
+94
+0.2% +$24.7K 0.06% 282
2026
Q2 		$10.3M Buy
38,133
+2,463
+7% +$706K 0.08% 210
2026
Q1 		$11M Buy
35,670
+2,746
+8% +$875K 0.1% 177
2025
Q4 		$10.1M Buy
32,924
+8,928
+37% +$2.73M 0.11% 167
2025
Q3 		$7.29M Buy
23,996
+1,643
+7% +$500K 0.11% 160
2025
Q2 		$6.53M Buy
22,353
+5,377
+32% +$1.66M 0.13% 146
2025
Q1 		$5.32M Buy
16,976
+5,669
+50% +$1.7M 0.14% 145
2024
Q4 		$3.28M Sell
11,307
-5,668
-33% -$1.69M 0.12% 148
2024
Q3 		$5.17M Buy
16,975
+1,789
+12% +$493K 0.19% 99
2024
Q2 		$3.8M Buy
15,186
+3,567
+31% +$946K 0.18% 96
2024
Q1 		$3.26M Buy
11,619
+756
+7% +$220K 0.2% 97
2023
Q4 		$3.22M Buy
10,863
+1,664
+18% +$453K 0.23% 84
2023
Q3 		$2.42M Buy
9,199
+4,215
+85% +$1.2M 0.38% 51
2023
Q2 		$1.49M Buy
4,984
+3,678
+282% +$1.07M 0.33% 61
2023
Q1 		$365K Buy
1,306
+404
+45% +$108K 0.11% 175
2022
Q4 		$238K Buy
+902
New +$238K 0.09% 202

Other funds holding MCD

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Farther Finance Advisors's MCD Position: Q3 2026 in Review

Farther Finance Advisors increased its McDonald's (MCD) stake by 0.25% in Q3 2026, buying an estimated $24.7K and bringing the position to 38,227 shares worth $8.83M. The position accounts for 0.06% of the portfolio, ranked #282.

Farther Finance Advisors first reported a position in MCD in Q4 2022 and has held it in 16 quarters since. The position peaked at $11M in Q1 2026. 179 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Farther Finance Advisors held 38,227 shares of McDonald's worth $8.83M as of Q3 2026.
  • Farther Finance Advisors bought 94 McDonald's shares in Q3 2026, an estimated $24.7K.
  • McDonald's made up 0.06% of Farther Finance Advisors's portfolio in Q3 2026, its #282 holding.
  • Farther Finance Advisors first reported a position in McDonald's in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's McDonald's position peaked at $11M in Q1 2026.
  • 179 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.