Fi3 Financial Advisors’s McDonald's MCD Stock Holding History

Fi3 Financial 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 Q1	$215K	Sell	693 -140	-17%	-$44.6K	0.06%	191
2025 Q4	$255K	Buy	833 +118	+17%	+$36.1K	0.08%	146
2025 Q3	$217K	Buy	+715	New	+$218K	0.07%	147
2025 Q2	–	Sell	-703	Closed	-$220K	–	178
2025 Q1	$220K	Buy	+703	New	+$210K	0.09%	114
2024 Q4	–	Sell	-661	Closed	-$201K	–	127
2024 Q3	$201K	Buy	+661	New	+$182K	0.08%	107
2024 Q1	–	Sell	-758	Closed	-$225K	–	89
2023 Q4	$225K	Sell	758 -184	-20%	-$50.1K	0.11%	64
2023 Q3	$248K	Buy	942 +70	+8%	+$20K	0.13%	58
2023 Q2	$260K	Buy	872 +145	+20%	+$42.1K	0.14%	54
2023 Q1	$203K	Buy	+727	New	+$195K	0.11%	74

Other funds holding MCD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return

Fi3 Financial Advisors's MCD Position: Q1 2026 in Review

Fi3 Financial Advisors reduced its McDonald's (MCD) stake by 17% in Q1 2026, selling an estimated $44.6K and leaving 693 shares worth $215K. The position accounts for 0.06% of the portfolio, ranked #191.

Fi3 Financial Advisors first reported a position in MCD in Q1 2023 and has held it in 9 quarters since. The position peaked at $260K in Q2 2023. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Fi3 Financial Advisors held 693 shares of McDonald's worth $215K as of Q1 2026.
Fi3 Financial Advisors sold 140 McDonald's shares in Q1 2026, an estimated $44.6K.
McDonald's made up 0.06% of Fi3 Financial Advisors's portfolio in Q1 2026, its #191 holding.
Fi3 Financial Advisors first reported a position in McDonald's in Q1 2023 and has held it in 9 quarters since.
Fi3 Financial Advisors's McDonald's position peaked at $260K in Q2 2023.
3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Fi3 Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.