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 Q2	$669K	Buy	1,303 +610	+88%	+$175K	0.16%	68
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fi3 Financial Advisors's MCD Position: Q2 2026 in Review

Fi3 Financial Advisors increased its McDonald's (MCD) stake by 88% in Q2 2026, buying an estimated $175K and bringing the position to 1,303 shares worth $669K. The position accounts for 0.16% of the portfolio, ranked #68.

Fi3 Financial Advisors first reported a position in MCD in Q1 2023 and has held it in 10 quarters since. 3,472 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Fi3 Financial Advisors held 1,303 shares of McDonald's worth $669K as of Q2 2026.
Fi3 Financial Advisors bought 610 McDonald's shares in Q2 2026, an estimated $175K.
McDonald's made up 0.16% of Fi3 Financial Advisors's portfolio in Q2 2026, its #68 holding.
Fi3 Financial Advisors first reported a position in McDonald's in Q1 2023 and has held it in 10 quarters since.
3,472 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Fi3 Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.