FineMark National Bank & Trust’s McDonald's MCD Stock Holding History

FineMark National Bank & Trust’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
2025 Q4	$11M	Buy	35,941 +16	+0%	+$4.9K	0.34%	74
2025 Q3	$10.9M	Sell	35,925 -1,545	-4%	-$470K	0.36%	76
2025 Q2	$10.9M	Sell	37,470 -5,303	-12%	-$1.63M	0.37%	73
2025 Q1	$13.4M	Sell	42,773 -1,449	-3%	-$433K	0.49%	65
2024 Q4	$12.8M	Sell	44,222 -515	-1%	-$154K	0.45%	62
2024 Q3	$13.6M	Sell	44,737 -841	-2%	-$232K	0.47%	66
2024 Q2	$11.6M	Sell	45,578 -16,033	-26%	-$4.25M	0.43%	72
2024 Q1	$17.4M	Buy	61,611 +1,240	+2%	+$361K	0.65%	36
2023 Q4	$17.9M	Buy	60,371 +237	+0.4%	+$64.5K	0.73%	29
2023 Q3	$15.8M	Sell	60,134 -454	-0.7%	-$129K	0.69%	30
2023 Q2	$18.1M	Sell	60,588 -7,561	-11%	-$2.2M	0.74%	28
2023 Q1	$19.1M	Buy	68,149 +690	+1%	+$185K	0.81%	20
2022 Q4	$17.8M	Sell	67,459 -1,022	-1%	-$270K	0.8%	27
2022 Q3	$15.8M	Buy	68,481 +544	+0.8%	+$139K	0.76%	25
2022 Q2	$16.8M	Buy	67,937 +823	+1%	+$203K	0.74%	29
2022 Q1	$16.6M	Buy	67,114 +1,056	+2%	+$263K	0.66%	35
2021 Q4	$17.7M	Sell	66,058 -618	-0.9%	-$156K	0.67%	31
2021 Q3	$16.1M	Buy	66,676 +480	+0.7%	+$115K	0.68%	33
2021 Q2	$15.3M	Buy	66,196 +1,636	+3%	+$381K	0.62%	37
2021 Q1	$14.5M	Buy	64,560 +2,016	+3%	+$431K	0.61%	38
2020 Q4	$13.4M	Sell	62,544 -2,294	-4%	-$499K	0.6%	38
2020 Q3	$14.2M	Sell	64,838 -718	-1%	-$147K	0.69%	31
2020 Q2	$12.1M	Buy	65,556 +2,016	+3%	+$370K	0.67%	35
2020 Q1	$10.5M	Buy	63,540 +2,901	+5%	+$572K	0.66%	33
2019 Q4	$12M	Buy	60,639 +24,233	+67%	+$4.81M	0.6%	42
2019 Q3	$7.82M	Buy	36,406 +326	+0.9%	+$69.9K	0.42%	61
2019 Q2	$7.49M	Buy	36,080 +1,403	+4%	+$278K	0.42%	66
2019 Q1	$6.58M	Sell	34,677 -3,099	-8%	-$562K	0.38%	65
2018 Q4	$6.71M	Buy	37,776 +813	+2%	+$144K	0.45%	60
2018 Q3	$6.18M	Sell	36,963 -9,075	-20%	-$1.45M	0.38%	70
2018 Q2	$7.21M	Buy	46,038 +2,028	+5%	+$329K	0.44%	49
2018 Q1	$6.88M	Buy	44,010 +377	+0.9%	+$62K	0.44%	53
2017 Q4	$7.51M	Sell	43,633 -1,120	-3%	-$188K	0.48%	46
2017 Q3	$7.01M	Sell	44,753 -1,594	-3%	-$250K	0.47%	48
2017 Q2	$7.1M	Sell	46,347 -1,205	-3%	-$174K	0.51%	43
2017 Q1	$6.16M	Sell	47,552 -30	-0.1%	-$3.76K	0.45%	53
2016 Q4	$5.79M	Buy	47,582 +6,690	+16%	+$784K	0.46%	52
2016 Q3	$4.72M	Buy	40,892 +27	+0.1%	+$3.2K	0.5%	56
2016 Q2	$4.92M	Sell	40,865 -19	-0%	-$2.38K	0.55%	51
2016 Q1	$5.14M	Sell	40,884 -601	-1%	-$71.8K	0.6%	47
2015 Q4	$4.9M	Sell	41,485 -1,214	-3%	-$136K	0.59%	47
2015 Q3	$4.21M	Buy	42,699 +3,069	+8%	+$299K	0.57%	51
2015 Q2	$3.77M	Buy	39,630 +607	+2%	+$58.7K	0.49%	61
2015 Q1	$3.8M	Sell	39,023 -243	-0.6%	-$23.1K	0.52%	56
2014 Q4	$3.68M	Sell	39,266 -2,198	-5%	-$206K	0.54%	49
2014 Q3	$3.93M	Sell	41,464 -268	-0.6%	-$25.6K	0.63%	38
2014 Q2	$4.21M	Buy	41,732 +1,029	+3%	+$104K	0.71%	35
2014 Q1	$3.99M	Buy	40,703 +2,445	+6%	+$234K	0.75%	33
2013 Q4	$3.71M	Buy	38,258 +1,813	+5%	+$174K	0.77%	28
2013 Q3	$3.51M	Buy	36,445 +3,883	+12%	+$379K	0.87%	24
2013 Q2	$3.22M	Buy	+32,562	New	+$3.26M	0.97%	19

Other funds holding MCD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

JSC

J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

FineMark National Bank & Trust's MCD Position: Q4 2025 in Review

FineMark National Bank & Trust increased its McDonald's (MCD) stake by 0.04% in Q4 2025, buying an estimated $4.9K and bringing the position to 35,941 shares worth $11M. The position accounts for 0.34% of the portfolio, ranked #74.

FineMark National Bank & Trust first reported a position in MCD in Q2 2013 and has held it in 51 quarters since. The position peaked at $19.1M in Q1 2023. 3,565 funds tracked by Wall St. Rank hold MCD as of Q4 2025.

FineMark National Bank & Trust held 35,941 shares of McDonald's worth $11M as of Q4 2025.
FineMark National Bank & Trust bought 16 McDonald's shares in Q4 2025, an estimated $4.9K.
McDonald's made up 0.34% of FineMark National Bank & Trust's portfolio in Q4 2025, its #74 holding.
FineMark National Bank & Trust first reported a position in McDonald's in Q2 2013 and has held it in 51 quarters since.
FineMark National Bank & Trust's McDonald's position peaked at $19.1M in Q1 2023.
3,565 funds tracked by Wall St. Rank held McDonald's as of Q4 2025.

Based on FineMark National Bank & Trust's 13F filing for Q4 2025, filed 12 Feb 2026.