Finer Wealth Management’s McDonald's MCD Stock Holding History

Finer Wealth Management’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	$2.93M	Buy	10,825 +137	+1%	+$39.3K	1.31%	20
2026 Q1	$3.32M	Buy	10,688 +58	+0.5%	+$18.5K	1.67%	18
2025 Q4	$3.25M	Buy	10,630 +640	+6%	+$196K	1.57%	17
2025 Q3	$3.04M	Buy	9,990 +368	+4%	+$112K	1.51%	20
2025 Q2	$2.81M	Buy	9,622 +435	+5%	+$134K	1.5%	20
2025 Q1	$2.87M	Buy	9,187 +303	+3%	+$90.6K	1.72%	18
2024 Q4	$2.58M	Buy	8,884 +367	+4%	+$109K	1.48%	17
2024 Q3	$2.59M	Buy	8,517 +625	+8%	+$172K	1.6%	18
2024 Q2	$2.01M	Sell	7,892 -111	-1%	-$29.4K	1.3%	21
2024 Q1	$2.26M	Buy	8,003 +715	+10%	+$208K	1.48%	22
2023 Q4	$2.16M	Buy	7,288 +232	+3%	+$63.1K	1.61%	19
2023 Q3	$1.86M	Buy	7,056 +628	+10%	+$179K	1.49%	23
2023 Q2	$1.92M	Buy	6,428 +270	+4%	+$78.4K	1.5%	24
2023 Q1	$1.72M	Buy	6,158 +150	+2%	+$40.2K	1.46%	27
2022 Q4	$1.58M	Buy	6,008 +152	+3%	+$40.1K	1.48%	24
2022 Q3	$1.35M	Buy	5,856 +289	+5%	+$73.9K	1.33%	26
2022 Q2	$1.37M	Buy	5,567 +1,166	+26%	+$287K	1.25%	27
2022 Q1	$1.09M	Buy	4,401 +398	+10%	+$99.1K	0.89%	35
2021 Q4	$1.07M	Buy	+4,003	New	+$1.01M	0.89%	37

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

Finer Wealth Management's MCD Position: Q2 2026 in Review

Finer Wealth Management increased its McDonald's (MCD) stake by 1.3% in Q2 2026, buying an estimated $39.3K and bringing the position to 10,825 shares worth $2.93M. The position accounts for 1.31% of the portfolio, ranked #20.

Finer Wealth Management first reported a position in MCD in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.32M in Q1 2026. 3,468 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Finer Wealth Management held 10,825 shares of McDonald's worth $2.93M as of Q2 2026.
Finer Wealth Management bought 137 McDonald's shares in Q2 2026, an estimated $39.3K.
McDonald's made up 1.31% of Finer Wealth Management's portfolio in Q2 2026, its #20 holding.
Finer Wealth Management first reported a position in McDonald's in Q4 2021 and has held it in 19 quarters since.
Finer Wealth Management's McDonald's position peaked at $3.32M in Q1 2026.
3,468 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Finer Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.