Finer Wealth Management
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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
Q3 		$2.66M Buy
11,501
+676
+6% +$178K 1.05% 26
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Finer Wealth Management's MCD Position: Q3 2026 in Review

Finer Wealth Management increased its McDonald's (MCD) stake by 6.2% in Q3 2026, buying an estimated $178K and bringing the position to 11,501 shares worth $2.66M. The position accounts for 1.05% of the portfolio, ranked #26.

Finer Wealth Management first reported a position in MCD in Q4 2021 and has held it in 20 quarters since. The position peaked at $3.32M in Q1 2026. 2,305 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Finer Wealth Management held 11,501 shares of McDonald's worth $2.66M as of Q3 2026.
  • Finer Wealth Management bought 676 McDonald's shares in Q3 2026, an estimated $178K.
  • McDonald's made up 1.05% of Finer Wealth Management's portfolio in Q3 2026, its #26 holding.
  • Finer Wealth Management first reported a position in McDonald's in Q4 2021 and has held it in 20 quarters since.
  • Finer Wealth Management's McDonald's position peaked at $3.32M in Q1 2026.
  • 2,305 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Finer Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.