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 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 $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 $137B AUM 18.02% 1-Year Est. Return

Finer Wealth Management's MCD Position: Q1 2026 in Review

Finer Wealth Management increased its McDonald's (MCD) stake by 0.55% in Q1 2026, buying an estimated $18.5K and bringing the position to 10,688 shares worth $3.32M. The position accounts for 1.67% of the portfolio, ranked #18.

Finer Wealth Management first reported a position in MCD in Q4 2021 and has held it in 18 quarters since. 3,566 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Finer Wealth Management held 10,688 shares of McDonald's worth $3.32M as of Q1 2026.
Finer Wealth Management bought 58 McDonald's shares in Q1 2026, an estimated $18.5K.
McDonald's made up 1.67% of Finer Wealth Management's portfolio in Q1 2026, its #18 holding.
Finer Wealth Management first reported a position in McDonald's in Q4 2021 and has held it in 18 quarters since.
3,566 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Finer Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.