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

Fingerlakes 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 		$494K Buy
1,828
+22
+1% +$6.31K 0.27% 67
2026
Q1 		$561K Buy
1,806
+9
+0.5% +$2.87K 0.37% 56
2025
Q4 		$549K Buy
1,797
+14
+0.8% +$4.29K 0.35% 55
2025
Q3 		$542K Buy
1,783
+9
+0.5% +$2.74K 0.35% 57
2025
Q2 		$518K Sell
1,774
-2
-0.1% -$617 0.39% 55
2025
Q1 		$555K Sell
1,776
-160
-8% -$47.9K 0.47% 49
2024
Q4 		$561K Buy
1,936
+11
+0.6% +$3.28K 0.45% 51
2024
Q3 		$586K Sell
1,925
-7
-0.4% -$1.93K 0.49% 51
2024
Q2 		$492K Buy
1,932
+13
+0.7% +$3.45K 0.44% 53
2024
Q1 		$541K Sell
1,919
-26
-1% -$7.56K 0.52% 49
2023
Q4 		$577K Buy
1,945
+10
+0.5% +$2.72K 0.62% 42
2023
Q3 		$510K Hold
1,935
– – 0.62% 46
2023
Q2 		$577K Sell
1,935
-13
-0.7% -$3.78K 0.66% 39
2023
Q1 		$545K Buy
1,948
+12
+0.6% +$3.21K 0.68% 41
2022
Q4 		$510K Buy
1,936
+9
+0.5% +$2.37K 0.7% 40
2022
Q3 		$445K Sell
1,927
-262
-12% -$67K 0.65% 45
2022
Q2 		$540K Buy
2,189
+13
+0.6% +$3.2K 0.74% 39
2022
Q1 		$538K Sell
2,176
-122
-5% -$30.4K 0.63% 45
2021
Q4 		$616K Buy
+2,298
New +$580K 0.69% 40

Other funds holding MCD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

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

Fingerlakes Wealth Management increased its McDonald's (MCD) stake by 1.2% in Q2 2026, buying an estimated $6.31K and bringing the position to 1,828 shares worth $494K. The position accounts for 0.27% of the portfolio, ranked #67.

Fingerlakes Wealth Management first reported a position in MCD in Q4 2021 and has held it in 19 quarters since. The position peaked at $616K in Q4 2021. 1,157 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Fingerlakes Wealth Management held 1,828 shares of McDonald's worth $494K as of Q2 2026.
  • Fingerlakes Wealth Management bought 22 McDonald's shares in Q2 2026, an estimated $6.31K.
  • McDonald's made up 0.27% of Fingerlakes Wealth Management's portfolio in Q2 2026, its #67 holding.
  • Fingerlakes Wealth Management first reported a position in McDonald's in Q4 2021 and has held it in 19 quarters since.
  • Fingerlakes Wealth Management's McDonald's position peaked at $616K in Q4 2021.
  • 1,157 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Fingerlakes Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.