Finivi Inc’s McDonald's MCD Stock Holding History

Finivi Inc’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	$2.64M	Sell	9,760 -951	-9%	-$273K	1.35%	25
2026 Q1	$3.33M	Buy	10,711 +935	+10%	+$298K	1.82%	21
2025 Q4	$2.99M	Sell	9,776 -316	-3%	-$96.8K	1.73%	19
2025 Q3	$3.07M	Buy	10,092 +167	+2%	+$50.8K	1.95%	18
2025 Q2	$2.9M	Buy	9,925 +274	+3%	+$84.5K	1.97%	19
2025 Q1	$3.01M	Buy	9,651 +117	+1%	+$35K	2.43%	15
2024 Q4	$2.76M	Sell	9,534 -101	-1%	-$30.1K	2.21%	16
2024 Q3	$2.93M	Sell	9,635 -311	-3%	-$85.7K	2.38%	15
2024 Q2	$2.53M	Buy	9,946 +307	+3%	+$81.4K	2.1%	15
2024 Q1	$2.72M	Sell	9,639 -17	-0.2%	-$4.94K	2.46%	13
2023 Q4	$2.86M	Buy	+9,656	New	+$2.63M	2.8%	9
2021 Q4	$1.87M	Buy	+6,980	New	+$1.76M	1.97%	15

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

Finivi Inc's MCD Position: Q2 2026 in Review

Finivi Inc reduced its McDonald's (MCD) stake by 8.9% in Q2 2026, selling an estimated $273K and leaving 9,760 shares worth $2.64M. The position accounts for 1.35% of the portfolio, ranked #25.

Finivi Inc first reported a position in MCD in Q4 2021 and has held it in 12 quarters since. The position peaked at $3.33M in Q1 2026. 3,403 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Finivi Inc held 9,760 shares of McDonald's worth $2.64M as of Q2 2026.
Finivi Inc sold 951 McDonald's shares in Q2 2026, an estimated $273K.
McDonald's made up 1.35% of Finivi Inc's portfolio in Q2 2026, its #25 holding.
Finivi Inc first reported a position in McDonald's in Q4 2021 and has held it in 12 quarters since.
Finivi Inc's McDonald's position peaked at $3.33M in Q1 2026.
3,403 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Finivi Inc's 13F filing for Q2 2026, filed 9 Jul 2026.