First Affirmative Financial Network’s McDonald's MCD Stock Holding History

First Affirmative Financial Network’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	$723K	Buy	+3,132	New	+$824K	0.16%	123
2026 Q1	$541K	Buy	+1,739	New	+$554K	0.21%	112
2025 Q3	$345K	Buy	1,136 +155	+16%	+$47.2K	0.16%	159
2025 Q2	$287K	Buy	981 +180	+22%	+$55.5K	0.15%	184
2025 Q1	$250K	Buy	+801	New	+$240K	0.15%	186
2024 Q4	–	Sell	-762	Closed	-$232K	–	288
2024 Q3	$232K	Sell	762 -228	-23%	-$62.8K	0.13%	221
2024 Q2	$252K	Buy	990 +165	+20%	+$43.8K	0.18%	181
2024 Q1	$233K	Sell	825 -122	-13%	-$35.5K	0.17%	194
2023 Q4	$281K	Buy	+947	New	+$258K	0.22%	154

Other funds holding MCD

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

First Affirmative Financial Network's MCD Position: Q3 2026 in Review

First Affirmative Financial Network opened a new position in McDonald's (MCD) in Q3 2026: 3,132 shares worth $723K. The stake represents 0.16% of the portfolio and ranks #123 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in MCD as recently as Q1 2026.

First Affirmative Financial Network first reported a position in MCD in Q4 2023 and has held it in 9 quarters since. 1,079 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

First Affirmative Financial Network held 3,132 shares of McDonald's worth $723K as of Q3 2026.
McDonald's was a new First Affirmative Financial Network position in Q3 2026.
McDonald's made up 0.16% of First Affirmative Financial Network's portfolio in Q3 2026, its #123 holding.
First Affirmative Financial Network first reported a position in McDonald's in Q4 2023 and has held it in 9 quarters since.
1,079 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on First Affirmative Financial Network's 13F filing for Q3 2026, filed 21 Oct 2026.