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Florida Financial Advisors’s McDonald's MCD Stock Holding History

Florida Financial Advisors’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 		$433K Buy
1,874
+330
+21% +$86.9K 0.07% 226
2026
Q2 		$417K Sell
1,544
-309
-17% -$88.6K 0.07% 220
2026
Q1 		$575K Buy
1,853
+32
+2% +$10.2K 0.14% 151
2025
Q4 		$554K Buy
1,821
+83
+5% +$25.4K 0.15% 138
2025
Q3 		$529K Sell
1,738
-246
-12% -$74.9K 0.16% 136
2025
Q2 		$580K Buy
1,984
+408
+26% +$126K 0.19% 120
2025
Q1 		$492K Buy
1,576
+79
+5% +$23.6K 0.19% 112
2024
Q4 		$434K Buy
1,497
+492
+49% +$147K 0.19% 101
2024
Q3 		$306K Buy
1,005
+55
+6% +$15.2K 0.16% 122
2024
Q2 		$242K Sell
950
-54
-5% -$14.3K 0.15% 120
2024
Q1 		$283K Sell
1,004
-27
-3% -$7.85K 0.21% 87
2023
Q4 		$306K Buy
+1,031
New +$281K 0.28% 70

Other funds holding MCD

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

Florida Financial Advisors's MCD Position: Q3 2026 in Review

Florida Financial Advisors increased its McDonald's (MCD) stake by 21% in Q3 2026, buying an estimated $86.9K and bringing the position to 1,874 shares worth $433K. The position accounts for 0.07% of the portfolio, ranked #226.

Florida Financial Advisors first reported a position in MCD in Q4 2023 and has held it in 12 quarters since. The position peaked at $580K in Q2 2025. 2,914 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Florida Financial Advisors held 1,874 shares of McDonald's worth $433K as of Q3 2026.
  • Florida Financial Advisors bought 330 McDonald's shares in Q3 2026, an estimated $86.9K.
  • McDonald's made up 0.07% of Florida Financial Advisors's portfolio in Q3 2026, its #226 holding.
  • Florida Financial Advisors first reported a position in McDonald's in Q4 2023 and has held it in 12 quarters since.
  • Florida Financial Advisors's McDonald's position peaked at $580K in Q2 2025.
  • 2,914 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Florida Financial Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.