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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
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

Florida Financial Advisors's MCD Position: Q1 2026 in Review

Florida Financial Advisors increased its McDonald's (MCD) stake by 1.8% in Q1 2026, buying an estimated $10.2K and bringing the position to 1,853 shares worth $575K. The position accounts for 0.14% of the portfolio, ranked #151.

Florida Financial Advisors first reported a position in MCD in Q4 2023 and has held it in 10 quarters since. The position peaked at $580K in Q2 2025. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Florida Financial Advisors held 1,853 shares of McDonald's worth $575K as of Q1 2026.
  • Florida Financial Advisors bought 32 McDonald's shares in Q1 2026, an estimated $10.2K.
  • McDonald's made up 0.14% of Florida Financial Advisors's portfolio in Q1 2026, its #151 holding.
  • Florida Financial Advisors first reported a position in McDonald's in Q4 2023 and has held it in 10 quarters since.
  • Florida Financial Advisors's McDonald's position peaked at $580K in Q2 2025.
  • 3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Florida Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.