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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
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Florida Financial Advisors's MCD Position: Q2 2026 in Review

Florida Financial Advisors reduced its McDonald's (MCD) stake by 17% in Q2 2026, selling an estimated $88.6K and leaving 1,544 shares worth $417K. The position accounts for 0.07% of the portfolio, ranked #220.

Florida Financial Advisors first reported a position in MCD in Q4 2023 and has held it in 11 quarters since. The position peaked at $580K in Q2 2025. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Florida Financial Advisors held 1,544 shares of McDonald's worth $417K as of Q2 2026.
  • Florida Financial Advisors sold 309 McDonald's shares in Q2 2026, an estimated $88.6K.
  • McDonald's made up 0.07% of Florida Financial Advisors's portfolio in Q2 2026, its #220 holding.
  • Florida Financial Advisors first reported a position in McDonald's in Q4 2023 and has held it in 11 quarters since.
  • Florida Financial Advisors's McDonald's position peaked at $580K in Q2 2025.
  • 3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Florida Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.