Meridian Financial’s McDonald's MCD Stock Holding History

Meridian Financial’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	$320K	Buy	1,385 +70	+5%	+$18.4K	0.15%	111
2026 Q2	$356K	Hold	1,315	–	–	0.17%	104
2026 Q1	$409K	Hold	1,315	–	–	0.22%	83
2025 Q4	$402K	Buy	1,315 +13	+1%	+$3.98K	0.22%	87
2025 Q3	$396K	Hold	1,302	–	–	0.22%	84
2025 Q2	$381K	Hold	1,302	–	–	0.25%	81
2025 Q1	$407K	Hold	1,302	–	–	0.29%	67
2024 Q4	$378K	Sell	1,302 -200	-13%	-$59.6K	0.26%	69
2024 Q3	$458K	Hold	1,502	–	–	0.31%	63
2024 Q2	$383K	Hold	1,502	–	–	0.28%	67
2024 Q1	$424K	Hold	1,502	–	–	0.32%	61
2023 Q4	$445K	Buy	1,502 +200	+15%	+$54.4K	0.35%	56
2023 Q3	$343K	Sell	1,302 -73	-5%	-$20.8K	0.32%	59
2023 Q2	$410K	Hold	1,375	–	–	0.37%	54
2023 Q1	$385K	Sell	1,375 -27	-2%	-$7.23K	0.37%	55
2022 Q4	$370K	Hold	1,402	–	–	0.39%	54
2022 Q3	$324K	Hold	1,402	–	–	0.38%	56
2022 Q2	$346K	Hold	1,402	–	–	0.39%	58
2022 Q1	$347K	Hold	1,402	–	–	0.36%	59
2021 Q4	$376K	Buy	+1,402	New	+$354K	0.35%	58

Other funds holding MCD

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Meridian Financial's MCD Position: Q3 2026 in Review

Meridian Financial increased its McDonald's (MCD) stake by 5.3% in Q3 2026, buying an estimated $18.4K and bringing the position to 1,385 shares worth $320K. The position accounts for 0.15% of the portfolio, ranked #111.

Meridian Financial first reported a position in MCD in Q4 2021 and has held it in 20 quarters since. The position peaked at $458K in Q3 2024. 2,019 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

Meridian Financial held 1,385 shares of McDonald's worth $320K as of Q3 2026.
Meridian Financial bought 70 McDonald's shares in Q3 2026, an estimated $18.4K.
McDonald's made up 0.15% of Meridian Financial's portfolio in Q3 2026, its #111 holding.
Meridian Financial first reported a position in McDonald's in Q4 2021 and has held it in 20 quarters since.
Meridian Financial's McDonald's position peaked at $458K in Q3 2024.
2,019 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Meridian Financial's 13F filing for Q3 2026, filed 14 Oct 2026.