Polaris Financial Partners’s McDonald's MCD Stock Holding History

Polaris Financial Partners’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	$12K	Buy	+51	New	+$13.4K	0.01%	270

Other funds holding MCD

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return

Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return

Polaris Financial Partners's MCD Position: Q3 2026 in Review

Polaris Financial Partners opened a new position in McDonald's (MCD) in Q3 2026: 51 shares worth $12K. The stake represents 0.01% of the portfolio and ranks #270 among its holdings.

23 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

Polaris Financial Partners held 51 shares of McDonald's worth $12K as of Q3 2026.
McDonald's was a new Polaris Financial Partners position in Q3 2026.
McDonald's made up 0.01% of Polaris Financial Partners's portfolio in Q3 2026, its #270 holding.
23 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Polaris Financial Partners's 13F filing for Q3 2026, filed 2 Oct 2026.