Safe Harbor Wealth Advisors’s McDonald's MCD Stock Holding History

Safe Harbor Wealth 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
2025 Q4	$333K	Buy	+1,002	New	+$307K	0.32%	62

Other funds holding MCD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Safe Harbor Wealth Advisors's MCD Position: Q4 2025 in Review

Safe Harbor Wealth Advisors opened a new position in McDonald's (MCD) in Q4 2025: 1,002 shares worth $333K. The stake represents 0.32% of the portfolio and ranks #62 among its holdings.

3,580 funds tracked by Wall St. Rank hold MCD as of Q4 2025.

Safe Harbor Wealth Advisors held 1,002 shares of McDonald's worth $333K as of Q4 2025.
McDonald's was a new Safe Harbor Wealth Advisors position in Q4 2025.
McDonald's made up 0.32% of Safe Harbor Wealth Advisors's portfolio in Q4 2025, its #62 holding.
3,580 funds tracked by Wall St. Rank held McDonald's as of Q4 2025.

Based on Safe Harbor Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.