SS&H Financial Advisors’s McDonald's MCD Stock Holding History

SS&H 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
2025 Q4	$608K	Hold	1,990	–	–	0.18%	84
2025 Q3	$605K	Hold	1,990	–	–	0.18%	82
2025 Q2	$581K	Sell	1,990 -382	-16%	-$118K	0.19%	81
2025 Q1	$741K	Sell	2,372 -381	-14%	-$114K	0.28%	72
2024 Q4	$799K	Sell	2,753 -100	-4%	-$29.8K	0.29%	76
2024 Q3	$869K	Buy	2,853 +300	+12%	+$82.7K	0.32%	72
2024 Q2	$650K	Hold	2,553	–	–	0.25%	79
2024 Q1	$719K	Hold	2,553	–	–	0.3%	71
2023 Q4	$757K	Hold	2,553	–	–	0.32%	72
2023 Q3	$673K	Buy	+2,553	New	+$728K	0.32%	70
2023 Q1	$718K	Buy	2,567 +1,527	+147%	+$409K	0.33%	68
2022 Q4	$274K	Sell	1,040 -1,000	-49%	-$264K	0.13%	108
2022 Q3	$471K	Hold	2,040	–	–	0.24%	81
2022 Q2	$504K	Hold	2,040	–	–	0.23%	83
2022 Q1	$504K	Buy	+2,040	New	+$508K	0.2%	97

Other funds holding MCD

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JSC

J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

SS&H Financial Advisors's MCD Position: Q4 2025 in Review

SS&H Financial Advisors held its McDonald's (MCD) position steady in Q4 2025 at 1,990 shares worth $608K. The position accounts for 0.18% of the portfolio, ranked #84.

SS&H Financial Advisors first reported a position in MCD in Q1 2022 and has held it in 15 quarters since. The position peaked at $869K in Q3 2024. 3,565 funds tracked by Wall St. Rank hold MCD as of Q4 2025.

SS&H Financial Advisors held 1,990 shares of McDonald's worth $608K as of Q4 2025.
SS&H Financial Advisors left its McDonald's share count unchanged in Q4 2025.
McDonald's made up 0.18% of SS&H Financial Advisors's portfolio in Q4 2025, its #84 holding.
SS&H Financial Advisors first reported a position in McDonald's in Q1 2022 and has held it in 15 quarters since.
SS&H Financial Advisors's McDonald's position peaked at $869K in Q3 2024.
3,565 funds tracked by Wall St. Rank held McDonald's as of Q4 2025.

Based on SS&H Financial Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.