Unify Financial Advisors
MCD icon

Unify Financial Advisors’s McDonald's MCD Stock Holding History

Unify 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
Q3 		$213K Hold
924
– – 0.2% 81
2026
Q2 		$250K Sell
924
-56
-6% -$16.1K 0.23% 80
2026
Q1 		$304K Sell
980
-19
-2% -$6.05K 0.32% 72
2025
Q4 		$305K Buy
+999
New +$306K 0.32% 72

Other funds holding MCD

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

Unify Financial Advisors's MCD Position: Q3 2026 in Review

Unify Financial Advisors held its McDonald's (MCD) position steady in Q3 2026 at 924 shares worth $213K. The position accounts for 0.2% of the portfolio, ranked #81.

Unify Financial Advisors first reported a position in MCD in Q4 2025 and has held it in 4 quarters since. The position peaked at $305K in Q4 2025. 2,914 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Unify Financial Advisors held 924 shares of McDonald's worth $213K as of Q3 2026.
  • Unify Financial Advisors left its McDonald's share count unchanged in Q3 2026.
  • McDonald's made up 0.2% of Unify Financial Advisors's portfolio in Q3 2026, its #81 holding.
  • Unify Financial Advisors first reported a position in McDonald's in Q4 2025 and has held it in 4 quarters since.
  • Unify Financial Advisors's McDonald's position peaked at $305K in Q4 2025.
  • 2,914 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Unify Financial Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.