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

AA 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
Q2 		$1.28M Buy
4,742
+543
+13% +$156K 0.15% 97
2026
Q1 		$1.31M Buy
4,199
+406
+11% +$129K 0.18% 92
2025
Q4 		$1.16M Sell
3,793
-79
-2% -$24.2K 0.21% 76
2025
Q3 		$1.18M Buy
3,872
+190
+5% +$57.8K 0.23% 69
2025
Q2 		$1.08M Buy
3,682
+779
+27% +$240K 0.23% 69
2025
Q1 		$907K Buy
2,903
+145
+5% +$43.4K 0.22% 74
2024
Q4 		$799K Buy
2,758
+358
+15% +$107K 0.21% 74
2024
Q3 		$731K Buy
2,400
+295
+14% +$81.3K 0.21% 79
2024
Q2 		$536K Buy
2,105
+298
+16% +$79.1K 0.19% 94
2024
Q1 		$509K Buy
+1,807
New +$526K 0.21% 94

Other funds holding MCD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

AA Financial Advisors's MCD Position: Q2 2026 in Review

AA Financial Advisors increased its McDonald's (MCD) stake by 13% in Q2 2026, buying an estimated $156K and bringing the position to 4,742 shares worth $1.28M. The position accounts for 0.15% of the portfolio, ranked #97.

AA Financial Advisors first reported a position in MCD in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.31M in Q1 2026. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • AA Financial Advisors held 4,742 shares of McDonald's worth $1.28M as of Q2 2026.
  • AA Financial Advisors bought 543 McDonald's shares in Q2 2026, an estimated $156K.
  • McDonald's made up 0.15% of AA Financial Advisors's portfolio in Q2 2026, its #97 holding.
  • AA Financial Advisors first reported a position in McDonald's in Q1 2024 and has held it in 10 quarters since.
  • AA Financial Advisors's McDonald's position peaked at $1.31M in Q1 2026.
  • 3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on AA Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.