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Acorn Financial Advisory Services’s McDonald's MCD Stock Holding History

Acorn Financial Advisory Services’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 		$384K Sell
1,419
-56
-4% -$16.1K 0.05% 158
2026
Q1 		$458K Sell
1,475
-49
-3% -$15.6K 0.06% 133
2025
Q4 		$466K Sell
1,524
-11
-0.7% -$3.37K 0.07% 125
2025
Q3 		$466K Buy
1,535
+83
+6% +$25.3K 0.07% 124
2025
Q2 		$424K Buy
1,452
+2
+0.1% +$617 0.07% 123
2025
Q1 		$453K Buy
1,450
+4
+0.3% +$1.2K 0.08% 113
2024
Q4 		$419K Hold
1,446
– – 0.07% 130
2024
Q3 		$440K Buy
1,446
+159
+12% +$43.8K 0.08% 122
2024
Q2 		$328K Buy
1,287
+30
+2% +$7.96K 0.06% 148
2024
Q1 		$354K Sell
1,257
-669
-35% -$195K 0.07% 137
2023
Q4 		$566K Buy
1,926
+18
+0.9% +$4.9K 0.1% 123
2023
Q3 		$499K Buy
1,908
+592
+45% +$169K 0.09% 134
2023
Q2 		$393K Sell
1,316
-91
-6% -$26.4K 0.07% 162
2023
Q1 		$393K Buy
1,407
+1
+0.1% +$268 0.08% 149
2022
Q4 		$370K Buy
1,406
+12
+0.9% +$3.17K 0.08% 150
2022
Q3 		$321K Buy
1,394
+1
+0.1% +$256 0.08% 165
2022
Q2 		$345K Buy
1,393
+1
+0.1% +$246 0.08% 154
2022
Q1 		$345K Buy
1,392
+2
+0.1% +$498 0.07% 170
2021
Q4 		$372K Buy
1,390
+330
+31% +$83.3K 0.07% 162
2021
Q3 		$256K Sell
1,060
-140
-12% -$33.4K 0.08% 186
2021
Q2 		$277K Hold
1,200
– – 0.08% 202
2021
Q1 		$272K Hold
1,200
– – 0.1% 174
2020
Q4 		$257K Buy
1,200
+1
+0.1% +$217 0.1% 187
2020
Q3 		$263K Sell
1,199
-16
-1% -$3.29K 0.14% 174
2020
Q2 		$224K Buy
+1,215
New +$223K 0.16% 176
2020
Q1 		– Sell
-1,069
Closed -$212K – 172
2019
Q4 		$212K Buy
+1,069
New +$212K 0.18% 156

Other funds holding MCD

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Acorn Financial Advisory Services's MCD Position: Q2 2026 in Review

Acorn Financial Advisory Services reduced its McDonald's (MCD) stake by 3.8% in Q2 2026, selling an estimated $16.1K and leaving 1,419 shares worth $384K. The position accounts for 0.05% of the portfolio, ranked #158.

Acorn Financial Advisory Services first reported a position in MCD in Q4 2019 and has held it in 26 quarters since. The position peaked at $566K in Q4 2023. 1,684 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Acorn Financial Advisory Services held 1,419 shares of McDonald's worth $384K as of Q2 2026.
  • Acorn Financial Advisory Services sold 56 McDonald's shares in Q2 2026, an estimated $16.1K.
  • McDonald's made up 0.05% of Acorn Financial Advisory Services's portfolio in Q2 2026, its #158 holding.
  • Acorn Financial Advisory Services first reported a position in McDonald's in Q4 2019 and has held it in 26 quarters since.
  • Acorn Financial Advisory Services's McDonald's position peaked at $566K in Q4 2023.
  • 1,684 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Acorn Financial Advisory Services's 13F filing for Q2 2026, filed 20 Jul 2026.