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Advance Capital Management’s McDonald's MCD Stock Holding History

Advance Capital Management’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
Q1 		$883K Sell
2,840
-111
-4% -$35.4K 0.03% 72
2025
Q4 		$902K Sell
2,951
-22
-0.7% -$6.74K 0.04% 72
2025
Q3 		$903K Sell
2,973
-50
-2% -$15.2K 0.04% 70
2025
Q2 		$883K Sell
3,023
-5
-0.2% -$1.54K 0.04% 68
2025
Q1 		$946K Sell
3,028
-49
-2% -$14.7K 0.05% 58
2024
Q4 		$892K Buy
3,077
+39
+1% +$11.6K 0.04% 57
2024
Q3 		$925K Buy
3,038
+3
+0.1% +$827 0.04% 55
2024
Q2 		$773K Buy
3,035
+944
+45% +$250K 0.04% 61
2024
Q1 		$590K Sell
2,091
-4
-0.2% -$1.16K 0.04% 77
2023
Q4 		$621K Buy
2,095
+5
+0.2% +$1.36K 0.05% 56
2023
Q3 		$551K Sell
2,090
-1,238
-37% -$353K 0.05% 55
2023
Q2 		$993K Buy
3,328
+95
+3% +$27.6K 0.11% 38
2023
Q1 		$904K Hold
3,233
– – 0.16% 32
2022
Q4 		$852K Buy
3,233
+49
+2% +$12.9K 0.11% 34
2022
Q3 		$735K Hold
3,184
– – 0.09% 32
2022
Q2 		$786K Buy
3,184
+61
+2% +$15K 0.09% 28
2022
Q1 		$772K Hold
3,123
– – 0.09% 28
2021
Q4 		$837K Buy
+3,123
New +$789K 0.17% 24

Other funds holding MCD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return

Advance Capital Management's MCD Position: Q1 2026 in Review

Advance Capital Management reduced its McDonald's (MCD) stake by 3.8% in Q1 2026, selling an estimated $35.4K and leaving 2,840 shares worth $883K. The position accounts for 0.03% of the portfolio, ranked #72.

Advance Capital Management first reported a position in MCD in Q4 2021 and has held it in 18 quarters since. The position peaked at $993K in Q2 2023. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Advance Capital Management held 2,840 shares of McDonald's worth $883K as of Q1 2026.
  • Advance Capital Management sold 111 McDonald's shares in Q1 2026, an estimated $35.4K.
  • McDonald's made up 0.03% of Advance Capital Management's portfolio in Q1 2026, its #72 holding.
  • Advance Capital Management first reported a position in McDonald's in Q4 2021 and has held it in 18 quarters since.
  • Advance Capital Management's McDonald's position peaked at $993K in Q2 2023.
  • 3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Advance Capital Management's 13F filing for Q1 2026, filed 29 Apr 2026.