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Advisor OS’s McDonald's MCD Stock Holding History

Advisor OS’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 		$3.67M Buy
11,820
+824
+7% +$263K 0.27% 62
2025
Q4 		$3.36M Buy
10,996
+503
+5% +$154K 0.27% 59
2025
Q3 		$3.19M Sell
10,493
-245
-2% -$74.6K 0.28% 54
2025
Q2 		$3.14M Buy
10,738
+753
+8% +$232K 0.31% 49
2025
Q1 		$3.12M Buy
9,985
+593
+6% +$177K 0.35% 46
2024
Q4 		$2.72M Buy
9,392
+330
+4% +$98.4K 0.32% 58
2024
Q3 		$2.76M Buy
9,062
+426
+5% +$117K 0.27% 64
2024
Q2 		$2.2M Sell
8,636
-175
-2% -$46.4K 0.24% 78
2024
Q1 		$2.48M Buy
8,811
+1,919
+28% +$558K 0.29% 64
2023
Q4 		$2.04M Buy
6,892
+161
+2% +$43.8K 0.27% 70
2023
Q3 		$1.77M Sell
6,731
-2,553
-27% -$728K 0.27% 71
2023
Q2 		$2.77M Sell
9,284
-1,657
-15% -$481K 0.45% 43
2023
Q1 		$3.06M Sell
10,941
-264
-2% -$70.7K 0.73% 29
2022
Q4 		$2.95M Buy
11,205
+2,763
+33% +$729K 0.78% 27
2022
Q3 		$1.95M Sell
8,442
-665
-7% -$170K 0.59% 39
2022
Q2 		$2.25M Buy
9,107
+2,345
+35% +$578K 0.66% 34
2022
Q1 		$1.67M Buy
6,762
+661
+11% +$165K 0.48% 45
2021
Q4 		$1.64M Buy
6,101
+318
+5% +$80.3K 0.33% 75
2021
Q3 		$1.39M Buy
5,783
+377
+7% +$90K 0.3% 76
2021
Q2 		$1.25M Buy
5,406
+983
+22% +$229K 0.26% 76
2021
Q1 		$991K Buy
4,423
+348
+9% +$74.4K 0.22% 81
2020
Q4 		$875K Buy
4,075
+1,965
+93% +$427K 0.23% 63
2020
Q3 		$463K Sell
2,110
-1,434
-40% -$294K 0.19% 58
2020
Q2 		$654K Buy
+3,544
New +$650K 0.39% 54

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 $137B AUM 18.02% 1-Year Est. Return

Advisor OS's MCD Position: Q1 2026 in Review

Advisor OS increased its McDonald's (MCD) stake by 7.5% in Q1 2026, buying an estimated $263K and bringing the position to 11,820 shares worth $3.67M. The position accounts for 0.27% of the portfolio, ranked #62.

Advisor OS first reported a position in MCD in Q2 2020 and has held it in 24 quarters since. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Advisor OS held 11,820 shares of McDonald's worth $3.67M as of Q1 2026.
  • Advisor OS bought 824 McDonald's shares in Q1 2026, an estimated $263K.
  • McDonald's made up 0.27% of Advisor OS's portfolio in Q1 2026, its #62 holding.
  • Advisor OS first reported a position in McDonald's in Q2 2020 and has held it in 24 quarters since.
  • 3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.