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Advisornet Financial’s McDonald's MCD Stock Holding History

Advisornet Financial’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
2022
Q2 		– Sell
-300
Closed -$74K – 2040
2022
Q1 		$74K Buy
+300
New +$74.7K ﹤0.01% 836

Other funds holding MCD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Advisornet Financial's MCD Position: Q2 2026 in Review

Advisornet Financial increased its McDonald's (MCD) stake by 4.1% in Q2 2026, buying an estimated $55.3K and bringing the position to 4,863 shares worth $1.31M. The position accounts for 0.06% of the portfolio, ranked #232.

Advisornet Financial first reported a position in MCD in Q4 2017 and has held it in 35 quarters since. The position peaked at $3.01M in Q4 2019. 2,290 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Advisornet Financial held 4,863 shares of McDonald's worth $1.31M as of Q2 2026.
  • Advisornet Financial bought 193 McDonald's shares in Q2 2026, an estimated $55.3K.
  • McDonald's made up 0.06% of Advisornet Financial's portfolio in Q2 2026, its #232 holding.
  • Advisornet Financial first reported a position in McDonald's in Q4 2017 and has held it in 35 quarters since.
  • Advisornet Financial's McDonald's position peaked at $3.01M in Q4 2019.
  • 2,290 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.