AAM
MCD icon

Advisors Asset Management’s McDonald's MCD Stock Holding History

Advisors Asset 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 		$10.3M Sell
33,103
-7,998
-19% -$2.55M 0.17% 146
2025
Q4 		$12.6M Buy
41,101
+4,777
+13% +$1.46M 0.21% 92
2025
Q3 		$11M Sell
36,324
-1,978
-5% -$602K 0.19% 115
2025
Q2 		$11.2M Sell
38,302
-1,590
-4% -$490K 0.2% 108
2025
Q1 		$12.5M Buy
39,892
+2,799
+8% +$837K 0.23% 83
2024
Q4 		$10.8M Sell
37,093
-3,645
-9% -$1.09M 0.2% 108
2024
Q3 		$12.4M Sell
40,738
-7,520
-16% -$2.07M 0.23% 87
2024
Q2 		$12.3M Sell
48,258
-7,369
-13% -$1.95M 0.24% 77
2024
Q1 		$15.7M Sell
55,627
-7,581
-12% -$2.2M 0.3% 56
2023
Q4 		$18.7M Sell
63,208
-7,435
-11% -$2.02M 0.38% 45
2023
Q3 		$18.6M Sell
70,643
-2,075
-3% -$592K 0.4% 44
2023
Q2 		$21.7M Sell
72,718
-1,198
-2% -$348K 0.44% 38
2023
Q1 		$20.7M Sell
73,916
-7,414
-9% -$1.99M 0.42% 43
2022
Q4 		$21.4M Buy
81,330
+302
+0.4% +$79.7K 0.44% 42
2022
Q3 		$18.7M Buy
81,028
+3,013
+4% +$770K 0.39% 46
2022
Q2 		$19.3M Sell
78,015
-5,110
-6% -$1.26M 0.37% 50
2022
Q1 		$20.6M Sell
83,125
-887
-1% -$221K 0.32% 56
2021
Q4 		$22.5M Buy
84,012
+1,214
+1% +$307K 0.32% 55
2021
Q3 		$20M Sell
82,798
-15,519
-16% -$3.7M 0.3% 58
2021
Q2 		$22.7M Sell
98,317
-10,957
-10% -$2.55M 0.34% 51
2021
Q1 		$24.5M Sell
109,274
-10,998
-9% -$2.35M 0.38% 38
2020
Q4 		$25.8M Sell
120,272
-10,230
-8% -$2.22M 0.43% 35
2020
Q3 		$28.6M Sell
130,502
-7,763
-6% -$1.59M 0.53% 29
2020
Q2 		$25.5M Sell
138,265
-3,127
-2% -$573K 0.5% 28
2020
Q1 		$23.4M Buy
141,392
+6,562
+5% +$1.29M 0.56% 27
2019
Q4 		$26.6M Buy
134,830
+6,404
+5% +$1.27M 0.47% 31
2019
Q3 		$27.6M Buy
128,426
+9,007
+8% +$1.93M 0.51% 28
2019
Q2 		$24.8M Buy
119,419
+8,204
+7% +$1.63M 0.45% 33
2019
Q1 		$21.1M Buy
111,215
+17,465
+19% +$3.17M 0.38% 50
2018
Q4 		$16.6M Buy
93,750
+14,151
+18% +$2.51M 0.34% 60
2018
Q3 		$13.3M Buy
79,599
+6,478
+9% +$1.04M 0.22% 115
2018
Q2 		$11.5M Sell
73,121
-3,618
-5% -$587K 0.19% 128
2018
Q1 		$12.1M Sell
76,739
-16,509
-18% -$2.72M 0.2% 119
2017
Q4 		$16.1M Sell
93,248
-26,267
-22% -$4.41M 0.26% 85
2017
Q3 		$18.7M Sell
119,515
-18,873
-14% -$2.96M 0.31% 70
2017
Q2 		$21.2M Sell
138,388
-7,712
-5% -$1.11M 0.35% 55
2017
Q1 		$18.9M Buy
146,100
+6,557
+5% +$823K 0.32% 67
2016
Q4 		$17M Sell
139,543
-884
-0.6% -$104K 0.28% 76
2016
Q3 		$16.2M Sell
140,427
-5,849
-4% -$693K 0.27% 87
2016
Q2 		$17.6M Sell
146,276
-66,612
-31% -$8.34M 0.29% 74
2016
Q1 		$26.8M Sell
212,888
-33,787
-14% -$4.04M 0.45% 26
2015
Q4 		$29.1M Sell
246,675
-27,928
-10% -$3.12M 0.46% 23
2015
Q3 		$27.1M Sell
274,603
-4,253
-2% -$414K 0.43% 33
2015
Q2 		$26.5M Buy
278,856
+5,053
+2% +$489K 0.36% 56
2015
Q1 		$26.7M Buy
273,803
+8,421
+3% +$799K 0.36% 67
2014
Q4 		$24.9M Buy
265,382
+8,312
+3% +$778K 0.33% 73
2014
Q3 		$24.4M Buy
257,070
+30,732
+14% +$2.93M 0.34% 77
2014
Q2 		$22.8M Buy
226,338
+12,015
+6% +$1.21M 0.32% 80
2014
Q1 		$21M Buy
214,323
+20,813
+11% +$1.99M 0.32% 77
2013
Q4 		$18.8M Buy
193,510
+65,315
+51% +$6.28M 0.3% 87
2013
Q3 		$12.3M Buy
128,195
+21,646
+20% +$2.11M 0.22% 135
2013
Q2 		$10.5M Buy
+106,549
New +$10.7M 0.2% 155

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

Advisors Asset Management's MCD Position: Q1 2026 in Review

Advisors Asset Management reduced its McDonald's (MCD) stake by 19% in Q1 2026, selling an estimated $2.55M and leaving 33,103 shares worth $10.3M. The position accounts for 0.17% of the portfolio, ranked #146.

Advisors Asset Management first reported a position in MCD in Q2 2013 and has held it in 52 quarters since. The position peaked at $29.1M in Q4 2015. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Advisors Asset Management held 33,103 shares of McDonald's worth $10.3M as of Q1 2026.
  • Advisors Asset Management sold 7,998 McDonald's shares in Q1 2026, an estimated $2.55M.
  • McDonald's made up 0.17% of Advisors Asset Management's portfolio in Q1 2026, its #146 holding.
  • Advisors Asset Management first reported a position in McDonald's in Q2 2013 and has held it in 52 quarters since.
  • Advisors Asset Management's McDonald's position peaked at $29.1M in Q4 2015.
  • 3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Advisors Asset Management's 13F filing for Q1 2026, filed 15 May 2026.