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AdvisorShares Investments’s McDonald's MCD Stock Holding History

AdvisorShares Investments’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 		– Sell
-1,540
Closed -$479K – 300
2026
Q1 		$479K Hold
1,540
– – 0.09% 146
2025
Q4 		$471K Sell
1,540
-60
-4% -$18.4K 0.08% 185
2025
Q3 		$486K Buy
1,600
+1,428
+830% +$435K 0.08% 153
2025
Q2 		$50.3K Hold
172
– – 0.01% 269
2025
Q1 		$53.9K Sell
172
-1,700
-91% -$508K 0.01% 262
2024
Q4 		$543K Buy
1,872
+1,508
+414% +$450K 0.1% 94
2024
Q3 		$111K Sell
364
-32
-8% -$8.82K 0.02% 249
2024
Q2 		$99K Sell
396
-1,483
-79% -$393K 0.02% 250
2024
Q1 		$530K Sell
1,879
-4
-0.2% -$1.16K 0.09% 119
2023
Q4 		$558K Buy
1,883
+1,343
+249% +$366K 0.13% 86
2023
Q3 		$142K Buy
540
+122
+29% +$34.8K 0.04% 202
2023
Q2 		$125K Sell
418
-18
-4% -$5.23K 0.04% 222
2023
Q1 		$122K Buy
436
+320
+276% +$85.7K 0.04% 214
2022
Q4 		$30.6K Sell
116
-30
-21% -$7.92K 0.01% 266
2022
Q3 		$34K Sell
146
-260
-64% -$66.5K 0.01% 268
2022
Q2 		$100K Sell
406
-1,264
-76% -$311K 0.03% 166
2022
Q1 		$413K Hold
1,670
– – 0.07% 115
2021
Q4 		$448K Buy
1,670
+328
+24% +$82.8K 0.05% 115
2021
Q3 		$324K Sell
1,342
-144
-10% -$34.4K 0.05% 122
2021
Q2 		$343K Buy
1,486
+562
+61% +$131K 0.05% 128
2021
Q1 		$207K Buy
924
+84
+10% +$18K 0.03% 132
2020
Q4 		$180K Buy
+840
New +$183K 0.04% 125

Other funds holding MCD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

AdvisorShares Investments's MCD Position: Q2 2026 in Review

AdvisorShares Investments sold out of McDonald's (MCD) in Q2 2026, closing a stake of 1,540 shares — an estimated $479K sold.

AdvisorShares Investments first reported a position in MCD in Q4 2020 and held it in 22 quarters. The position peaked at $558K in Q4 2023. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • AdvisorShares Investments reported no remaining McDonald's position as of Q2 2026 after selling out during the quarter.
  • AdvisorShares Investments sold 1,540 McDonald's shares in Q2 2026, an estimated $479K.
  • AdvisorShares Investments first reported a position in McDonald's in Q4 2020 and held it in 22 quarters.
  • AdvisorShares Investments's McDonald's position peaked at $558K in Q4 2023.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on AdvisorShares Investments's 13F filing for Q2 2026, filed 11 Aug 2026.