Advisory Advocates’s McDonald's MCD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$235K Sell
870
-150
-15% -$43K 0.2% 162
2026
Q1
$317K Sell
1,020
-142
-12% -$45.2K 0.32% 112
2025
Q4
$355K Buy
+1,162
New +$356K 0.35% 102

Other funds holding MCD

Advisory Advocates's MCD Position: Q2 2026 in Review

Advisory Advocates reduced its McDonald's (MCD) stake by 15% in Q2 2026, selling an estimated $43K and leaving 870 shares worth $235K. The position accounts for 0.2% of the portfolio, ranked #162.

Advisory Advocates first reported a position in MCD in Q4 2025 and has held it in 3 quarters since. The position peaked at $355K in Q4 2025. 3,321 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Advisory Advocates held 870 shares of McDonald's worth $235K as of Q2 2026.
  • Advisory Advocates sold 150 McDonald's shares in Q2 2026, an estimated $43K.
  • McDonald's made up 0.2% of Advisory Advocates's portfolio in Q2 2026, its #162 holding.
  • Advisory Advocates first reported a position in McDonald's in Q4 2025 and has held it in 3 quarters since.
  • Advisory Advocates's McDonald's position peaked at $355K in Q4 2025.
  • 3,321 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Advisory Advocates's 13F filing for Q2 2026, filed 10 Aug 2026.