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Advisory Alpha’s McDonald's MCD Stock Holding History

Advisory Alpha’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 		$1.14M Sell
4,224
-376
-8% -$108K 0.03% 199
2026
Q1 		$1.43M Sell
4,600
-57
-1% -$18.2K 0.04% 150
2025
Q4 		$1.42M Buy
4,657
+151
+3% +$46.2K 0.04% 152
2025
Q3 		$1.35M Sell
4,506
-382
-8% -$116K 0.04% 143
2025
Q2 		$1.43M Buy
4,888
+125
+3% +$38.5K 0.04% 131
2025
Q1 		$1.49M Buy
4,763
+616
+15% +$184K 0.05% 133
2024
Q4 		$1.2M Buy
4,147
+388
+10% +$116K 0.04% 140
2024
Q3 		$1.15M Sell
3,759
-793
-17% -$219K 0.04% 140
2024
Q2 		$1.16M Sell
4,552
-235
-5% -$62.3K 0.05% 138
2024
Q1 		$1.35M Buy
4,787
+1,865
+64% +$542K 0.06% 134
2023
Q4 		$867K Buy
2,922
+292
+11% +$79.5K 0.04% 155
2023
Q3 		$693K Sell
2,630
-151
-5% -$43.1K 0.04% 170
2023
Q2 		$830K Buy
2,781
+629
+29% +$183K 0.04% 174
2023
Q1 		$602K Buy
2,152
+28
+1% +$7.5K 0.04% 166
2022
Q4 		$560K Buy
2,124
+113
+6% +$29.8K 0.04% 160
2022
Q3 		$464K Sell
2,011
-81
-4% -$20.7K 0.04% 164
2022
Q2 		$517K Sell
2,092
-39
-2% -$9.61K 0.04% 156
2022
Q1 		$527K Buy
2,131
+196
+10% +$48.8K 0.03% 171
2021
Q4 		$519K Buy
1,935
+555
+40% +$140K 0.03% 171
2021
Q3 		$333K Buy
1,380
+55
+4% +$13.1K 0.02% 195
2021
Q2 		$306K Buy
+1,325
New +$308K 0.03% 157
2020
Q4 		– Sell
-1,169
Closed -$265K – 422
2020
Q3 		$265K Buy
+1,169
New +$240K 0.06% 75

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

Advisory Alpha's MCD Position: Q2 2026 in Review

Advisory Alpha reduced its McDonald's (MCD) stake by 8.2% in Q2 2026, selling an estimated $108K and leaving 4,224 shares worth $1.14M. The position accounts for 0.03% of the portfolio, ranked #199.

Advisory Alpha first reported a position in MCD in Q3 2020 and has held it in 22 quarters since. The position peaked at $1.49M in Q1 2025. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Advisory Alpha held 4,224 shares of McDonald's worth $1.14M as of Q2 2026.
  • Advisory Alpha sold 376 McDonald's shares in Q2 2026, an estimated $108K.
  • McDonald's made up 0.03% of Advisory Alpha's portfolio in Q2 2026, its #199 holding.
  • Advisory Alpha first reported a position in McDonald's in Q3 2020 and has held it in 22 quarters since.
  • Advisory Alpha's McDonald's position peaked at $1.49M in Q1 2025.
  • 3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Advisory Alpha's 13F filing for Q2 2026, filed 11 Aug 2026.