Advisory Solutions Group’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
Q3
$604K Buy
2,616
+551
+27% +$145K 0.13% 149
2026
Q2
$558K Buy
+2,065
New +$592K 0.19% 106

Other funds holding MCD

Advisory Solutions Group's MCD Position: Q3 2026 in Review

Advisory Solutions Group increased its McDonald's (MCD) stake by 27% in Q3 2026, buying an estimated $145K and bringing the position to 2,616 shares worth $604K. The position accounts for 0.13% of the portfolio, ranked #149.

Advisory Solutions Group first reported a position in MCD in Q2 2026 and has held it in 2 quarters since. 2,914 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Advisory Solutions Group held 2,616 shares of McDonald's worth $604K as of Q3 2026.
  • Advisory Solutions Group bought 551 McDonald's shares in Q3 2026, an estimated $145K.
  • McDonald's made up 0.13% of Advisory Solutions Group's portfolio in Q3 2026, its #149 holding.
  • Advisory Solutions Group first reported a position in McDonald's in Q2 2026 and has held it in 2 quarters since.
  • 2,914 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Advisory Solutions Group's 13F filing for Q3 2026, filed 14 Oct 2026.