Advocacy Wealth Management Services’s McDonald's MCD Stock Holding History

Advocacy Wealth Management Services’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	$403K	Sell	1,491 -96	-6%	-$27.5K	0.01%	136
2026 Q1	$493K	Buy	1,587 +210	+15%	+$66.9K	0.02%	129
2025 Q4	$421K	Buy	1,377 +7	+0.5%	+$2.14K	0.02%	128
2025 Q3	$416K	Buy	+1,370	New	+$417K	0.02%	129
2016 Q1	–	Sell	-199	Closed	-$24K	–	543
2015 Q4	$24K	Buy	+199	New	+$22.3K	0.03%	251
2013 Q3	$116K	Buy	1,186 +1,102	+1,312%	+$108K	0.32%	57
2013 Q2	$8K	Buy	+84	New	+$8.41K	0.03%	186

Other funds holding MCD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Advocacy Wealth Management Services's MCD Position: Q2 2026 in Review

Advocacy Wealth Management Services reduced its McDonald's (MCD) stake by 6% in Q2 2026, selling an estimated $27.5K and leaving 1,491 shares worth $403K. The position accounts for 0.01% of the portfolio, ranked #136.

Advocacy Wealth Management Services first reported a position in MCD in Q2 2013 and has held it in 7 quarters since. The position peaked at $493K in Q1 2026. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Advocacy Wealth Management Services held 1,491 shares of McDonald's worth $403K as of Q2 2026.
Advocacy Wealth Management Services sold 96 McDonald's shares in Q2 2026, an estimated $27.5K.
McDonald's made up 0.01% of Advocacy Wealth Management Services's portfolio in Q2 2026, its #136 holding.
Advocacy Wealth Management Services first reported a position in McDonald's in Q2 2013 and has held it in 7 quarters since.
Advocacy Wealth Management Services's McDonald's position peaked at $493K in Q1 2026.
3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2026, filed 29 Jul 2026.