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Advocate Group’s McDonald's MCD Stock Holding History

Advocate Group’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 		$7.82M Sell
28,930
-490
-2% -$141K 1.18% 37
2026
Q1 		$9.14M Sell
29,420
-435
-1% -$139K 1.43% 28
2025
Q4 		$9.12M Sell
29,855
-2,100
-7% -$643K 1.48% 23
2025
Q3 		$9.71M Buy
31,955
+429
+1% +$131K 1.6% 19
2025
Q2 		$9.21M Buy
31,526
+301
+1% +$92.8K 1.65% 18
2025
Q1 		$9.75M Buy
31,225
+599
+2% +$179K 1.78% 13
2024
Q4 		$8.88M Buy
30,626
+1,198
+4% +$357K 1.67% 18
2024
Q3 		$8.96M Buy
29,428
+1,218
+4% +$336K 1.62% 19
2024
Q2 		$7.19M Buy
28,210
+1,187
+4% +$315K 1.45% 29
2024
Q1 		$7.62M Buy
27,023
+2,202
+9% +$640K 1.51% 24
2023
Q4 		$7.36M Sell
24,821
-351
-1% -$95.5K 1.58% 18
2023
Q3 		$6.63M Buy
25,172
+127
+0.5% +$36.2K 1.54% 17
2023
Q2 		$7.47M Buy
25,045
+556
+2% +$162K 1.64% 18
2023
Q1 		$6.85M Buy
24,489
+428
+2% +$115K 1.5% 23
2022
Q4 		$6.34M Buy
24,061
+1,241
+5% +$327K 1.37% 30
2022
Q3 		$5.26M Buy
22,820
+831
+4% +$212K 1.3% 32
2022
Q2 		$5.43M Buy
+21,989
New +$5.42M 1.26% 34

Other funds holding MCD

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Advocate Group's MCD Position: Q2 2026 in Review

Advocate Group reduced its McDonald's (MCD) stake by 1.7% in Q2 2026, selling an estimated $141K and leaving 28,930 shares worth $7.82M. The position accounts for 1.18% of the portfolio, ranked #37.

Advocate Group first reported a position in MCD in Q2 2022 and has held it in 17 quarters since. The position peaked at $9.75M in Q1 2025. 1,684 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Advocate Group held 28,930 shares of McDonald's worth $7.82M as of Q2 2026.
  • Advocate Group sold 490 McDonald's shares in Q2 2026, an estimated $141K.
  • McDonald's made up 1.18% of Advocate Group's portfolio in Q2 2026, its #37 holding.
  • Advocate Group first reported a position in McDonald's in Q2 2022 and has held it in 17 quarters since.
  • Advocate Group's McDonald's position peaked at $9.75M in Q1 2025.
  • 1,684 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Advocate Group's 13F filing for Q2 2026, filed 17 Jul 2026.