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Advocate Investing Services’s McDonald's MCD Stock Holding History

Advocate Investing 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 		$19.5K Buy
72
+40
+125% +$11.5K 0.02% 227
2026
Q1 		$9.95K Hold
32
– – 0.01% 253
2025
Q4 		$9.78K Buy
+32
New +$9.8K 0.01% 231

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

Advocate Investing Services's MCD Position: Q2 2026 in Review

Advocate Investing Services increased its McDonald's (MCD) stake by 125% in Q2 2026, buying an estimated $11.5K and bringing the position to 72 shares worth $19.5K. The position accounts for 0.02% of the portfolio, ranked #227.

Advocate Investing Services first reported a position in MCD in Q4 2025 and has held it in 3 quarters since. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Advocate Investing Services held 72 shares of McDonald's worth $19.5K as of Q2 2026.
  • Advocate Investing Services bought 40 McDonald's shares in Q2 2026, an estimated $11.5K.
  • McDonald's made up 0.02% of Advocate Investing Services's portfolio in Q2 2026, its #227 holding.
  • Advocate Investing Services first reported a position in McDonald's in Q4 2025 and has held it in 3 quarters since.
  • 3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Advocate Investing Services's 13F filing for Q2 2026, filed 29 Jul 2026.