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Advyzon Investment Management’s McDonald's MCD Stock Holding History

Advyzon Investment Management’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
4,204
-3,041
-42% -$872K 0.08% 235
2026
Q1 		$2.25M Sell
7,245
-1,256
-15% -$400K 0.2% 115
2025
Q4 		$2.6M Buy
8,501
+3,042
+56% +$932K 0.3% 77
2025
Q3 		$1.66M Sell
5,459
-1,192
-18% -$363K 0.28% 77
2025
Q2 		$1.94M Buy
6,651
+4,684
+238% +$1.44M 0.43% 50
2025
Q1 		$615K Buy
+1,967
New +$588K 0.22% 89

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

Advyzon Investment Management's MCD Position: Q2 2026 in Review

Advyzon Investment Management reduced its McDonald's (MCD) stake by 42% in Q2 2026, selling an estimated $872K and leaving 4,204 shares worth $1.14M. The position accounts for 0.08% of the portfolio, ranked #235.

Advyzon Investment Management first reported a position in MCD in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.6M in Q4 2025. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Advyzon Investment Management held 4,204 shares of McDonald's worth $1.14M as of Q2 2026.
  • Advyzon Investment Management sold 3,041 McDonald's shares in Q2 2026, an estimated $872K.
  • McDonald's made up 0.08% of Advyzon Investment Management's portfolio in Q2 2026, its #235 holding.
  • Advyzon Investment Management first reported a position in McDonald's in Q1 2025 and has held it in 6 quarters since.
  • Advyzon Investment Management's McDonald's position peaked at $2.6M in Q4 2025.
  • 3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.