Affiance Financial’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 | $980K | Buy |
4,243
+211
| +5% | +$55.5K | 0.14% | 54 |
|
|
2026
Q2 | $1.09M | Hold |
4,032
| – | – | 0.16% | 53 |
|
|
2026
Q1 | $1.25M | Sell |
4,032
-491
| -11% | -$156K | 0.2% | 49 |
|
|
2025
Q4 | $1.38M | Sell |
4,523
-81
| -2% | -$24.8K | 0.22% | 46 |
|
|
2025
Q3 | $1.4M | Sell |
4,604
-658
| -13% | -$200K | 0.25% | 42 |
|
|
2025
Q2 | $1.54M | Sell |
5,262
-416
| -7% | -$128K | 0.31% | 40 |
|
|
2025
Q1 | $1.77M | Hold |
5,678
| – | – | 0.41% | 34 |
|
|
2024
Q4 | $1.65M | Sell |
5,678
-565
| -9% | -$168K | 0.39% | 41 |
|
|
2024
Q3 | $1.9M | Sell |
6,243
-690
| -10% | -$190K | 0.46% | 32 |
|
|
2024
Q2 | $1.77M | Buy |
6,933
+200
| +3% | +$53.1K | 0.46% | 33 |
|
|
2024
Q1 | $1.9M | Sell |
6,733
-400
| -6% | -$116K | 0.51% | 30 |
|
|
2023
Q4 | $2.12M | Buy |
7,133
+200
| +3% | +$54.4K | 0.62% | 26 |
|
|
2023
Q3 | $1.83M | Buy |
6,933
+63
| +0.9% | +$18K | 0.93% | 23 |
|
|
2023
Q2 | $2.05M | Buy |
6,870
+317
| +5% | +$92.1K | 1% | 19 |
|
|
2023
Q1 | $1.83M | Hold |
6,553
| – | – | 0.97% | 20 |
|
|
2022
Q4 | $1.73M | Sell |
6,553
-277
| -4% | -$73.1K | 0.7% | 28 |
|
|
2022
Q3 | $1.58M | Buy |
6,830
+5
| +0.1% | +$1.28K | 0.89% | 20 |
|
|
2022
Q2 | $1.68M | Hold |
6,825
| – | – | 0.91% | 21 |
|
|
2022
Q1 | $1.69M | Sell |
6,825
-11
| -0.2% | -$2.74K | 0.82% | 24 |
|
|
2021
Q4 | $1.83M | Sell |
6,836
-309
| -4% | -$78K | 0.77% | 30 |
|
|
2021
Q3 | $1.72M | Sell |
7,145
-3
| -0% | -$716 | 0.75% | 29 |
|
|
2021
Q2 | $1.65M | Buy |
7,148
+721
| +11% | +$168K | 0.7% | 30 |
|
|
2021
Q1 | $1.44M | Sell |
6,427
-69
| -1% | -$14.8K | 0.64% | 35 |
|
|
2020
Q4 | $1.39M | Buy |
6,496
+93
| +1% | +$20.2K | 0.73% | 30 |
|
|
2020
Q3 | $1.4M | Hold |
6,403
| – | – | 0.81% | 28 |
|
|
2020
Q2 | $1.18M | Sell |
6,403
-578
| -8% | -$106K | 0.64% | 33 |
|
|
2020
Q1 | $1.15M | Hold |
6,981
| – | – | 0.8% | 27 |
|
|
2019
Q4 | $1.38M | Sell |
6,981
-178
| -2% | -$35.3K | 0.76% | 26 |
|
|
2019
Q3 | $1.54M | Hold |
7,159
| – | – | 0.93% | 22 |
|
|
2019
Q2 | $1.49M | Hold |
7,159
| – | – | 0.91% | 24 |
|
|
2019
Q1 | $1.36M | Hold |
7,159
| – | – | 0.86% | 23 |
|
|
2018
Q4 | $1.27M | Sell |
7,159
-103
| -1% | -$18.3K | 0.84% | 25 |
|
|
2018
Q3 | $1.22M | Buy |
7,262
+61
| +0.8% | +$9.8K | 0.8% | 23 |
|
|
2018
Q2 | $1.13M | Buy |
7,201
+142
| +2% | +$23K | 0.86% | 22 |
|
|
2018
Q1 | $1.1M | Hold |
7,059
| – | – | 0.98% | 17 |
|
|
2017
Q4 | $1.22M | Sell |
7,059
-108
| -2% | -$18.1K | 0.9% | 21 |
|
|
2017
Q3 | $1.12M | Hold |
7,167
| – | – | 0.9% | 21 |
|
|
2017
Q2 | $1.1M | Hold |
7,167
| – | – | 0.87% | 22 |
|
|
2017
Q1 | $929K | Hold |
7,167
| – | – | 0.72% | 26 |
|
|
2016
Q4 | $872K | Sell |
7,167
-53
| -0.7% | -$6.22K | 0.7% | 27 |
|
|
2016
Q3 | $833K | Buy |
7,220
+53
| +0.7% | +$6.28K | 0.68% | 28 |
|
|
2016
Q2 | $862K | Sell |
7,167
-136
| -2% | -$17K | 0.73% | 26 |
|
|
2016
Q1 | $918K | Hold |
7,303
| – | – | 0.88% | 26 |
|
|
2015
Q4 | $863K | Sell |
7,303
-270
| -4% | -$30.2K | 0.89% | 27 |
|
|
2015
Q3 | $746K | Sell |
7,573
-124
| -2% | -$12.1K | 0.93% | 29 |
|
|
2015
Q2 | $732K | Hold |
7,697
| – | – | 0.93% | 28 |
|
|
2015
Q1 | $750K | Buy |
7,697
+810
| +12% | +$76.8K | 1.14% | 20 |
|
|
2014
Q4 | $645K | Buy |
+6,887
| New | +$645K | 1.13% | 21 |
|
Other funds holding MCD
Affiance Financial's MCD Position: Q3 2026 in Review
Affiance Financial increased its McDonald's (MCD) stake by 5.2% in Q3 2026, buying an estimated $55.5K and bringing the position to 4,243 shares worth $980K. The position accounts for 0.14% of the portfolio, ranked #54.
Affiance Financial first reported a position in MCD in Q4 2014 and has held it in 48 quarters since. The position peaked at $2.12M in Q4 2023. 2,119 funds tracked by Wall St. Rank hold MCD as of Q3 2026.
- Affiance Financial held 4,243 shares of McDonald's worth $980K as of Q3 2026.
- Affiance Financial bought 211 McDonald's shares in Q3 2026, an estimated $55.5K.
- McDonald's made up 0.14% of Affiance Financial's portfolio in Q3 2026, its #54 holding.
- Affiance Financial first reported a position in McDonald's in Q4 2014 and has held it in 48 quarters since.
- Affiance Financial's McDonald's position peaked at $2.12M in Q4 2023.
- 2,119 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.
Based on Affiance Financial's 13F filing for Q3 2026, filed 15 Oct 2026.