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Affinity Capital Advisors’s McDonald's MCD Stock Holding History

Affinity Capital Advisors’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 		$2.72M Sell
9,747
-138
-1% -$39.6K 0.34% 44
2026
Q1 		$3.07M Sell
9,885
-61
-0.6% -$19.4K 0.43% 32
2025
Q4 		$3.04M Buy
9,946
+214
+2% +$65.5K 0.42% 34
2025
Q3 		$2.92M Buy
9,732
+6
+0.1% +$1.83K 0.45% 35
2025
Q2 		$2.84M Sell
9,726
-45
-0.5% -$13.9K 0.49% 32
2025
Q1 		$3.03M Buy
9,771
+61
+0.6% +$18.2K 0.6% 28
2024
Q4 		$2.81M Sell
9,710
-15
-0.2% -$4.47K 0.53% 33
2024
Q3 		$2.96M Sell
9,725
-13
-0.1% -$3.58K 0.57% 32
2024
Q2 		$2.48M Sell
9,738
-32
-0.3% -$8.49K 0.52% 36
2024
Q1 		$2.75M Sell
9,770
-5
-0.1% -$1.45K 0.61% 33
2023
Q4 		$2.9M Sell
9,775
-61
-0.6% -$16.6K 0.71% 32
2023
Q3 		$2.59M Sell
9,836
-23
-0.2% -$6.56K 0.71% 33
2023
Q2 		$2.94M Buy
9,859
+27
+0.3% +$7.84K 0.8% 26
2023
Q1 		$2.75M Sell
9,832
-36
-0.4% -$9.64K 0.86% 27
2022
Q4 		$2.6M Buy
9,868
+1
+0% +$264 0.89% 25
2022
Q3 		$2.28M Buy
9,867
+6,712
+213% +$1.72M 0.8% 27
2022
Q2 		$779K Buy
3,155
+2
+0.1% +$493 0.27% 49
2022
Q1 		$780K Sell
3,153
-93
-3% -$23.2K 0.24% 56
2021
Q4 		$870K Buy
3,246
+1
+0% +$252 0.26% 54
2021
Q3 		$782K Sell
3,245
-21
-0.6% -$5.01K 0.26% 57
2021
Q2 		$754K Hold
3,266
– – 0.26% 55
2021
Q1 		$732K Buy
3,266
+4
+0.1% +$855 0.27% 54
2020
Q4 		$700K Hold
3,262
– – 0.28% 50
2020
Q3 		$716K Buy
3,262
+156
+5% +$32K 0.41% 43
2020
Q2 		$573K Sell
3,106
-279
-8% -$51.2K 0.37% 48
2020
Q1 		$630K Sell
3,385
-258
-7% -$50.8K 0.46% 40
2019
Q4 		$720K Buy
+3,643
New +$723K 0.47% 37

Other funds holding MCD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Affinity Capital Advisors's MCD Position: Q2 2026 in Review

Affinity Capital Advisors reduced its McDonald's (MCD) stake by 1.4% in Q2 2026, selling an estimated $39.6K and leaving 9,747 shares worth $2.72M. The position accounts for 0.34% of the portfolio, ranked #44.

Affinity Capital Advisors first reported a position in MCD in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.07M in Q1 2026. 619 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Affinity Capital Advisors held 9,747 shares of McDonald's worth $2.72M as of Q2 2026.
  • Affinity Capital Advisors sold 138 McDonald's shares in Q2 2026, an estimated $39.6K.
  • McDonald's made up 0.34% of Affinity Capital Advisors's portfolio in Q2 2026, its #44 holding.
  • Affinity Capital Advisors first reported a position in McDonald's in Q4 2019 and has held it in 27 quarters since.
  • Affinity Capital Advisors's McDonald's position peaked at $3.07M in Q1 2026.
  • 619 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Affinity Capital Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.