AIMZ Investment Advisors’s McDonald's MCD Stock Holding History

AIMZ Investment 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	$413K	Hold	1,527	–	–	0.11%	105
2026 Q1	$475K	Sell	1,527 -100	-6%	-$31.9K	0.15%	98
2025 Q4	$497K	Hold	1,627	–	–	0.14%	96
2025 Q3	$494K	Hold	1,627	–	–	0.16%	90
2025 Q2	$475K	Sell	1,627 -150	-8%	-$46.2K	0.16%	91
2025 Q1	$555K	Hold	1,777	–	–	0.19%	82
2024 Q4	$515K	Hold	1,777	–	–	0.18%	86
2024 Q3	$541K	Sell	1,777 -200	-10%	-$55.1K	0.18%	83
2024 Q2	$504K	Hold	1,977	–	–	0.18%	82
2024 Q1	$557K	Hold	1,977	–	–	0.21%	80
2023 Q4	$586K	Hold	1,977	–	–	0.24%	74
2023 Q3	$521K	Hold	1,977	–	–	0.23%	76
2023 Q2	$590K	Sell	1,977 -300	-13%	-$87.2K	0.25%	73
2023 Q1	$637K	Hold	2,277	–	–	0.29%	70
2022 Q4	$600K	Sell	2,277 -300	-12%	-$79.1K	0.28%	71
2022 Q3	$595K	Sell	2,577 -400	-13%	-$102K	0.3%	72
2022 Q2	$735K	Hold	2,977	–	–	0.35%	70
2022 Q1	$736K	Hold	2,977	–	–	0.3%	74
2021 Q4	$798K	Hold	2,977	–	–	0.31%	74
2021 Q3	$718K	Hold	2,977	–	–	0.32%	73
2021 Q2	$688K	Hold	2,977	–	–	0.31%	73
2021 Q1	$667K	Hold	2,977	–	–	0.33%	71
2020 Q4	$639K	Hold	2,977	–	–	0.33%	70
2020 Q3	$653K	Hold	2,977	–	–	0.39%	61
2020 Q2	$549K	Sell	2,977 -700	-19%	-$128K	0.36%	63
2020 Q1	$608K	Hold	3,677	–	–	0.47%	60
2019 Q4	$727K	Hold	3,677	–	–	0.47%	63
2019 Q3	$789K	Sell	3,677 -7	-0.2%	-$1.5K	0.54%	57
2019 Q2	$765K	Hold	3,684	–	–	0.53%	59
2019 Q1	$700K	Sell	3,684 -50	-1%	-$9.07K	0.48%	62
2018 Q4	$663K	Hold	3,734	–	–	0.51%	60
2018 Q3	$625K	Hold	3,734	–	–	0.4%	69
2018 Q2	$585K	Hold	3,734	–	–	0.41%	69
2018 Q1	$584K	Hold	3,734	–	–	0.42%	67
2017 Q4	$643K	Hold	3,734	–	–	0.48%	63
2017 Q3	$585K	Hold	3,734	–	–	0.48%	65
2017 Q2	$572K	Hold	3,734	–	–	0.48%	64
2017 Q1	$484K	Hold	3,734	–	–	0.41%	69
2016 Q4	$455K	Hold	3,734	–	–	0.41%	71
2016 Q3	$431K	Hold	3,734	–	–	0.39%	71
2016 Q2	$449K	Sell	3,734 -4,384	-54%	-$549K	0.41%	70
2016 Q1	$902K	Buy	8,118 +4,184	+106%	+$500K	0.4%	69
2015 Q4	$465K	Sell	3,934 -400	-9%	-$44.7K	0.42%	71
2015 Q3	$427K	Buy	4,334 +150	+4%	+$14.6K	0.39%	71
2015 Q2	$398K	Hold	4,184	–	–	0.35%	74
2015 Q1	$408K	Sell	4,184 -85	-2%	-$8.06K	0.35%	72
2014 Q4	$400K	Buy	+4,269	New	+$400K	0.36%	70

Other funds holding MCD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

AIMZ Investment Advisors's MCD Position: Q2 2026 in Review

AIMZ Investment Advisors held its McDonald's (MCD) position steady in Q2 2026 at 1,527 shares worth $413K. The position accounts for 0.11% of the portfolio, ranked #105.

AIMZ Investment Advisors first reported a position in MCD in Q4 2014 and has held it in 47 quarters since. The position peaked at $902K in Q1 2016. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

AIMZ Investment Advisors held 1,527 shares of McDonald's worth $413K as of Q2 2026.
AIMZ Investment Advisors left its McDonald's share count unchanged in Q2 2026.
McDonald's made up 0.11% of AIMZ Investment Advisors's portfolio in Q2 2026, its #105 holding.
AIMZ Investment Advisors first reported a position in McDonald's in Q4 2014 and has held it in 47 quarters since.
AIMZ Investment Advisors's McDonald's position peaked at $902K in Q1 2016.
3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

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