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Alesco Advisors’s McDonald's MCD Stock Holding History

Alesco 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 		$303K Sell
1,122
-161
-13% -$46.2K 0.01% 187
2026
Q1 		$399K Hold
1,283
– – 0.01% 187
2025
Q4 		$392K Sell
1,283
-67
-5% -$20.5K 0.01% 153
2025
Q3 		$410K Buy
1,350
+137
+11% +$41.7K 0.01% 148
2025
Q2 		$354K Sell
1,213
-2
-0.2% -$617 0.01% 151
2025
Q1 		$380K Sell
1,215
-15
-1% -$4.49K 0.01% 140
2024
Q4 		$357K Buy
1,230
+83
+7% +$24.8K 0.01% 149
2024
Q3 		$349K Hold
1,147
– – 0.01% 143
2024
Q2 		$292K Sell
1,147
-447
-28% -$119K 0.01% 154
2024
Q1 		$449K Buy
1,594
+445
+39% +$129K 0.01% 133
2023
Q4 		$341K Hold
1,149
– – 0.01% 139
2023
Q3 		$303K Hold
1,149
– – 0.01% 145
2023
Q2 		$343K Hold
1,149
– – 0.01% 132
2023
Q1 		$321K Buy
1,149
+152
+15% +$40.7K 0.01% 135
2022
Q4 		$263K Buy
997
+11
+1% +$2.9K 0.01% 149
2022
Q3 		$228K Hold
986
– – 0.01% 142
2022
Q2 		$243K Hold
986
– – 0.01% 136
2022
Q1 		$244K Buy
986
+48
+5% +$12K 0.01% 136
2021
Q4 		$251K Sell
938
-28
-3% -$7.07K 0.01% 131
2021
Q3 		$233K Sell
966
-28
-3% -$6.68K 0.01% 129
2021
Q2 		$230K Hold
994
– – 0.01% 129
2021
Q1 		$223K Hold
994
– – 0.01% 123
2020
Q4 		$213K Hold
994
– – 0.01% 123
2020
Q3 		$218K Buy
+994
New +$204K 0.01% 116
2019
Q4 		– Sell
-938
Closed -$201K – 170
2019
Q3 		$201K Buy
+938
New +$201K 0.01% 128

Other funds holding MCD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Alesco Advisors's MCD Position: Q2 2026 in Review

Alesco Advisors reduced its McDonald's (MCD) stake by 13% in Q2 2026, selling an estimated $46.2K and leaving 1,122 shares worth $303K. The position accounts for 0.01% of the portfolio, ranked #187.

Alesco Advisors first reported a position in MCD in Q3 2019 and has held it in 25 quarters since. The position peaked at $449K in Q1 2024. 2,290 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Alesco Advisors held 1,122 shares of McDonald's worth $303K as of Q2 2026.
  • Alesco Advisors sold 161 McDonald's shares in Q2 2026, an estimated $46.2K.
  • McDonald's made up 0.01% of Alesco Advisors's portfolio in Q2 2026, its #187 holding.
  • Alesco Advisors first reported a position in McDonald's in Q3 2019 and has held it in 25 quarters since.
  • Alesco Advisors's McDonald's position peaked at $449K in Q1 2024.
  • 2,290 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Alesco Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.