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Alliance Wealth Advisors (Pennsylvania)’s McDonald's MCD Stock Holding History

Alliance Wealth Advisors (Pennsylvania)’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 		$362K Hold
1,340
– – 0.12% 120
2026
Q1 		$416K Hold
1,340
– – 0.18% 98
2025
Q4 		$410K Sell
1,340
-14
-1% -$4.29K 0.18% 94
2025
Q3 		$411K Sell
1,354
-25
-2% -$7.61K 0.18% 96
2025
Q2 		$403K Hold
1,379
– – 0.21% 92
2025
Q1 		$431K Hold
1,379
– – 0.24% 76
2024
Q4 		$400K Sell
1,379
-25
-2% -$7.46K 0.22% 82
2024
Q3 		$428K Sell
1,404
-25
-2% -$6.89K 0.24% 77
2024
Q2 		$364K Sell
1,429
-25
-2% -$6.63K 0.23% 84
2024
Q1 		$410K Sell
1,454
-2
-0.1% -$582 0.26% 76
2023
Q4 		$432K Sell
1,456
-21
-1% -$5.72K 0.29% 66
2023
Q3 		$389K Hold
1,477
– – 0.28% 71
2023
Q2 		$441K Hold
1,477
– – 0.31% 65
2023
Q1 		$413K Sell
1,477
-50
-3% -$13.4K 0.31% 65
2022
Q4 		$402K Buy
1,527
+162
+12% +$42.7K 0.34% 66
2022
Q3 		$315K Sell
1,365
-110
-7% -$28.1K 0.29% 73
2022
Q2 		$364K Sell
1,475
-374
-20% -$92.1K 0.31% 70
2022
Q1 		$457K Buy
1,849
+61
+3% +$15.2K 0.38% 62
2021
Q4 		$479K Hold
1,788
– – 0.39% 63
2021
Q3 		$431K Buy
1,788
+184
+11% +$43.9K 0.38% 66
2021
Q2 		$371K Buy
1,604
+22
+1% +$5.12K 0.33% 73
2021
Q1 		$355K Buy
1,582
+57
+4% +$12.2K 0.35% 69
2020
Q4 		$327K Buy
+1,525
New +$332K 0.34% 69

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

Alliance Wealth Advisors (Pennsylvania)'s MCD Position: Q2 2026 in Review

Alliance Wealth Advisors (Pennsylvania) held its McDonald's (MCD) position steady in Q2 2026 at 1,340 shares worth $362K. The position accounts for 0.12% of the portfolio, ranked #120.

Alliance Wealth Advisors (Pennsylvania) first reported a position in MCD in Q4 2020 and has held it in 23 quarters since. The position peaked at $479K in Q4 2021. 621 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Alliance Wealth Advisors (Pennsylvania) held 1,340 shares of McDonald's worth $362K as of Q2 2026.
  • Alliance Wealth Advisors (Pennsylvania) left its McDonald's share count unchanged in Q2 2026.
  • McDonald's made up 0.12% of Alliance Wealth Advisors (Pennsylvania)'s portfolio in Q2 2026, its #120 holding.
  • Alliance Wealth Advisors (Pennsylvania) first reported a position in McDonald's in Q4 2020 and has held it in 23 quarters since.
  • Alliance Wealth Advisors (Pennsylvania)'s McDonald's position peaked at $479K in Q4 2021.
  • 621 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Alliance Wealth Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 9 Jul 2026.