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

Alliance Wealth Advisors (Utah)’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 		$1.22M Sell
4,506
-1,680
-27% -$482K 0.23% 57
2026
Q1 		$1.92M Sell
6,186
-2,953
-32% -$941K 0.42% 39
2025
Q4 		$2.79M Sell
9,139
-3,940
-30% -$1.21M 0.61% 45
2025
Q3 		$3.97M Buy
13,079
+482
+4% +$147K 0.93% 30
2025
Q2 		$3.68M Buy
12,597
+313
+3% +$96.5K 0.88% 32
2025
Q1 		$3.84M Sell
12,284
-192
-2% -$57.4K 1% 28
2024
Q4 		$3.62M Buy
12,476
+431
+4% +$129K 0.93% 28
2024
Q3 		$3.67M Buy
12,045
+724
+6% +$200K 0.96% 29
2024
Q2 		$2.89M Buy
11,321
+573
+5% +$152K 0.85% 38
2024
Q1 		$3.03M Buy
10,748
+755
+8% +$220K 0.9% 35
2023
Q4 		$2.96M Buy
9,993
+99
+1% +$26.9K 1% 27
2023
Q3 		$2.61M Buy
9,894
+548
+6% +$156K 0.97% 29
2023
Q2 		$2.79M Buy
9,346
+137
+1% +$39.8K 1.04% 23
2023
Q1 		$2.58M Buy
9,209
+328
+4% +$87.9K 1.04% 23
2022
Q4 		$2.34M Buy
+8,881
New +$2.34M 1.05% 26

Other funds holding MCD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Alliance Wealth Advisors (Utah) reduced its McDonald's (MCD) stake by 27% in Q2 2026, selling an estimated $482K and leaving 4,506 shares worth $1.22M. The position accounts for 0.23% of the portfolio, ranked #57.

Alliance Wealth Advisors (Utah) first reported a position in MCD in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.97M in Q3 2025. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Alliance Wealth Advisors (Utah) held 4,506 shares of McDonald's worth $1.22M as of Q2 2026.
  • Alliance Wealth Advisors (Utah) sold 1,680 McDonald's shares in Q2 2026, an estimated $482K.
  • McDonald's made up 0.23% of Alliance Wealth Advisors (Utah)'s portfolio in Q2 2026, its #57 holding.
  • Alliance Wealth Advisors (Utah) first reported a position in McDonald's in Q4 2022 and has held it in 15 quarters since.
  • Alliance Wealth Advisors (Utah)'s McDonald's position peaked at $3.97M in Q3 2025.
  • 3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2026, filed 23 Jul 2026.