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

Allied 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	$302K	Sell	1,116 -250	-18%	-$71.7K	0.04%	86
2026 Q1	$425K	Hold	1,366	–	–	0.06%	69
2025 Q4	$417K	Buy	1,366 +34	+3%	+$10.4K	0.06%	70
2025 Q3	$405K	Hold	1,332	–	–	0.06%	69
2025 Q2	$389K	Buy	1,332 +55	+4%	+$17K	0.07%	64
2025 Q1	$399K	Hold	1,277	–	–	0.08%	61
2024 Q4	$370K	Buy	1,277 +204	+19%	+$60.8K	0.07%	60
2024 Q3	$327K	Hold	1,073	–	–	0.06%	59
2024 Q2	$273K	Hold	1,073	–	–	0.06%	59
2024 Q1	$303K	Hold	1,073	–	–	0.07%	53
2023 Q4	$318K	Hold	1,073	–	–	0.09%	51
2023 Q3	$283K	Hold	1,073	–	–	0.08%	50
2023 Q2	$320K	Sell	1,073 -221	-17%	-$64.2K	0.09%	48
2023 Q1	$362K	Hold	1,294	–	–	0.11%	46
2022 Q4	$341K	Hold	1,294	–	–	0.11%	47
2022 Q3	$299K	Buy	1,294 +80	+7%	+$20.4K	0.11%	46
2022 Q2	$300K	Sell	1,214 -263	-18%	-$64.8K	0.11%	46
2022 Q1	$365K	Buy	1,477 +263	+22%	+$65.5K	0.12%	45
2021 Q4	$325K	Hold	1,214	–	–	0.11%	47
2021 Q3	$293K	Sell	1,214 -1	-0.1%	-$239	0.11%	49
2021 Q2	$281K	Buy	1,215 +14	+1%	+$3.26K	0.11%	50
2021 Q1	$269K	Sell	1,201 -40	-3%	-$8.55K	0.12%	45
2020 Q4	$266K	Hold	1,241	–	–	0.13%	44
2020 Q3	$272K	Hold	1,241	–	–	0.15%	44
2020 Q2	$229K	Buy	+1,241	New	+$228K	0.13%	44
2020 Q1	–	Sell	-1,181	Closed	-$233K	–	47
2019 Q4	$233K	Hold	1,181	–	–	0.14%	42
2019 Q3	$254K	Hold	1,181	–	–	0.16%	42
2019 Q2	$245K	Buy	+1,181	New	+$234K	0.16%	43

Other funds holding MCD

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Allied Investment Advisors reduced its McDonald's (MCD) stake by 18% in Q2 2026, selling an estimated $71.7K and leaving 1,116 shares worth $302K. The position accounts for 0.04% of the portfolio, ranked #86.

Allied Investment Advisors first reported a position in MCD in Q2 2019 and has held it in 28 quarters since. The position peaked at $425K in Q1 2026. 1,650 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Allied Investment Advisors held 1,116 shares of McDonald's worth $302K as of Q2 2026.
Allied Investment Advisors sold 250 McDonald's shares in Q2 2026, an estimated $71.7K.
McDonald's made up 0.04% of Allied Investment Advisors's portfolio in Q2 2026, its #86 holding.
Allied Investment Advisors first reported a position in McDonald's in Q2 2019 and has held it in 28 quarters since.
Allied Investment Advisors's McDonald's position peaked at $425K in Q1 2026.
1,650 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Allied Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.