ALPS Advisors’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $27.4M | Buy |
101,520
+5,118
| +5% | +$1.47M | 0.13% | 96 |
|
|
2026
Q1 | $30M | Buy |
+96,402
| New | +$30.7M | 0.14% | 76 |
|
|
2025
Q4 | – | Sell |
-184,083
| Closed | -$55.9M | – | 1046 |
|
|
2025
Q3 | $55.9M | Buy |
184,083
+10,730
| +6% | +$3.27M | 0.31% | 27 |
|
|
2025
Q2 | $50.6M | Sell |
173,353
-3,982
| -2% | -$1.23M | 0.29% | 26 |
|
|
2025
Q1 | $55.4M | Buy |
177,335
+420
| +0.2% | +$126K | 0.32% | 24 |
|
|
2024
Q4 | $51.3M | Buy |
176,915
+81,537
| +85% | +$24.3M | 0.32% | 28 |
|
|
2024
Q3 | $29M | Buy |
95,378
+44,315
| +87% | +$12.2M | 0.19% | 59 |
|
|
2024
Q2 | $13M | Sell |
51,063
-364
| -0.7% | -$96.6K | 0.09% | 118 |
|
|
2024
Q1 | $14.5M | Sell |
51,427
-727
| -1% | -$211K | 0.1% | 107 |
|
|
2023
Q4 | $15.5M | Buy |
52,154
+274
| +0.5% | +$74.6K | 0.12% | 107 |
|
|
2023
Q3 | $13.7M | Sell |
51,880
-28,919
| -36% | -$8.25M | 0.11% | 114 |
|
|
2023
Q2 | $24.1M | Sell |
80,799
-389
| -0.5% | -$113K | 0.21% | 80 |
|
|
2023
Q1 | $22.7M | Sell |
81,188
-4,425
| -5% | -$1.19M | 0.2% | 106 |
|
|
2022
Q4 | $22.6M | Sell |
85,613
-4,160
| -5% | -$1.1M | 0.2% | 106 |
|
|
2022
Q3 | $20.7M | Sell |
89,773
-4,678
| -5% | -$1.2M | 0.2% | 103 |
|
|
2022
Q2 | $23.3M | Buy |
94,451
+92,654
| +5,156% | +$22.8M | 0.23% | 86 |
|
|
2022
Q1 | $444K | Sell |
1,797
-90
| -5% | -$22.4K | ﹤0.01% | 450 |
|
|
2021
Q4 | $506K | Buy |
1,887
+205
| +12% | +$51.8K | 0.01% | 496 |
|
|
2021
Q3 | $406K | Buy |
1,682
+260
| +18% | +$62.1K | ﹤0.01% | 539 |
|
|
2021
Q2 | $328K | Buy |
+1,422
| New | +$331K | ﹤0.01% | 775 |
|
|
2020
Q3 | – | Sell |
-1,345
| Closed | -$248K | – | 893 |
|
|
2020
Q2 | $248K | Sell |
1,345
-150
| -10% | -$27.5K | ﹤0.01% | 653 |
|
|
2020
Q1 | $247K | Sell |
1,495
-3,714
| -71% | -$732K | ﹤0.01% | 576 |
|
|
2019
Q4 | $1.03M | Sell |
5,209
-366
| -7% | -$72.6K | 0.01% | 343 |
|
|
2019
Q3 | $1.2M | Buy |
+5,575
| New | +$1.2M | 0.01% | 274 |
|
|
2018
Q3 | – | Sell |
-8,552
| Closed | -$1.34M | – | 1030 |
|
|
2018
Q2 | $1.34M | Buy |
8,552
+95
| +1% | +$15.4K | 0.01% | 284 |
|
|
2018
Q1 | $1.32M | Buy |
8,457
+6,804
| +412% | +$1.12M | 0.01% | 266 |
|
|
2017
Q4 | $285K | Buy |
+1,653
| New | +$278K | ﹤0.01% | 746 |
|
|
2017
Q2 | – | Sell |
-3,338
| Closed | -$433K | – | 780 |
|
|
2017
Q1 | $433K | Buy |
3,338
+1,167
| +54% | +$146K | ﹤0.01% | 659 |
|
|
2016
Q4 | $264K | Buy |
+2,171
| New | +$255K | ﹤0.01% | 680 |
|
|
2015
Q1 | – | Sell |
-5,631
| Closed | -$528K | – | 726 |
|
|
2014
Q4 | $528K | Sell |
5,631
-183,815
| -97% | -$17.2M | ﹤0.01% | 427 |
|
|
2014
Q3 | $18M | Buy |
189,446
+38,255
| +25% | +$3.65M | 0.14% | 44 |
|
|
2014
Q2 | $15.2M | Buy |
151,191
+31,561
| +26% | +$3.19M | 0.13% | 49 |
|
|
2014
Q1 | $11.7M | Buy |
119,630
+9,515
| +9% | +$910K | 0.11% | 68 |
|
|
2013
Q4 | $10.4M | Buy |
110,115
+107,555
| +4,201% | +$10.3M | 0.1% | 62 |
|
|
2013
Q3 | $246K | Buy |
+2,560
| New | +$250K | ﹤0.01% | 500 |
|
Other funds holding MCD
ALPS Advisors's MCD Position: Q2 2026 in Review
ALPS Advisors increased its McDonald's (MCD) stake by 5.3% in Q2 2026, buying an estimated $1.47M and bringing the position to 101,520 shares worth $27.4M. The position accounts for 0.13% of the portfolio, ranked #96.
ALPS Advisors first reported a position in MCD in Q3 2013 and has held it in 35 quarters since. The position peaked at $55.9M in Q3 2025. 2,290 funds tracked by Wall St. Rank hold MCD as of Q2 2026.
- ALPS Advisors held 101,520 shares of McDonald's worth $27.4M as of Q2 2026.
- ALPS Advisors bought 5,118 McDonald's shares in Q2 2026, an estimated $1.47M.
- McDonald's made up 0.13% of ALPS Advisors's portfolio in Q2 2026, its #96 holding.
- ALPS Advisors first reported a position in McDonald's in Q3 2013 and has held it in 35 quarters since.
- ALPS Advisors's McDonald's position peaked at $55.9M in Q3 2025.
- 2,290 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.
Based on ALPS Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.