Alta Advisers’s McDonald's MCD Stock Holding History

Alta Advisers’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	$734K	Hold	2,714	–	–	0.17%	62
2026 Q1	$843K	Hold	2,714	–	–	0.31%	47
2025 Q4	$829K	Sell	2,714 -800	-23%	-$245K	0.3%	49
2025 Q3	$1.07M	Hold	3,514	–	–	0.33%	45
2025 Q2	$1.03M	Hold	3,514	–	–	0.37%	47
2025 Q1	$1.1M	Buy	3,514 +1,100	+46%	+$329K	0.47%	39
2024 Q4	$700K	Buy	2,414 +480	+25%	+$143K	0.44%	37
2024 Q3	$589K	Buy	1,934 +134	+7%	+$36.9K	0.27%	39
2024 Q2	$459K	Hold	1,800	–	–	0.22%	51
2024 Q1	$508K	Hold	1,800	–	–	0.25%	50
2023 Q4	$534K	Hold	1,800	–	–	0.29%	38
2023 Q3	$474K	Hold	1,800	–	–	0.27%	39
2023 Q2	$537K	Hold	1,800	–	–	0.3%	34
2023 Q1	$503K	Hold	1,800	–	–	0.3%	35
2022 Q4	$474K	Hold	1,800	–	–	0.28%	36
2022 Q3	$415K	Buy	+1,800	New	+$460K	0.26%	40

Other funds holding MCD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Alta Advisers's MCD Position: Q2 2026 in Review

Alta Advisers held its McDonald's (MCD) position steady in Q2 2026 at 2,714 shares worth $734K. The position accounts for 0.17% of the portfolio, ranked #62.

Alta Advisers first reported a position in MCD in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.1M in Q1 2025. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Alta Advisers held 2,714 shares of McDonald's worth $734K as of Q2 2026.
Alta Advisers left its McDonald's share count unchanged in Q2 2026.
McDonald's made up 0.17% of Alta Advisers's portfolio in Q2 2026, its #62 holding.
Alta Advisers first reported a position in McDonald's in Q3 2022 and has held it in 16 quarters since.
Alta Advisers's McDonald's position peaked at $1.1M in Q1 2025.
3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Alta Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.