American Institute for Advanced Investment Management’s McDonald's MCD Stock Holding History

American Institute for Advanced Investment Management’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	$310K	Hold	1,145	–	–	0.18%	129
2026 Q1	$356K	Sell	1,145 -80	-7%	-$25.5K	0.23%	111
2025 Q4	$374K	Hold	1,225	–	–	0.24%	103
2025 Q3	$372K	Sell	1,225 -100	-8%	-$30.4K	0.24%	97
2025 Q2	$387K	Hold	1,325	–	–	0.27%	94
2025 Q1	$414K	Hold	1,325	–	–	0.32%	85
2024 Q4	$384K	Sell	1,325 -20	-1%	-$5.96K	0.29%	86
2024 Q3	$410K	Sell	1,345 -50	-4%	-$13.8K	0.29%	89
2024 Q2	$356K	Sell	1,395 -95	-6%	-$25.2K	0.27%	95
2024 Q1	$420K	Hold	1,490	–	–	0.33%	84
2023 Q4	$442K	Hold	1,490	–	–	0.39%	71
2023 Q3	$393K	Buy	1,490 +95	+7%	+$27.1K	0.36%	77
2023 Q2	$416K	Buy	1,395 +450	+48%	+$131K	0.36%	76
2023 Q1	$264K	Sell	945 -550	-37%	-$147K	0.28%	85
2022 Q4	$394K	Hold	1,495	–	–	0.36%	75
2022 Q3	$345K	Hold	1,495	–	–	0.32%	73
2022 Q2	$369K	Buy	1,495 +50	+3%	+$12.3K	0.32%	76
2022 Q1	$357K	Hold	1,445	–	–	0.26%	81
2021 Q4	$387K	Hold	1,445	–	–	0.26%	81
2021 Q3	$348K	Hold	1,445	–	–	0.25%	85
2021 Q2	$334K	Hold	1,445	–	–	0.24%	87
2021 Q1	$324K	Hold	1,445	–	–	0.25%	83
2020 Q4	$310K	Hold	1,445	–	–	0.25%	82
2020 Q3	$317K	Hold	1,445	–	–	0.28%	75
2020 Q2	$267K	Hold	1,445	–	–	0.25%	76
2020 Q1	$239K	Hold	1,445	–	–	0.26%	78
2019 Q4	$286K	Buy	+1,445	New	+$287K	0.28%	79

Other funds holding MCD

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

American Institute for Advanced Investment Management's MCD Position: Q2 2026 in Review

American Institute for Advanced Investment Management held its McDonald's (MCD) position steady in Q2 2026 at 1,145 shares worth $310K. The position accounts for 0.18% of the portfolio, ranked #129.

American Institute for Advanced Investment Management first reported a position in MCD in Q4 2019 and has held it in 27 quarters since. The position peaked at $442K in Q4 2023. 2,290 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

American Institute for Advanced Investment Management held 1,145 shares of McDonald's worth $310K as of Q2 2026.
American Institute for Advanced Investment Management left its McDonald's share count unchanged in Q2 2026.
McDonald's made up 0.18% of American Institute for Advanced Investment Management's portfolio in Q2 2026, its #129 holding.
American Institute for Advanced Investment Management first reported a position in McDonald's in Q4 2019 and has held it in 27 quarters since.
American Institute for Advanced Investment Management's McDonald's position peaked at $442K in Q4 2023.
2,290 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on American Institute for Advanced Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.