Ameritas Advisory Services’s McDonald's MCD Stock Holding History

Ameritas Advisory Services’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	$2.05M	Sell	7,589 -849	-10%	-$243K	0.04%	359
2026 Q1	$2.62M	Sell	8,438 -579	-6%	-$184K	0.1%	190
2025 Q4	$2.76M	Buy	9,017 +3,287	+57%	+$1.01M	0.1%	180
2025 Q3	$1.74M	Sell	5,730 -279	-5%	-$84.9K	0.11%	159
2025 Q2	$1.76M	Sell	6,009 -1,724	-22%	-$531K	0.09%	217
2025 Q1	$2.28M	Buy	7,733 +127	+2%	+$38K	0.09%	209
2024 Q4	$2.2M	Sell	7,606 -270	-3%	-$80.5K	0.08%	235
2024 Q3	$2.4M	Buy	7,876 +445	+6%	+$123K	0.1%	196
2024 Q2	$1.89M	Buy	7,431 +373	+5%	+$99K	0.07%	264
2024 Q1	$1.94M	Buy	7,058 +1,111	+19%	+$323K	0.08%	240
2023 Q4	$1.73M	Buy	5,947 +189	+3%	+$51.4K	0.1%	194
2023 Q3	$1.48M	Buy	5,758 +1,811	+46%	+$517K	0.07%	251
2023 Q2	$1.15M	Sell	3,947 -1,380	-26%	-$401K	0.15%	160
2023 Q1	$1.51M	Sell	5,327 -2,428	-31%	-$650K	0.08%	242
2022 Q4	$2.04M	Buy	7,755 +2,095	+37%	+$553K	0.09%	215
2022 Q3	$1.31M	Buy	5,660 +80	+1%	+$20.4K	0.08%	242
2022 Q2	$1.38M	Buy	5,580 +104	+2%	+$25.6K	0.08%	240
2022 Q1	$1.35M	Sell	5,476 -273	-5%	-$68K	0.05%	278
2021 Q4	$1.54M	Buy	+5,749	New	+$1.45M	0.06%	262

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

Ameritas Advisory Services's MCD Position: Q2 2026 in Review

Ameritas Advisory Services reduced its McDonald's (MCD) stake by 10% in Q2 2026, selling an estimated $243K and leaving 7,589 shares worth $2.05M. The position accounts for 0.04% of the portfolio, ranked #359.

Ameritas Advisory Services first reported a position in MCD in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.76M in Q4 2025. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Ameritas Advisory Services held 7,589 shares of McDonald's worth $2.05M as of Q2 2026.
Ameritas Advisory Services sold 849 McDonald's shares in Q2 2026, an estimated $243K.
McDonald's made up 0.04% of Ameritas Advisory Services's portfolio in Q2 2026, its #359 holding.
Ameritas Advisory Services first reported a position in McDonald's in Q4 2021 and has held it in 19 quarters since.
Ameritas Advisory Services's McDonald's position peaked at $2.76M in Q4 2025.
3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.