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

Annex 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	$1.09M	Sell	4,031 -216	-5%	-$61.9K	0.02%	190
2026 Q1	$1.32M	Sell	4,247 -117	-3%	-$37.3K	0.02%	176
2025 Q4	$1.33M	Buy	4,364 +987	+29%	+$302K	0.03%	172
2025 Q3	$1.03M	Sell	3,377 -287	-8%	-$87.4K	0.02%	164
2025 Q2	$1.07M	Sell	3,664 -3	-0.1%	-$925	0.03%	157
2025 Q1	$1.15M	Buy	3,667 +312	+9%	+$93.3K	0.03%	154
2024 Q4	$973K	Sell	3,355 -52	-2%	-$15.5K	0.03%	163
2024 Q3	$1.04M	Sell	3,407 -108	-3%	-$29.8K	0.03%	142
2024 Q2	$896K	Buy	3,515 +621	+21%	+$165K	0.03%	138
2024 Q1	$816K	Buy	2,894 +838	+41%	+$244K	0.03%	142
2023 Q4	$610K	Sell	2,056 -1,039	-34%	-$283K	0.03%	157
2023 Q3	$816K	Sell	3,095 -60	-2%	-$17.1K	0.05%	114
2023 Q2	$942K	Buy	3,155 +255	+9%	+$74.1K	0.05%	111
2023 Q1	$811K	Buy	2,900 +89	+3%	+$23.8K	0.04%	118
2022 Q4	$741K	Sell	2,811 -144	-5%	-$38K	0.04%	129
2022 Q3	$682K	Sell	2,955 -531	-15%	-$136K	0.05%	133
2022 Q2	$861K	Buy	3,486 +814	+30%	+$200K	0.06%	135
2022 Q1	$661K	Buy	2,672 +105	+4%	+$26.2K	0.05%	138
2021 Q4	$688K	Buy	2,567 +226	+10%	+$57.1K	0.05%	139
2021 Q3	$564K	Buy	2,341 +65	+3%	+$15.5K	0.05%	138
2021 Q2	$526K	Sell	2,276 -15	-0.7%	-$3.49K	0.04%	144
2021 Q1	$514K	Sell	2,291 -59	-3%	-$12.6K	0.05%	135
2020 Q4	$504K	Buy	2,350 +70	+3%	+$15.2K	0.05%	128
2020 Q3	$500K	Sell	2,280 -73	-3%	-$15K	0.06%	86
2020 Q2	$434K	Buy	2,353 +166	+8%	+$30.4K	0.06%	84
2020 Q1	$361K	Buy	2,187 +277	+15%	+$54.6K	0.05%	93
2019 Q4	$377K	Sell	1,910 -98	-5%	-$19.4K	0.05%	97
2019 Q3	$431K	Buy	2,008 +98	+5%	+$21K	0.06%	86
2019 Q2	$397K	Buy	1,910 +10	+0.5%	+$1.98K	0.06%	85
2019 Q1	$361K	Sell	1,900 -40	-2%	-$7.26K	0.05%	88
2018 Q4	$344K	Hold	1,940	–	–	0.05%	94
2018 Q3	$325K	Buy	1,940 +136	+8%	+$21.8K	0.05%	100
2018 Q2	$283K	Buy	1,804 +47	+3%	+$7.62K	0.05%	97
2018 Q1	$275K	Sell	1,757 -23	-1%	-$3.78K	0.05%	107
2017 Q4	$306K	Sell	1,780 -10	-0.6%	-$1.68K	0.06%	93
2017 Q3	$280K	Hold	1,790	–	–	0.06%	100
2017 Q2	$274K	Sell	1,790 -114	-6%	-$16.5K	0.06%	104
2017 Q1	$247K	Buy	+1,904	New	+$239K	0.06%	103
2016 Q2	–	Sell	-1,639	Closed	-$206K	–	122
2016 Q1	$206K	Sell	1,639 -185	-10%	-$22.1K	0.06%	104
2015 Q4	$216K	Buy	+1,824	New	+$204K	0.06%	102
2014 Q4	–	Sell	-3,689	Closed	-$350K	–	101
2014 Q3	$350K	Sell	3,689 -189	-5%	-$18K	0.12%	55
2014 Q2	$391K	Sell	3,878 -173	-4%	-$17.5K	0.13%	47
2014 Q1	$397K	Sell	4,051 -1,321	-25%	-$126K	0.15%	45
2013 Q4	$521K	Sell	5,372 -5,238	-49%	-$503K	0.2%	45
2013 Q3	$1.02M	Sell	10,610 -57	-0.5%	-$5.56K	0.48%	35
2013 Q2	$1.06M	Buy	+10,667	New	+$1.07M	0.58%	33

Other funds holding MCD

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

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

Annex Advisory Services reduced its McDonald's (MCD) stake by 5.1% in Q2 2026, selling an estimated $61.9K and leaving 4,031 shares worth $1.09M. The position accounts for 0.02% of the portfolio, ranked #190.

Annex Advisory Services first reported a position in MCD in Q2 2013 and has held it in 46 quarters since. The position peaked at $1.33M in Q4 2025. 621 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Annex Advisory Services held 4,031 shares of McDonald's worth $1.09M as of Q2 2026.
Annex Advisory Services sold 216 McDonald's shares in Q2 2026, an estimated $61.9K.
McDonald's made up 0.02% of Annex Advisory Services's portfolio in Q2 2026, its #190 holding.
Annex Advisory Services first reported a position in McDonald's in Q2 2013 and has held it in 46 quarters since.
Annex Advisory Services's McDonald's position peaked at $1.33M in Q4 2025.
621 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.