Aptus Capital 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 | $24.1M | Buy |
89,087
+2,152
| +2% | +$617K | 0.16% | 113 |
|
|
2026
Q1 | $27M | Sell |
86,935
-3,035
| -3% | -$967K | 0.21% | 93 |
|
|
2025
Q4 | $27.5M | Sell |
89,970
-5,486
| -6% | -$1.68M | 0.2% | 101 |
|
|
2025
Q3 | $29M | Buy |
95,456
+3,238
| +4% | +$986K | 0.21% | 96 |
|
|
2025
Q2 | $26.9M | Buy |
92,218
+3,560
| +4% | +$1.1M | 0.22% | 95 |
|
|
2025
Q1 | $27.7M | Buy |
88,658
+8,293
| +10% | +$2.48M | 0.29% | 77 |
|
|
2024
Q4 | $23.3M | Buy |
80,365
+14,842
| +23% | +$4.43M | 0.24% | 90 |
|
|
2024
Q3 | $20M | Buy |
65,523
+10,999
| +20% | +$3.03M | 0.3% | 82 |
|
|
2024
Q2 | $13.9M | Buy |
54,524
+11,384
| +26% | +$3.02M | 0.24% | 88 |
|
|
2024
Q1 | $12.2M | Buy |
43,140
+4,463
| +12% | +$1.3M | 0.23% | 90 |
|
|
2023
Q4 | $11.5M | Sell |
38,677
-582
| -1% | -$158K | 0.31% | 78 |
|
|
2023
Q3 | $10.3M | Sell |
39,259
-826
| -2% | -$236K | 0.28% | 80 |
|
|
2023
Q2 | $12M | Sell |
40,085
-2,557
| -6% | -$743K | 0.29% | 78 |
|
|
2023
Q1 | $11.9M | Buy |
42,642
+4,473
| +12% | +$1.2M | 0.32% | 68 |
|
|
2022
Q4 | $10.1M | Sell |
38,169
-34
| -0.1% | -$8.97K | 0.31% | 68 |
|
|
2022
Q3 | $8.81M | Buy |
38,203
+20,240
| +113% | +$5.17M | 0.21% | 64 |
|
|
2022
Q2 | $4.43M | Buy |
17,963
+14,064
| +361% | +$3.46M | 0.12% | 113 |
|
|
2022
Q1 | $964K | Buy |
3,899
+1,112
| +40% | +$277K | 0.02% | 255 |
|
|
2021
Q4 | $747K | Buy |
2,787
+13
| +0.5% | +$3.28K | 0.02% | 261 |
|
|
2021
Q3 | $669K | Hold |
2,774
| – | – | 0.02% | 267 |
|
|
2021
Q2 | $641K | Hold |
2,774
| – | – | 0.02% | 271 |
|
|
2021
Q1 | $622K | Sell |
2,774
-42
| -1% | -$8.98K | 0.02% | 256 |
|
|
2020
Q4 | $604K | Buy |
2,816
+165
| +6% | +$35.9K | 0.03% | 228 |
|
|
2020
Q3 | $581K | Hold |
2,651
| – | – | 0.03% | 208 |
|
|
2020
Q2 | $488K | Sell |
2,651
-11,500
| -81% | -$2.11M | 0.03% | 196 |
|
|
2020
Q1 | $2.34M | Sell |
14,151
-559
| -4% | -$110K | 0.2% | 81 |
|
|
2019
Q4 | $2.91M | Buy |
14,710
+11,960
| +435% | +$2.37M | 0.21% | 98 |
|
|
2019
Q3 | $590K | Buy |
2,750
+65
| +2% | +$13.9K | 0.03% | 225 |
|
|
2019
Q2 | $557K | Buy |
2,685
+648
| +32% | +$128K | 0.08% | 204 |
|
|
2019
Q1 | $386K | Buy |
+2,037
| New | +$370K | 0.07% | 235 |
|
Other funds holding MCD
Aptus Capital Advisors's MCD Position: Q2 2026 in Review
Aptus Capital Advisors increased its McDonald's (MCD) stake by 2.5% in Q2 2026, buying an estimated $617K and bringing the position to 89,087 shares worth $24.1M. The position accounts for 0.16% of the portfolio, ranked #113.
Aptus Capital Advisors first reported a position in MCD in Q1 2019 and has held it in 30 quarters since. The position peaked at $29M in Q3 2025. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.
- Aptus Capital Advisors held 89,087 shares of McDonald's worth $24.1M as of Q2 2026.
- Aptus Capital Advisors bought 2,152 McDonald's shares in Q2 2026, an estimated $617K.
- McDonald's made up 0.16% of Aptus Capital Advisors's portfolio in Q2 2026, its #113 holding.
- Aptus Capital Advisors first reported a position in McDonald's in Q1 2019 and has held it in 30 quarters since.
- Aptus Capital Advisors's McDonald's position peaked at $29M in Q3 2025.
- 3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.
Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.