AIA
MCD icon

Arbor Investment Advisors’s McDonald's MCD Stock Holding History

Arbor Investment Advisors’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 		$476K Sell
1,761
-247
-12% -$70.8K 0.05% 82
2026
Q1 		$624K Buy
2,008
+495
+33% +$158K 0.08% 58
2025
Q4 		$462K Hold
1,513
– – 0.06% 61
2025
Q3 		$460K Sell
1,513
-261
-15% -$79.4K 0.06% 79
2025
Q2 		$518K Hold
1,774
– – 0.07% 57
2025
Q1 		$554K Sell
1,774
-43
-2% -$12.9K 0.08% 53
2024
Q4 		$527K Sell
1,817
-10
-0.5% -$2.98K 0.07% 54
2024
Q3 		$556K Hold
1,827
– – 0.07% 60
2024
Q2 		$466K Buy
1,827
+252
+16% +$66.9K 0.07% 54
2024
Q1 		$444K Buy
1,575
+400
+34% +$116K 0.07% 64
2023
Q4 		$348K Buy
+1,175
New +$320K 0.05% 68
2021
Q3 		– Sell
-4,913
Closed -$1.14M – 105
2021
Q2 		$1.14M Buy
4,913
+19
+0.4% +$4.42K 0.24% 32
2021
Q1 		$1.1M Hold
4,894
– – 0.25% 33
2020
Q4 		$1.05M Sell
4,894
-50
-1% -$10.9K 0.24% 33
2020
Q3 		$1.08M Sell
4,944
-181
-4% -$37.2K 0.28% 29
2020
Q2 		$945K Buy
5,125
+6
+0.1% +$1.1K 0.26% 30
2020
Q1 		$846K Hold
5,119
– – 0.28% 31
2019
Q4 		$1.01M Hold
5,119
– – 0.29% 28
2019
Q3 		$1.1M Buy
+5,119
New +$1.1M 0.33% 26
2018
Q3 		– Sell
-2,687
Closed -$421K – 60
2018
Q2 		$421K Sell
2,687
-11
-0.4% -$1.78K 0.17% 36
2018
Q1 		$422K Hold
2,698
– – 0.18% 32
2017
Q4 		$464K Sell
2,698
-144
-5% -$24.2K 0.2% 30
2017
Q3 		$445K Hold
2,842
– – 0.21% 28
2017
Q2 		$435K Sell
2,842
-7
-0.2% -$1.01K 0.21% 28
2017
Q1 		$369K Hold
2,849
– – 0.19% 31
2016
Q4 		$347K Sell
2,849
-50
-2% -$5.86K 0.19% 31
2016
Q3 		$334K Buy
2,899
+100
+4% +$11.8K 0.18% 33
2016
Q2 		$337K Buy
+2,799
New +$351K 0.19% 32

Other funds holding MCD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
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

Arbor Investment Advisors's MCD Position: Q2 2026 in Review

Arbor Investment Advisors reduced its McDonald's (MCD) stake by 12% in Q2 2026, selling an estimated $70.8K and leaving 1,761 shares worth $476K. The position accounts for 0.05% of the portfolio, ranked #82.

Arbor Investment Advisors first reported a position in MCD in Q2 2016 and has held it in 28 quarters since. The position peaked at $1.14M in Q2 2021. 1,157 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Arbor Investment Advisors held 1,761 shares of McDonald's worth $476K as of Q2 2026.
  • Arbor Investment Advisors sold 247 McDonald's shares in Q2 2026, an estimated $70.8K.
  • McDonald's made up 0.05% of Arbor Investment Advisors's portfolio in Q2 2026, its #82 holding.
  • Arbor Investment Advisors first reported a position in McDonald's in Q2 2016 and has held it in 28 quarters since.
  • Arbor Investment Advisors's McDonald's position peaked at $1.14M in Q2 2021.
  • 1,157 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Arbor Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.