Aspire Capital Advisors’s McDonald's MCD Stock Holding History

Aspire Capital 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	$216K	Sell	798 -27	-3%	-$7.74K	0.04%	126
2026 Q1	$256K	Buy	825 +19	+2%	+$6.05K	0.06%	103
2025 Q4	$246K	Sell	806 -6	-0.7%	-$1.84K	0.06%	101
2025 Q3	$247K	Sell	812 -293	-27%	-$89.2K	0.06%	98
2025 Q2	$323K	Sell	1,105 -15	-1%	-$4.62K	0.09%	80
2025 Q1	$350K	Sell	1,120 -119	-10%	-$35.6K	0.1%	68
2024 Q4	$359K	Sell	1,239 -79	-6%	-$23.6K	0.1%	61
2024 Q3	$401K	Buy	1,318 +20	+2%	+$5.51K	0.12%	56
2024 Q2	$331K	Buy	1,298 +1	+0.1%	+$265	0.11%	56
2024 Q1	$366K	Sell	1,297 -52	-4%	-$15.1K	0.12%	54
2023 Q4	$400K	Hold	1,349	–	–	0.16%	45
2023 Q3	$355K	Buy	+1,349	New	+$385K	0.16%	51

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

Aspire Capital Advisors's MCD Position: Q2 2026 in Review

Aspire Capital Advisors reduced its McDonald's (MCD) stake by 3.3% in Q2 2026, selling an estimated $7.74K and leaving 798 shares worth $216K. The position accounts for 0.04% of the portfolio, ranked #126.

Aspire Capital Advisors first reported a position in MCD in Q3 2023 and has held it in 12 quarters since. The position peaked at $401K in Q3 2024. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Aspire Capital Advisors held 798 shares of McDonald's worth $216K as of Q2 2026.
Aspire Capital Advisors sold 27 McDonald's shares in Q2 2026, an estimated $7.74K.
McDonald's made up 0.04% of Aspire Capital Advisors's portfolio in Q2 2026, its #126 holding.
Aspire Capital Advisors first reported a position in McDonald's in Q3 2023 and has held it in 12 quarters since.
Aspire Capital Advisors's McDonald's position peaked at $401K in Q3 2024.
3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Aspire Capital Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.