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

AssuredPartners 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	$1.45M	Buy	5,379 +425	+9%	+$122K	0.14%	156
2026 Q1	$1.53M	Sell	4,954 -1,165	-19%	-$371K	0.17%	142
2025 Q4	$1.87M	Buy	6,119 +1,890	+45%	+$579K	0.28%	85
2025 Q3	$1.29M	Buy	4,229 +1,021	+32%	+$311K	0.29%	67
2025 Q2	$937K	Sell	3,208 -2,221	-41%	-$685K	0.23%	80
2025 Q1	$1.7M	Sell	5,429 -309	-5%	-$92.4K	0.33%	86
2024 Q4	$1.66M	Buy	+5,738	New	+$1.71M	0.32%	85

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 $3.38T AUM 44.17% 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

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

AssuredPartners Investment Advisors increased its McDonald's (MCD) stake by 8.6% in Q2 2026, buying an estimated $122K and bringing the position to 5,379 shares worth $1.45M. The position accounts for 0.14% of the portfolio, ranked #156.

AssuredPartners Investment Advisors first reported a position in MCD in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.87M in Q4 2025. 3,480 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

AssuredPartners Investment Advisors held 5,379 shares of McDonald's worth $1.45M as of Q2 2026.
AssuredPartners Investment Advisors bought 425 McDonald's shares in Q2 2026, an estimated $122K.
McDonald's made up 0.14% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #156 holding.
AssuredPartners Investment Advisors first reported a position in McDonald's in Q4 2024 and has held it in 7 quarters since.
AssuredPartners Investment Advisors's McDonald's position peaked at $1.87M in Q4 2025.
3,480 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.