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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

AssuredPartners Investment Advisors's MCD Position: Q1 2026 in Review

AssuredPartners Investment Advisors reduced its McDonald's (MCD) stake by 19% in Q1 2026, selling an estimated $371K and leaving 4,954 shares worth $1.53M. The position accounts for 0.17% of the portfolio, ranked #142.

AssuredPartners Investment Advisors first reported a position in MCD in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.87M in Q4 2025. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

AssuredPartners Investment Advisors held 4,954 shares of McDonald's worth $1.53M as of Q1 2026.
AssuredPartners Investment Advisors sold 1,165 McDonald's shares in Q1 2026, an estimated $371K.
McDonald's made up 0.17% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #142 holding.
AssuredPartners Investment Advisors first reported a position in McDonald's in Q4 2024 and has held it in 6 quarters since.
AssuredPartners Investment Advisors's McDonald's position peaked at $1.87M in Q4 2025.
3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.