Astoria Portfolio 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
$469K Buy
1,733
+23
+1% +$6.59K 0.08% 198
2026
Q1
$496K Sell
1,710
-132
-7% -$42.1K 0.11% 142
2025
Q4
$616K Sell
1,842
-601
-25% -$184K 0.14% 111
2025
Q3
$719K Sell
2,443
-1,568
-39% -$477K 0.19% 92
2025
Q2
$1.18M Sell
4,011
-142
-3% -$43.8K 0.33% 58
2025
Q1
$1.32M Sell
4,153
-213
-5% -$63.7K 0.45% 42
2024
Q4
$1.23M Buy
4,366
+726
+20% +$216K 0.44% 46
2024
Q3
$1.11M Buy
3,640
+301
+9% +$83K 0.38% 52
2024
Q2
$851K Buy
3,339
+10
+0.3% +$2.65K 0.3% 57
2024
Q1
$886K Buy
3,329
+441
+15% +$128K 0.34% 54
2023
Q4
$822K Buy
2,888
+1,449
+101% +$394K 0.33% 57
2023
Q3
$368K Sell
1,439
-48
-3% -$13.7K 0.18% 106
2023
Q2
$439K Buy
1,487
+17
+1% +$4.94K 0.17% 108
2023
Q1
$415K Buy
1,470
+58
+4% +$15.5K 0.18% 98
2022
Q4
$379K Buy
1,412
+370
+36% +$97.6K 0.18% 113
2022
Q3
$240K Sell
1,042
-15
-1% -$3.83K 0.16% 136
2022
Q2
$261K Buy
1,057
+160
+18% +$39.4K 0.19% 128
2022
Q1
$222K Sell
897
-256
-22% -$63.8K 0.17% 114
2021
Q4
$309K Buy
+1,153
New +$291K 0.25% 102

Other funds holding MCD

Astoria Portfolio Advisors's MCD Position: Q2 2026 in Review

Astoria Portfolio Advisors increased its McDonald's (MCD) stake by 1.3% in Q2 2026, buying an estimated $6.59K and bringing the position to 1,733 shares worth $469K. The position accounts for 0.08% of the portfolio, ranked #198.

Astoria Portfolio Advisors first reported a position in MCD in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.32M in Q1 2025. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Astoria Portfolio Advisors held 1,733 shares of McDonald's worth $469K as of Q2 2026.
  • Astoria Portfolio Advisors bought 23 McDonald's shares in Q2 2026, an estimated $6.59K.
  • McDonald's made up 0.08% of Astoria Portfolio Advisors's portfolio in Q2 2026, its #198 holding.
  • Astoria Portfolio Advisors first reported a position in McDonald's in Q4 2021 and has held it in 19 quarters since.
  • Astoria Portfolio Advisors's McDonald's position peaked at $1.32M in Q1 2025.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Astoria Portfolio Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.