BIA
MCD icon

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

Bell 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 		$73.8K Sell
273
-73
-21% -$20.9K 0.01% 214
2026
Q1 		$108K Buy
346
+9
+3% +$2.87K 0.02% 165
2025
Q4 		$103K Buy
337
+59
+21% +$18.1K 0.02% 166
2025
Q3 		$84.5K Sell
278
-17
-6% -$5.17K 0.01% 177
2025
Q2 		$86.2K Buy
295
+38
+15% +$11.7K 0.01% 176
2025
Q1 		$80.3K Sell
257
-28
-10% -$8.38K 0.01% 161
2024
Q4 		$82.6K Buy
285
+21
+8% +$6.26K 0.02% 163
2024
Q3 		$80.4K Sell
264
-2
-0.8% -$551 0.01% 167
2024
Q2 		$67.8K Sell
266
-40
-13% -$10.6K 0.01% 178
2024
Q1 		$86.3K Sell
306
-9
-3% -$2.62K 0.02% 150
2023
Q4 		$93.4K Buy
315
+27
+9% +$7.35K 0.02% 137
2023
Q3 		$75.9K Sell
288
-49
-15% -$14K 0.02% 143
2023
Q2 		$101K Buy
337
+16
+5% +$4.65K 0.02% 110
2023
Q1 		$89.8K Sell
321
-28
-8% -$7.5K 0.02% 108
2022
Q4 		$92K Buy
349
+42
+14% +$11.1K 0.02% 110
2022
Q3 		$71K Buy
307
+97
+46% +$24.8K 0.02% 98
2022
Q2 		$52K Buy
+210
New +$51.7K 0.02% 133
2021
Q4 		$59K Buy
219
+8
+4% +$2.02K 0.02% 141
2021
Q3 		$51K Buy
+211
New +$50.4K 0.02% 143

Other funds holding MCD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Bell Investment Advisors reduced its McDonald's (MCD) stake by 21% in Q2 2026, selling an estimated $20.9K and leaving 273 shares worth $73.8K. The position accounts for 0.01% of the portfolio, ranked #214.

Bell Investment Advisors first reported a position in MCD in Q3 2021 and has held it in 19 quarters since. The position peaked at $108K in Q1 2026. 3,442 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Bell Investment Advisors held 273 shares of McDonald's worth $73.8K as of Q2 2026.
  • Bell Investment Advisors sold 73 McDonald's shares in Q2 2026, an estimated $20.9K.
  • McDonald's made up 0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #214 holding.
  • Bell Investment Advisors first reported a position in McDonald's in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's McDonald's position peaked at $108K in Q1 2026.
  • 3,442 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.