Breakthru Advisory Services’s McDonald's MCD Stock Holding History

Breakthru Advisory Services’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	–	Sell	-762	Closed	-$237K	–	38
2026 Q1	$237K	Sell	762 -270	-26%	-$86K	0.38%	47
2025 Q4	$315K	Buy	1,032 +21	+2%	+$6.43K	0.2%	46
2025 Q3	$307K	Buy	+1,011	New	+$308K	0.2%	44
2025 Q1	–	Sell	-1,223	Closed	-$355K	–	33
2024 Q4	$355K	Buy	+1,223	New	+$365K	0.32%	37

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

Breakthru Advisory Services's MCD Position: Q2 2026 in Review

Breakthru Advisory Services sold out of McDonald's (MCD) in Q2 2026, closing a stake of 762 shares — an estimated $237K sold.

Breakthru Advisory Services first reported a position in MCD in Q4 2024 and held it in 4 quarters. The position peaked at $355K in Q4 2024. 3,461 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Breakthru Advisory Services reported no remaining McDonald's position as of Q2 2026 after selling out during the quarter.
Breakthru Advisory Services sold 762 McDonald's shares in Q2 2026, an estimated $237K.
Breakthru Advisory Services first reported a position in McDonald's in Q4 2024 and held it in 4 quarters.
Breakthru Advisory Services's McDonald's position peaked at $355K in Q4 2024.
3,461 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Breakthru Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.