CBIZ Investment Advisory Services’s McDonald's MCD Stock Holding History

CBIZ Investment 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	$67.8K	Hold	218	–	–	﹤0.01%	77
2026 Q1	$67.8K	Sell	218 -161	-42%	-$51.3K	﹤0.01%	77
2025 Q4	$116K	Buy	379 +3	+0.8%	+$919	﹤0.01%	80
2025 Q3	$114K	Sell	376 -36	-9%	-$11K	﹤0.01%	75
2025 Q2	$120K	Buy	412 +51	+14%	+$15.7K	0.01%	65
2025 Q1	$113K	Sell	361 -74	-17%	-$22.1K	0.01%	70
2024 Q4	$126K	Buy	435 +6	+1%	+$1.79K	0.01%	62
2024 Q3	$131K	Hold	429	–	–	0.01%	58
2024 Q2	$109K	Sell	429 -100	-19%	-$26.5K	0.01%	67
2024 Q1	$149K	Buy	+529	New	+$154K	0.01%	56
2021 Q3	–	Hold	0	–	–	–	62
2021 Q2	–	Hold	0	–	–	–	62
2021 Q1	–	Hold	0	–	–	–	56
2020 Q4	–	Hold	0	–	–	–	59
2020 Q3	–	Hold	0	–	–	–	60
2020 Q2	–	Hold	0	–	–	–	71
2020 Q1	–	Hold	0	–	–	–	80
2019 Q4	–	Hold	0	–	–	–	86

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

CBIZ Investment Advisory Services's MCD Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its McDonald's (MCD) position steady in Q2 2026 at 218 shares worth $67.8K. The position accounts for ﹤0.01% of the portfolio, ranked #77.

CBIZ Investment Advisory Services first reported a position in MCD in Q1 2024 and has held it in 10 quarters since. The position peaked at $149K in Q1 2024. 3,480 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

CBIZ Investment Advisory Services held 218 shares of McDonald's worth $67.8K as of Q2 2026.
CBIZ Investment Advisory Services left its McDonald's share count unchanged in Q2 2026.
McDonald's made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #77 holding.
CBIZ Investment Advisory Services first reported a position in McDonald's in Q1 2024 and has held it in 10 quarters since.
CBIZ Investment Advisory Services's McDonald's position peaked at $149K in Q1 2024.
3,480 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.