CMA
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Cedar Mountain Advisors’s McDonald's MCD Stock Holding History

Cedar Mountain 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 		$357K Sell
1,321
-131
-9% -$37.6K 0.06% 58
2026
Q1 		$451K Sell
1,452
-91
-6% -$29K 0.09% 45
2025
Q4 		$472K Buy
1,543
+1
+0.1% +$306 0.09% 42
2025
Q3 		$469K Buy
1,542
+55
+4% +$16.7K 0.09% 42
2025
Q2 		$434K Hold
1,487
– – 0.09% 42
2025
Q1 		$464K Sell
1,487
-239
-14% -$71.5K 0.1% 39
2024
Q4 		$500K Buy
1,726
+50
+3% +$14.9K 0.11% 40
2024
Q3 		$510K Hold
1,676
– – 0.12% 39
2024
Q2 		$427K Sell
1,676
-6
-0.4% -$1.59K 0.11% 34
2024
Q1 		$474K Hold
1,682
– – 0.12% 31
2023
Q4 		$499K Buy
1,682
+6
+0.4% +$1.63K 0.14% 32
2023
Q3 		$442K Hold
1,676
– – 0.13% 32
2023
Q2 		$500K Buy
1,676
+15
+0.9% +$4.36K 0.14% 31
2023
Q1 		$464K Hold
1,661
– – 0.14% 31
2022
Q4 		$438K Sell
1,661
-50
-3% -$13.2K 0.14% 30
2022
Q3 		$395K Hold
1,711
– – 0.13% 30
2022
Q2 		$422K Buy
1,711
+16
+0.9% +$3.94K 0.14% 29
2022
Q1 		$419K Hold
1,695
– – 0.12% 29
2021
Q4 		$454K Hold
1,695
– – 0.14% 27
2021
Q3 		$409K Sell
1,695
-41
-2% -$9.79K 0.14% 27
2021
Q2 		$401K Hold
1,736
– – 0.13% 27
2021
Q1 		$389K Hold
1,736
– – 0.13% 28
2020
Q4 		$373K Hold
1,736
– – 0.13% 29
2020
Q3 		$381K Hold
1,736
– – 0.15% 25
2020
Q2 		$320K Hold
1,736
– – 0.14% 27
2020
Q1 		$287K Hold
1,736
– – 0.14% 25
2019
Q4 		$343K Buy
+1,736
New +$344K 0.14% 27

Other funds holding MCD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Cedar Mountain Advisors's MCD Position: Q2 2026 in Review

Cedar Mountain Advisors reduced its McDonald's (MCD) stake by 9% in Q2 2026, selling an estimated $37.6K and leaving 1,321 shares worth $357K. The position accounts for 0.06% of the portfolio, ranked #58.

Cedar Mountain Advisors first reported a position in MCD in Q4 2019 and has held it in 27 quarters since. The position peaked at $510K in Q3 2024. 621 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Cedar Mountain Advisors held 1,321 shares of McDonald's worth $357K as of Q2 2026.
  • Cedar Mountain Advisors sold 131 McDonald's shares in Q2 2026, an estimated $37.6K.
  • McDonald's made up 0.06% of Cedar Mountain Advisors's portfolio in Q2 2026, its #58 holding.
  • Cedar Mountain Advisors first reported a position in McDonald's in Q4 2019 and has held it in 27 quarters since.
  • Cedar Mountain Advisors's McDonald's position peaked at $510K in Q3 2024.
  • 621 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.