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Certified Advisory Corp’s McDonald's MCD Stock Holding History

Certified Advisory Corp’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
1,320
-26
-2% -$7.46K 0.03% 257
2026
Q1 		$418K Sell
1,346
-13
-1% -$4.14K 0.04% 229
2025
Q4 		$415K Buy
1,359
+103
+8% +$31.5K 0.04% 226
2025
Q3 		$382K Buy
1,256
+26
+2% +$7.91K 0.04% 237
2025
Q2 		$359K Sell
1,230
-93
-7% -$28.7K 0.04% 235
2025
Q1 		$413K Sell
1,323
-189
-13% -$56.5K 0.05% 209
2024
Q4 		$438K Buy
1,512
+19
+1% +$5.67K 0.05% 206
2024
Q3 		$455K Buy
1,493
+258
+21% +$71.1K 0.05% 200
2024
Q2 		$315K Buy
1,235
+170
+16% +$45.1K 0.04% 226
2024
Q1 		$300K Buy
1,065
+108
+11% +$31.4K 0.04% 223
2023
Q4 		$284K Buy
957
+2
+0.2% +$544 0.04% 227
2023
Q3 		$252K Buy
955
+11
+1% +$3.14K 0.05% 206
2023
Q2 		$282K Sell
944
-800
-46% -$232K 0.05% 191
2023
Q1 		$488K Buy
1,744
+111
+7% +$29.7K 0.09% 167
2022
Q4 		$430K Sell
1,633
-290
-15% -$76.5K 0.09% 169
2022
Q3 		$444K Buy
1,923
+195
+11% +$49.8K 0.1% 159
2022
Q2 		$427K Sell
1,728
-84
-5% -$20.7K 0.1% 159
2022
Q1 		$448K Buy
1,812
+28
+2% +$6.97K 0.1% 155
2021
Q4 		$478K Buy
1,784
+2
+0.1% +$505 0.11% 161
2021
Q3 		$430K Buy
1,782
+82
+5% +$19.6K 0.1% 159
2021
Q2 		$393K Buy
1,700
+25
+1% +$5.82K 0.1% 164
2021
Q1 		$375K Buy
+1,675
New +$358K 0.1% 153
2020
Q2 		$330K Sell
1,787
-14
-0.8% -$2.57K 0.11% 147
2020
Q1 		$298K Buy
1,801
+2
+0.1% +$394 0.12% 138
2019
Q4 		$356K Buy
1,799
+33
+2% +$6.55K 0.11% 146
2019
Q3 		$379K Buy
1,766
+592
+50% +$127K 0.13% 137
2019
Q2 		$244K Sell
1,174
-16
-1% -$3.17K 0.09% 158
2019
Q1 		$226K Buy
1,190
+229
+24% +$41.6K 0.09% 152
2018
Q4 		$171K Buy
961
+201
+26% +$35.6K 0.09% 156
2018
Q3 		$127K Buy
760
+1
+0.1% +$160 0.06% 186
2018
Q2 		$119K Buy
759
+52
+7% +$8.43K 0.07% 187
2018
Q1 		$110K Buy
707
+1
+0.1% +$165 0.07% 187
2017
Q4 		$121K Buy
+706
New +$119K 0.09% 152

Other funds holding MCD

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 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

Certified Advisory Corp's MCD Position: Q2 2026 in Review

Certified Advisory Corp reduced its McDonald's (MCD) stake by 1.9% in Q2 2026, selling an estimated $7.46K and leaving 1,320 shares worth $357K. The position accounts for 0.03% of the portfolio, ranked #257.

Certified Advisory Corp first reported a position in MCD in Q4 2017 and has held it in 33 quarters since. The position peaked at $488K in Q1 2023. 1,229 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Certified Advisory Corp held 1,320 shares of McDonald's worth $357K as of Q2 2026.
  • Certified Advisory Corp sold 26 McDonald's shares in Q2 2026, an estimated $7.46K.
  • McDonald's made up 0.03% of Certified Advisory Corp's portfolio in Q2 2026, its #257 holding.
  • Certified Advisory Corp first reported a position in McDonald's in Q4 2017 and has held it in 33 quarters since.
  • Certified Advisory Corp's McDonald's position peaked at $488K in Q1 2023.
  • 1,229 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.