Certified Advisory Corp’s McDonald's MCD Stock Holding History
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
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. 3,465 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.
- 3,465 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.