Cetera Investment Advisers
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Cetera Investment Advisers’s McDonald's MCD Stock Holding History

Cetera Investment Advisers’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
Q1 		$143M Buy
459,267
+10,662
+2% +$3.4M 0.15% 119
2025
Q4 		$137M Buy
448,605
+13,991
+3% +$4.29M 0.15% 117
2025
Q3 		$132M Buy
434,614
+113,815
+35% +$34.6M 0.15% 112
2025
Q2 		$93.7M Buy
320,799
+11,210
+4% +$3.46M 0.16% 124
2025
Q1 		$96.7M Buy
309,589
+16,071
+5% +$4.81M 0.19% 100
2024
Q4 		$85.1M Buy
293,518
+11,759
+4% +$3.51M 0.18% 114
2024
Q3 		$85.8M Buy
281,759
+12,043
+4% +$3.32M 0.19% 105
2024
Q2 		$68.7M Sell
269,716
-12,769
-5% -$3.39M 0.16% 125
2024
Q1 		$79.6M Buy
282,485
+217,337
+334% +$63.2M 0.19% 108
2023
Q4 		$19.3M Buy
65,148
+788
+1% +$214K 0.16% 129
2023
Q3 		$17M Buy
64,360
+676
+1% +$193K 0.15% 137
2023
Q2 		$19M Buy
63,684
+744
+1% +$216K 0.16% 123
2023
Q1 		$17.6M Buy
62,940
+721
+1% +$193K 0.15% 127
2022
Q4 		$16.4M Buy
62,219
+24,470
+65% +$6.46M 0.15% 130
2022
Q3 		$8.71M Sell
37,749
-10,954
-22% -$2.8M 0.17% 122
2022
Q2 		$12M Buy
48,703
+3,073
+7% +$757K 0.19% 106
2022
Q1 		$11.3M Sell
45,630
-406
-0.9% -$101K 0.16% 132
2021
Q4 		$12.3M Buy
46,036
+4,119
+10% +$1.04M 0.18% 125
2021
Q3 		$10.1M Sell
41,917
-471
-1% -$112K 0.16% 140
2021
Q2 		$9.79M Buy
42,388
+1,679
+4% +$391K 0.16% 147
2021
Q1 		$9.13M Sell
40,709
-1,254
-3% -$268K 0.18% 118
2020
Q4 		$9M Buy
41,963
+26,279
+168% +$5.71M 0.18% 124
2020
Q3 		$3.44M Buy
15,684
+52
+0.3% +$10.7K 0.28% 89
2020
Q2 		$2.88M Buy
15,632
+1,118
+8% +$205K 0.27% 98
2020
Q1 		$2.4M Sell
14,514
-884
-6% -$174K 0.29% 90
2019
Q4 		$3.05M Buy
15,398
+155
+1% +$30.7K 0.31% 87
2019
Q3 		$3.28M Buy
15,243
+146
+1% +$31.3K 0.4% 64
2019
Q2 		$3.13M Buy
15,097
+1,879
+14% +$372K 0.4% 64
2019
Q1 		$2.51M Buy
13,218
+147
+1% +$26.7K 0.35% 78
2018
Q4 		$2.32M Sell
13,071
-175
-1% -$31K 0.38% 74
2018
Q3 		$2.22M Buy
13,246
+1,164
+10% +$187K 0.32% 83
2018
Q2 		$1.9M Buy
12,082
+1,681
+16% +$273K 0.33% 78
2018
Q1 		$1.63M Sell
10,401
-724
-7% -$119K 0.31% 87
2017
Q4 		$1.91M Sell
11,125
-28
-0.3% -$4.7K 0.35% 78
2017
Q3 		$1.75M Buy
11,153
+903
+9% +$142K 0.39% 66
2017
Q2 		$1.57M Buy
10,250
+929
+10% +$134K 0.39% 72
2017
Q1 		$1.21M Sell
9,321
-839
-8% -$105K 0.33% 88
2016
Q4 		$1.23M Buy
10,160
+5,775
+132% +$677K 0.41% 69
2016
Q3 		$511K Sell
4,385
-6,440
-59% -$763K 0.22% 128
2016
Q2 		$1.3M Buy
10,825
+436
+4% +$54.6K 0.51% 52
2016
Q1 		$1.31M Buy
10,389
+449
+5% +$53.7K 0.57% 47
2015
Q4 		$1.17M Buy
+9,940
New +$1.11M 0.54% 51

Other funds holding MCD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Cetera Investment Advisers's MCD Position: Q1 2026 in Review

Cetera Investment Advisers increased its McDonald's (MCD) stake by 2.4% in Q1 2026, buying an estimated $3.4M and bringing the position to 459,267 shares worth $143M. The position accounts for 0.15% of the portfolio, ranked #119.

Cetera Investment Advisers first reported a position in MCD in Q4 2015 and has held it in 42 quarters since. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Cetera Investment Advisers held 459,267 shares of McDonald's worth $143M as of Q1 2026.
  • Cetera Investment Advisers bought 10,662 McDonald's shares in Q1 2026, an estimated $3.4M.
  • McDonald's made up 0.15% of Cetera Investment Advisers's portfolio in Q1 2026, its #119 holding.
  • Cetera Investment Advisers first reported a position in McDonald's in Q4 2015 and has held it in 42 quarters since.
  • 3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.