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Checchi Capital Advisers’s McDonald's MCD Stock Holding History

Checchi Capital 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
Q2 		$2.23M Sell
8,268
-618
-7% -$177K 0.1% 129
2026
Q1 		$2.76M Buy
8,886
+159
+2% +$50.7K 0.14% 109
2025
Q4 		$2.67M Sell
8,727
-116
-1% -$35.5K 0.14% 105
2025
Q3 		$2.69M Sell
8,843
-883
-9% -$269K 0.14% 104
2025
Q2 		$2.84M Sell
9,726
-309
-3% -$95.3K 0.16% 102
2025
Q1 		$3.13M Buy
10,035
+149
+2% +$44.6K 0.17% 101
2024
Q4 		$2.87M Buy
9,886
+148
+2% +$44.1K 0.17% 100
2024
Q3 		$2.97M Buy
9,738
+102
+1% +$28.1K 0.17% 96
2024
Q2 		$2.46M Sell
9,636
-795
-8% -$211K 0.12% 100
2024
Q1 		$2.94M Buy
10,431
+15
+0.1% +$4.36K 0.23% 91
2023
Q4 		$3.09M Buy
10,416
+42
+0.4% +$11.4K 0.25% 87
2023
Q3 		$2.73M Buy
10,374
+669
+7% +$191K 0.25% 86
2023
Q2 		$2.9M Sell
9,705
-40
-0.4% -$11.6K 0.26% 82
2023
Q1 		$2.72M Sell
9,745
-244
-2% -$65.4K 0.26% 81
2022
Q4 		$2.63M Sell
9,989
-819
-8% -$216K 0.27% 79
2022
Q3 		$2.49M Buy
10,808
+49
+0.5% +$12.5K 0.23% 91
2022
Q2 		$2.83M Buy
10,759
+1,803
+20% +$444K 0.25% 81
2022
Q1 		$2.21M Buy
8,956
+531
+6% +$132K 0.19% 85
2021
Q4 		$2.26M Buy
8,425
+94
+1% +$23.7K 0.2% 85
2021
Q3 		$2.01M Buy
8,331
+64
+0.8% +$15.3K 0.2% 87
2021
Q2 		$1.91M Sell
8,267
-222
-3% -$51.7K 0.19% 98
2021
Q1 		$1.9M Sell
8,489
-199
-2% -$42.6K 0.19% 93
2020
Q4 		$1.86M Sell
8,688
-431
-5% -$93.7K 0.19% 92
2020
Q3 		$2M Sell
9,119
-173
-2% -$35.5K 0.22% 74
2020
Q2 		$1.71M Buy
9,292
+389
+4% +$71.3K 0.2% 79
2020
Q1 		$1.47M Sell
8,903
-320
-3% -$63K 0.14% 78
2019
Q4 		$1.82M Buy
9,223
+60
+0.7% +$11.9K 0.24% 71
2019
Q3 		$1.97M Sell
9,163
-241
-3% -$51.7K 0.26% 66
2019
Q2 		$1.95M Buy
9,404
+498
+6% +$98.6K 0.25% 63
2019
Q1 		$1.69M Sell
8,906
-511
-5% -$92.7K 0.2% 70
2018
Q4 		$1.67M Sell
9,417
-1,418
-13% -$251K 0.22% 66
2018
Q3 		$1.81M Buy
10,835
+27
+0.2% +$4.33K 0.21% 69
2018
Q2 		$1.69M Sell
10,808
-113
-1% -$18.3K 0.21% 67
2018
Q1 		$1.71M Buy
10,921
+379
+4% +$62.4K 0.23% 66
2017
Q4 		$1.81M Buy
10,542
+1,120
+12% +$188K 0.24% 67
2017
Q3 		$1.48M Sell
9,422
-442
-4% -$69.3K 0.15% 71
2017
Q2 		$1.51M Sell
9,864
-1,209
-11% -$175K 0.16% 70
2017
Q1 		$1.44M Buy
11,073
+692
+7% +$86.8K 0.17% 72
2016
Q4 		$1.26M Buy
10,381
+125
+1% +$14.7K 0.17% 74
2016
Q3 		$1.18M Buy
10,256
+163
+2% +$19.3K 0.13% 78
2016
Q2 		$1.22M Buy
10,093
+194
+2% +$24.3K 0.14% 74
2016
Q1 		$1.24M Sell
9,899
-812
-8% -$97K 0.28% 71
2015
Q4 		$1.26M Buy
10,711
+1,437
+15% +$161K 0.32% 65
2015
Q3 		$914K Buy
9,274
+626
+7% +$61K 0.25% 78
2015
Q2 		$822K Sell
8,648
-274
-3% -$26.5K 0.22% 89
2015
Q1 		$869K Buy
8,922
+2,414
+37% +$229K 0.26% 84
2014
Q4 		$610K Sell
6,508
-2,361
-27% -$221K 0.23% 96
2014
Q3 		$841K Buy
8,869
+2,124
+31% +$203K 0.35% 62
2014
Q2 		$679K Buy
6,745
+1,630
+32% +$165K 0.31% 70
2014
Q1 		$501K Buy
5,115
+1,948
+62% +$186K 0.31% 67
2013
Q4 		$307K Buy
+3,167
New +$304K 0.24% 87

Other funds holding MCD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Checchi Capital Advisers's MCD Position: Q2 2026 in Review

Checchi Capital Advisers reduced its McDonald's (MCD) stake by 7% in Q2 2026, selling an estimated $177K and leaving 8,268 shares worth $2.23M. The position accounts for 0.1% of the portfolio, ranked #129.

Checchi Capital Advisers first reported a position in MCD in Q4 2013 and has held it in 51 quarters since. The position peaked at $3.13M in Q1 2025. 2,441 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Checchi Capital Advisers held 8,268 shares of McDonald's worth $2.23M as of Q2 2026.
  • Checchi Capital Advisers sold 618 McDonald's shares in Q2 2026, an estimated $177K.
  • McDonald's made up 0.1% of Checchi Capital Advisers's portfolio in Q2 2026, its #129 holding.
  • Checchi Capital Advisers first reported a position in McDonald's in Q4 2013 and has held it in 51 quarters since.
  • Checchi Capital Advisers's McDonald's position peaked at $3.13M in Q1 2025.
  • 2,441 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Checchi Capital Advisers's 13F filing for Q2 2026, filed 4 Aug 2026.