Columbia Advisory Partners’s McDonald's MCD Stock Holding History

Columbia Advisory Partners’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	$236K	Buy	874 +3	+0.3%	+$860	0.13%	89
2026 Q1	$271K	Buy	871 +8	+0.9%	+$2.55K	0.17%	78
2025 Q4	$264K	Sell	863 -38	-4%	-$11.6K	0.18%	71
2025 Q3	$274K	Buy	901 +4	+0.4%	+$1.22K	0.19%	67
2025 Q2	$262K	Buy	897 +21	+2%	+$6.47K	0.2%	65
2025 Q1	$274K	Buy	+876	New	+$262K	0.24%	56
2023 Q4	–	Sell	-1,481	Closed	-$390K	–	68
2023 Q3	$390K	Hold	1,481	–	–	0.43%	38
2023 Q2	$442K	Sell	1,481 -24	-2%	-$6.97K	0.47%	32
2023 Q1	$421K	Hold	1,505	–	–	0.4%	37
2022 Q4	$397K	Buy	+1,505	New	+$397K	0.38%	36

Other funds holding MCD

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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Columbia Advisory Partners's MCD Position: Q2 2026 in Review

Columbia Advisory Partners increased its McDonald's (MCD) stake by 0.34% in Q2 2026, buying an estimated $860 and bringing the position to 874 shares worth $236K. The position accounts for 0.13% of the portfolio, ranked #89.

Columbia Advisory Partners first reported a position in MCD in Q4 2022 and has held it in 10 quarters since. The position peaked at $442K in Q2 2023. 1,392 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Columbia Advisory Partners held 874 shares of McDonald's worth $236K as of Q2 2026.
Columbia Advisory Partners bought 3 McDonald's shares in Q2 2026, an estimated $860.
McDonald's made up 0.13% of Columbia Advisory Partners's portfolio in Q2 2026, its #89 holding.
Columbia Advisory Partners first reported a position in McDonald's in Q4 2022 and has held it in 10 quarters since.
Columbia Advisory Partners's McDonald's position peaked at $442K in Q2 2023.
1,392 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Columbia Advisory Partners's 13F filing for Q2 2026, filed 23 Jul 2026.