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Compass Ion Advisors’s McDonald's MCD Stock Holding History

Compass Ion Advisors’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 		$604K Buy
2,236
+79
+4% +$22.7K 0.05% 171
2026
Q1 		$670K Sell
2,157
-23
-1% -$7.33K 0.06% 151
2025
Q4 		$666K Buy
2,180
+212
+11% +$64.9K 0.06% 150
2025
Q3 		$598K Buy
1,968
+29
+1% +$8.83K 0.06% 162
2025
Q2 		$567K Buy
1,939
+5
+0.3% +$1.54K 0.06% 158
2025
Q1 		$604K Buy
1,934
+18
+0.9% +$5.38K 0.07% 152
2024
Q4 		$555K Buy
1,916
+220
+13% +$65.6K 0.07% 152
2024
Q3 		$516K Buy
1,696
+91
+6% +$25.1K 0.06% 162
2024
Q2 		$453K Hold
1,605
– – 0.06% 150
2024
Q1 		$453K Buy
1,605
+5
+0.3% +$1.45K 0.07% 151
2023
Q4 		$474K Buy
1,600
+4
+0.3% +$1.09K 0.07% 146
2023
Q3 		$421K Buy
1,596
+693
+77% +$198K 0.07% 150
2023
Q2 		$270K Buy
903
+17
+2% +$4.94K 0.07% 65
2023
Q1 		$248K Buy
886
+31
+4% +$8.3K 0.06% 66
2022
Q4 		$225K Sell
855
-21
-2% -$5.54K 0.06% 65
2022
Q3 		$202K Buy
876
+5
+0.6% +$1.28K 0.06% 71
2022
Q2 		$215K Buy
871
+5
+0.6% +$1.23K 0.06% 71
2022
Q1 		$214K Sell
866
-199
-19% -$49.6K 0.07% 84
2021
Q4 		$286K Buy
1,065
+5
+0.5% +$1.26K 0.09% 77
2021
Q3 		$256K Buy
1,060
+51
+5% +$12.2K 0.09% 75
2021
Q2 		$233K Sell
1,009
-260
-20% -$60.5K 0.09% 77
2021
Q1 		$284K Sell
1,269
-195
-13% -$41.7K 0.12% 69
2020
Q4 		$314K Sell
1,464
-308
-17% -$67K 0.12% 61
2020
Q3 		$389K Sell
1,772
-16
-0.9% -$3.29K 0.25% 45
2020
Q2 		$330K Buy
1,788
+57
+3% +$10.5K 0.29% 40
2020
Q1 		$286K Sell
1,731
-200
-10% -$39.4K 0.26% 38
2019
Q4 		$382K Buy
+1,931
New +$383K 0.2% 32

Other funds holding MCD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Compass Ion Advisors's MCD Position: Q2 2026 in Review

Compass Ion Advisors increased its McDonald's (MCD) stake by 3.7% in Q2 2026, buying an estimated $22.7K and bringing the position to 2,236 shares worth $604K. The position accounts for 0.05% of the portfolio, ranked #171.

Compass Ion Advisors first reported a position in MCD in Q4 2019 and has held it in 27 quarters since. The position peaked at $670K in Q1 2026. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Compass Ion Advisors held 2,236 shares of McDonald's worth $604K as of Q2 2026.
  • Compass Ion Advisors bought 79 McDonald's shares in Q2 2026, an estimated $22.7K.
  • McDonald's made up 0.05% of Compass Ion Advisors's portfolio in Q2 2026, its #171 holding.
  • Compass Ion Advisors first reported a position in McDonald's in Q4 2019 and has held it in 27 quarters since.
  • Compass Ion Advisors's McDonald's position peaked at $670K in Q1 2026.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Compass Ion Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.