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Continuum Advisory’s McDonald's MCD Stock Holding History

Continuum Advisory’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 		$1.27M Sell
4,102
-59
-1% -$18.8K 0.12% 160
2025
Q4 		$1.27M Buy
4,161
+321
+8% +$98.3K 0.13% 153
2025
Q3 		$1.17M Sell
3,840
-403
-9% -$123K 0.12% 155
2025
Q2 		$1.24M Buy
4,243
+423
+11% +$130K 0.15% 140
2025
Q1 		$1.19M Sell
3,820
-268
-7% -$80.2K 0.15% 132
2024
Q4 		$1.19M Buy
4,088
+19
+0.5% +$5.67K 0.15% 134
2024
Q3 		$1.21M Sell
4,069
-47
-1% -$13K 0.16% 141
2024
Q2 		$1.05M Buy
4,116
+90
+2% +$23.9K 0.15% 144
2024
Q1 		$1.08M Sell
4,026
-758
-16% -$220K 0.16% 143
2023
Q4 		$1.42M Sell
4,784
-22,057
-82% -$6M 0.2% 126
2023
Q3 		$1.3M Buy
26,841
+66
+0.2% +$18.8K 0.21% 133
2023
Q2 		$1.45M Buy
26,775
+61
+0.2% +$17.7K 0.23% 119
2023
Q1 		$1.34M Buy
26,714
+59
+0.2% +$15.8K 0.23% 122
2022
Q4 		$1.25M Sell
26,655
-109
-0.4% -$28.8K 0.23% 132
2022
Q3 		$1.12M Sell
26,764
-412
-2% -$105K 0.2% 138
2022
Q2 		$1.3M Sell
27,176
-96
-0.4% -$23.6K 0.24% 122
2022
Q1 		$1.34M Buy
27,272
+1,845
+7% +$460K 0.25% 107
2021
Q4 		$941K Sell
25,427
-335
-1% -$84.6K 0.21% 111
2021
Q3 		$929K Buy
25,762
+22,216
+627% +$5.3M 0.25% 96
2021
Q2 		$819K Buy
3,546
+2,461
+227% +$573K 0.25% 96
2021
Q1 		$251K Buy
1,085
+50
+5% +$10.7K 0.1% 152
2020
Q4 		$222K Buy
1,035
+47
+5% +$10.2K 0.1% 146
2020
Q3 		$217K Buy
+988
New +$203K 0.12% 134
2018
Q1 		– Sell
-1,936
Closed -$333K – 160
2017
Q4 		$333K Buy
1,936
+222
+13% +$37.3K 0.26% 111
2017
Q3 		$269K Buy
1,714
+175
+11% +$27.4K 0.24% 115
2017
Q2 		$236K Buy
+1,539
New +$222K 0.23% 121

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 $147M AUM 25.76% 1-Year Est. Return

Continuum Advisory's MCD Position: Q1 2026 in Review

Continuum Advisory reduced its McDonald's (MCD) stake by 1.4% in Q1 2026, selling an estimated $18.8K and leaving 4,102 shares worth $1.27M. The position accounts for 0.12% of the portfolio, ranked #160.

Continuum Advisory first reported a position in MCD in Q2 2017 and has held it in 26 quarters since. The position peaked at $1.45M in Q2 2023. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Continuum Advisory held 4,102 shares of McDonald's worth $1.27M as of Q1 2026.
  • Continuum Advisory sold 59 McDonald's shares in Q1 2026, an estimated $18.8K.
  • McDonald's made up 0.12% of Continuum Advisory's portfolio in Q1 2026, its #160 holding.
  • Continuum Advisory first reported a position in McDonald's in Q2 2017 and has held it in 26 quarters since.
  • Continuum Advisory's McDonald's position peaked at $1.45M in Q2 2023.
  • 3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Continuum Advisory's 13F filing for Q1 2026, filed 22 Apr 2026.