Diversify Advisory Services’s McDonald's MCD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$9.14M Buy
33,754
+32,585
+2,787% +$9.34M 0.15% 142
2026
Q1
$339K Sell
1,169
-9,727
-89% -$3.1M 0.05% 154
2025
Q4
$3.35M Sell
10,896
-97
-0.9% -$29.7K 0.11% 147
2025
Q3
$3.26M Sell
10,993
-1,533
-12% -$467K 0.11% 145
2025
Q2
$3.78M Buy
12,526
+4,846
+63% +$1.49M 0.14% 109
2025
Q1
$2.42M Buy
7,680
+822
+12% +$246K 0.15% 106
2024
Q4
$1.94M Sell
6,858
-3,959
-37% -$1.18M 0.11% 139
2024
Q3
$3.4M Sell
10,817
-2,187
-17% -$603K 0.18% 101
2024
Q2
$3.2M Sell
13,004
-1,782
-12% -$473K 0.18% 104
2024
Q1
$4.14M Buy
+14,786
New +$4.3M 0.24% 87

Other funds holding MCD

Diversify Advisory Services's MCD Position: Q2 2026 in Review

Diversify Advisory Services increased its McDonald's (MCD) stake by 2,787% in Q2 2026, buying an estimated $9.34M and bringing the position to 33,754 shares worth $9.14M. The position accounts for 0.15% of the portfolio, ranked #142.

Diversify Advisory Services first reported a position in MCD in Q1 2024 and has held it in 10 quarters since. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Diversify Advisory Services held 33,754 shares of McDonald's worth $9.14M as of Q2 2026.
  • Diversify Advisory Services bought 32,585 McDonald's shares in Q2 2026, an estimated $9.34M.
  • McDonald's made up 0.15% of Diversify Advisory Services's portfolio in Q2 2026, its #142 holding.
  • Diversify Advisory Services first reported a position in McDonald's in Q1 2024 and has held it in 10 quarters since.
  • 3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.