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

Diversify Advisory Services’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	$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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Diversify Advisory Services's MCD Position: Q1 2026 in Review

Diversify Advisory Services reduced its McDonald's (MCD) stake by 89% in Q1 2026, selling an estimated $3.1M and leaving 1,169 shares worth $339K. The position accounts for 0.05% of the portfolio, ranked #154.

Diversify Advisory Services first reported a position in MCD in Q1 2024 and has held it in 9 quarters since. The position peaked at $4.14M in Q1 2024. 3,564 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Diversify Advisory Services held 1,169 shares of McDonald's worth $339K as of Q1 2026.
Diversify Advisory Services sold 9,727 McDonald's shares in Q1 2026, an estimated $3.1M.
McDonald's made up 0.05% of Diversify Advisory Services's portfolio in Q1 2026, its #154 holding.
Diversify Advisory Services first reported a position in McDonald's in Q1 2024 and has held it in 9 quarters since.
Diversify Advisory Services's McDonald's position peaked at $4.14M in Q1 2024.
3,564 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.