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Dynamic Advisor Solutions’s McDonald's MCD Stock Holding History

Dynamic Advisor Solutions’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 		$3.7M Sell
13,672
-1,917
-12% -$550K 0.1% 209
2026
Q1 		$4.84M Buy
15,589
+642
+4% +$205K 0.15% 155
2025
Q4 		$4.57M Sell
14,947
-1,983
-12% -$607K 0.15% 156
2025
Q3 		$5.14M Buy
16,930
+107
+0.6% +$32.6K 0.15% 161
2025
Q2 		$4.92M Buy
16,823
+76
+0.5% +$23.4K 0.15% 162
2025
Q1 		$5.23M Sell
16,747
-503
-3% -$150K 0.17% 143
2024
Q4 		$5M Sell
17,250
-1,560
-8% -$465K 0.22% 113
2024
Q3 		$5.73M Sell
18,810
-297
-2% -$81.9K 0.17% 149
2024
Q2 		$4.87M Sell
19,107
-3,000
-14% -$796K 0.15% 168
2024
Q1 		$6.23M Buy
22,107
+72
+0.3% +$20.9K 0.21% 128
2023
Q4 		$6.37M Buy
22,035
+2,208
+11% +$601K 0.24% 113
2023
Q3 		$5.22M Buy
19,827
+1,964
+11% +$560K 0.25% 112
2023
Q2 		$5.33M Sell
17,863
-2,193
-11% -$637K 0.28% 101
2023
Q1 		$5.61M Sell
20,056
-28
-0.1% -$7.5K 0.33% 81
2022
Q4 		$5.29M Sell
20,084
-3,810
-16% -$1.01M 0.36% 66
2022
Q3 		$5.51M Buy
23,894
+684
+3% +$175K 0.42% 53
2022
Q2 		$5.73M Sell
23,210
-1,113
-5% -$274K 0.44% 51
2022
Q1 		$6.01M Buy
24,323
+901
+4% +$224K 0.42% 49
2021
Q4 		$6.28M Buy
23,422
+2,626
+13% +$663K 0.45% 47
2021
Q3 		$5.01M Buy
20,796
+474
+2% +$113K 0.38% 60
2021
Q2 		$4.69M Buy
20,322
+3,696
+22% +$860K 0.37% 63
2021
Q1 		$3.73M Sell
16,626
-1,999
-11% -$428K 0.35% 69
2020
Q4 		$4M Buy
18,625
+6,405
+52% +$1.39M 0.37% 67
2020
Q3 		$2.68M Buy
12,220
+517
+4% +$106K 0.3% 92
2020
Q2 		$2.16M Buy
11,703
+158
+1% +$29K 0.29% 101
2020
Q1 		$1.91M Buy
11,545
+2,727
+31% +$537K 0.35% 81
2019
Q4 		$1.74M Buy
8,818
+151
+2% +$30K 0.24% 110
2019
Q3 		$1.86M Sell
8,667
-102
-1% -$21.9K 0.29% 89
2019
Q2 		$1.82M Buy
8,769
+1,141
+15% +$226K 0.29% 91
2019
Q1 		$1.45M Buy
7,628
+22
+0.3% +$3.99K 0.27% 95
2018
Q4 		$1.4M Sell
7,606
-294
-4% -$52.1K 0.3% 93
2018
Q3 		$1.32M Buy
7,900
+203
+3% +$32.5K 0.27% 109
2018
Q2 		$1.21M Buy
7,697
+1,328
+21% +$215K 0.27% 109
2018
Q1 		$996K Buy
6,369
+4,192
+193% +$690K 0.26% 117
2017
Q4 		$375K Sell
2,177
-114
-5% -$19.1K 0.12% 181
2017
Q3 		$359K Sell
2,291
-850
-27% -$133K 0.14% 167
2017
Q2 		$481K Buy
3,141
+1,071
+52% +$155K 0.19% 140
2017
Q1 		$268K Hold
2,070
– – 0.1% 176
2016
Q4 		$252K Sell
2,070
-91
-4% -$10.7K 0.1% 185
2016
Q3 		$249K Buy
2,161
+8
+0.4% +$948 0.09% 207
2016
Q2 		$259K Buy
2,153
+92
+4% +$11.5K 0.1% 181
2016
Q1 		$259K Sell
2,061
-32,890
-94% -$3.93M 0.11% 177
2015
Q4 		$4.13M Sell
34,951
-1,738
-5% -$194K 1.71% 11
2015
Q3 		$3.62M Buy
36,689
+2,100
+6% +$205K 1.82% 12
2015
Q2 		$3.29M Sell
34,589
-2,803
-7% -$271K 1.92% 7
2015
Q1 		$3.64M Buy
37,392
+5,327
+17% +$505K 1.83% 8
2014
Q4 		$3M Buy
+32,065
New +$3M 1.61% 15

Other funds holding MCD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Dynamic Advisor Solutions's MCD Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its McDonald's (MCD) stake by 12% in Q2 2026, selling an estimated $550K and leaving 13,672 shares worth $3.7M. The position accounts for 0.1% of the portfolio, ranked #209.

Dynamic Advisor Solutions first reported a position in MCD in Q4 2014 and has held it in 47 quarters since. The position peaked at $6.37M in Q4 2023. 621 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Dynamic Advisor Solutions held 13,672 shares of McDonald's worth $3.7M as of Q2 2026.
  • Dynamic Advisor Solutions sold 1,917 McDonald's shares in Q2 2026, an estimated $550K.
  • McDonald's made up 0.1% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #209 holding.
  • Dynamic Advisor Solutions first reported a position in McDonald's in Q4 2014 and has held it in 47 quarters since.
  • Dynamic Advisor Solutions's McDonald's position peaked at $6.37M in Q4 2023.
  • 621 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.