FIA
MCD icon

Foundations Investment Advisors’s McDonald's MCD Stock Holding History

Foundations Investment 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 		$6.9M Buy
25,522
+3,155
+14% +$905K 0.07% 210
2026
Q1 		$6.95M Sell
22,367
-4,069
-15% -$1.3M 0.09% 180
2025
Q4 		$8.08M Buy
26,436
+1,345
+5% +$412K 0.11% 167
2025
Q3 		$7.62M Sell
25,091
-952
-4% -$290K 0.11% 159
2025
Q2 		$7.61M Buy
26,043
+2,064
+9% +$636K 0.12% 152
2025
Q1 		$7.49M Sell
23,979
-8,035
-25% -$2.4M 0.14% 148
2024
Q4 		$9.28M Buy
32,014
+237
+0.7% +$70.7K 0.18% 113
2024
Q3 		$9.68M Buy
31,777
+19,011
+149% +$5.24M 0.2% 101
2024
Q2 		$3.25M Buy
12,766
+856
+7% +$227K 0.08% 190
2024
Q1 		$3.36M Sell
11,910
-141
-1% -$41K 0.09% 181
2023
Q4 		$3.59M Buy
12,051
+527
+5% +$143K 0.1% 156
2023
Q3 		$3.04M Buy
11,524
+3,434
+42% +$979K 0.09% 167
2023
Q2 		$2.41M Buy
8,090
+1,908
+31% +$554K 0.08% 175
2023
Q1 		$1.73M Buy
6,182
+1,381
+29% +$370K 0.06% 183
2022
Q4 		$1.27M Buy
4,801
+712
+17% +$188K 0.05% 183
2022
Q3 		$943K Buy
4,089
+178
+5% +$45.5K 0.04% 179
2022
Q2 		$983K Buy
3,911
+799
+26% +$197K 0.04% 146
2022
Q1 		$780K Buy
3,112
+27
+0.9% +$6.73K 0.03% 146
2021
Q4 		$805K Buy
3,085
+355
+13% +$89.6K 0.03% 144
2021
Q3 		$669K Buy
2,730
+330
+14% +$78.8K 0.03% 145
2021
Q2 		$566K Sell
2,400
-250
-9% -$58.2K 0.03% 153
2021
Q1 		$616K Buy
2,650
+274
+12% +$58.6K 0.04% 120
2020
Q4 		$513K Buy
2,376
+391
+20% +$85K 0.03% 116
2020
Q3 		$442K Buy
1,985
+366
+23% +$75.1K 0.1% 117
2020
Q2 		$297K Buy
1,619
+167
+12% +$30.6K 0.03% 140
2020
Q1 		$230K Buy
1,452
+451
+45% +$88.9K 0.03% 104
2019
Q4 		$202K Sell
1,001
-74
-7% -$14.7K 0.02% 125
2019
Q3 		$226K Buy
+1,075
New +$230K 0.03% 120

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 $3.38T AUM 44.17% 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

Foundations Investment Advisors's MCD Position: Q2 2026 in Review

Foundations Investment Advisors increased its McDonald's (MCD) stake by 14% in Q2 2026, buying an estimated $905K and bringing the position to 25,522 shares worth $6.9M. The position accounts for 0.07% of the portfolio, ranked #210.

Foundations Investment Advisors first reported a position in MCD in Q3 2019 and has held it in 28 quarters since. The position peaked at $9.68M in Q3 2024. 3,480 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Foundations Investment Advisors held 25,522 shares of McDonald's worth $6.9M as of Q2 2026.
  • Foundations Investment Advisors bought 3,155 McDonald's shares in Q2 2026, an estimated $905K.
  • McDonald's made up 0.07% of Foundations Investment Advisors's portfolio in Q2 2026, its #210 holding.
  • Foundations Investment Advisors first reported a position in McDonald's in Q3 2019 and has held it in 28 quarters since.
  • Foundations Investment Advisors's McDonald's position peaked at $9.68M in Q3 2024.
  • 3,480 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.