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Garden State Investment Advisory Services’s McDonald's MCD Stock Holding History

Garden State Investment 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
Q2 		$243K Sell
900
-161
-15% -$46.2K 0.04% 285
2026
Q1 		$332K Sell
1,061
-76
-7% -$24.2K 0.07% 210
2025
Q4 		$350K Sell
1,137
-40
-3% -$12.3K 0.08% 205
2025
Q3 		$358K Sell
1,177
-26
-2% -$7.91K 0.08% 204
2025
Q2 		$353K Sell
1,203
-66
-5% -$20.3K 0.09% 199
2025
Q1 		$399K Sell
1,269
-18
-1% -$5.38K 0.13% 146
2024
Q4 		$375K Sell
1,287
-6
-0.5% -$1.79K 0.11% 153
2024
Q3 		$395K Buy
1,293
+49
+4% +$13.5K 0.13% 141
2024
Q2 		$318K Buy
1,244
+28
+2% +$7.43K 0.11% 161
2024
Q1 		$342K Sell
1,216
-129
-10% -$37.5K 0.13% 153
2023
Q4 		$399K Buy
1,345
+118
+10% +$32.1K 0.16% 125
2023
Q3 		$323K Buy
1,227
+88
+8% +$25.1K 0.15% 131
2023
Q2 		$340K Sell
1,139
-110
-9% -$32K 0.13% 128
2023
Q1 		$349K Sell
1,249
-7
-0.6% -$1.88K 0.15% 118
2022
Q4 		$331K Buy
+1,256
New +$331K 0.2% 119

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 $3.37T AUM 44.26% 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

Garden State Investment Advisory Services's MCD Position: Q2 2026 in Review

Garden State Investment Advisory Services reduced its McDonald's (MCD) stake by 15% in Q2 2026, selling an estimated $46.2K and leaving 900 shares worth $243K. The position accounts for 0.04% of the portfolio, ranked #285.

Garden State Investment Advisory Services first reported a position in MCD in Q4 2022 and has held it in 15 quarters since. The position peaked at $399K in Q4 2023. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Garden State Investment Advisory Services held 900 shares of McDonald's worth $243K as of Q2 2026.
  • Garden State Investment Advisory Services sold 161 McDonald's shares in Q2 2026, an estimated $46.2K.
  • McDonald's made up 0.04% of Garden State Investment Advisory Services's portfolio in Q2 2026, its #285 holding.
  • Garden State Investment Advisory Services first reported a position in McDonald's in Q4 2022 and has held it in 15 quarters since.
  • Garden State Investment Advisory Services's McDonald's position peaked at $399K in Q4 2023.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Garden State Investment Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.