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

HBW 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 		$2.47M Sell
9,131
-77
-0.8% -$22.1K 0.22% 98
2026
Q1 		$2.86M Buy
9,208
+279
+3% +$88.9K 0.3% 79
2025
Q4 		$2.73M Sell
8,929
-3,013
-25% -$923K 0.3% 77
2025
Q3 		$3.63M Buy
11,942
+184
+2% +$56K 0.41% 58
2025
Q2 		$3.44M Sell
11,758
-421
-3% -$130K 0.42% 50
2025
Q1 		$3.8M Buy
12,179
+186
+2% +$55.6K 0.54% 36
2024
Q4 		$3.48M Sell
11,993
-80
-0.7% -$23.9K 0.36% 47
2024
Q3 		$3.68M Buy
12,073
+149
+1% +$41.1K 0.54% 44
2024
Q2 		$3.04M Buy
11,924
+2,177
+22% +$578K 0.5% 58
2024
Q1 		$2.89M Hold
9,747
– – 0.54% 53
2023
Q4 		$2.89M Sell
9,747
-309
-3% -$84.1K 0.54% 53
2023
Q3 		$2.65M Buy
10,056
+3,147
+46% +$898K 0.55% 53
2023
Q2 		$2.06M Buy
6,909
+23
+0.3% +$6.68K 0.45% 58
2023
Q1 		$1.93M Buy
6,886
+2,253
+49% +$604K 0.48% 58
2022
Q4 		$1.17M Sell
4,633
-1,977
-30% -$522K 0.31% 90
2022
Q3 		$1.52M Sell
6,610
-73
-1% -$18.7K 0.43% 69
2022
Q2 		$1.65M Buy
6,683
+2,655
+66% +$654K 0.43% 66
2022
Q1 		$996K Sell
4,028
-16,699
-81% -$4.16M 0.35% 84
2021
Q4 		$5.56M Buy
20,727
+1,038
+5% +$262K 1.29% 16
2021
Q3 		$4.75M Buy
19,689
+270
+1% +$64.4K 1.23% 16
2021
Q2 		$4.49M Buy
19,419
+1,584
+9% +$369K 1.18% 23
2021
Q1 		$4M Buy
17,835
+1,780
+11% +$381K 1.06% 29
2020
Q4 		$3.44M Buy
16,055
+1,123
+8% +$244K 1.05% 36
2020
Q3 		$3.28M Buy
14,932
+2,724
+22% +$559K 1.34% 19
2020
Q2 		$2.25M Buy
12,208
+562
+5% +$103K 1.05% 32
2020
Q1 		$1.96M Buy
11,646
+584
+5% +$115K 1.42% 26
2019
Q4 		$2.2M Buy
11,062
+970
+10% +$192K 1.29% 30
2019
Q3 		$2.16M Buy
+10,092
New +$2.16M 2.07% 14

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

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

HBW Advisory Services reduced its McDonald's (MCD) stake by 0.84% in Q2 2026, selling an estimated $22.1K and leaving 9,131 shares worth $2.47M. The position accounts for 0.22% of the portfolio, ranked #98.

HBW Advisory Services first reported a position in MCD in Q3 2019 and has held it in 28 quarters since. The position peaked at $5.56M in Q4 2021. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • HBW Advisory Services held 9,131 shares of McDonald's worth $2.47M as of Q2 2026.
  • HBW Advisory Services sold 77 McDonald's shares in Q2 2026, an estimated $22.1K.
  • McDonald's made up 0.22% of HBW Advisory Services's portfolio in Q2 2026, its #98 holding.
  • HBW Advisory Services first reported a position in McDonald's in Q3 2019 and has held it in 28 quarters since.
  • HBW Advisory Services's McDonald's position peaked at $5.56M in Q4 2021.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.