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

Holland 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 		$682K Buy
2,523
+27
+1% +$7.74K 0.75% 16
2026
Q1 		$776K Sell
2,496
-14
-0.6% -$4.46K 1.04% 14
2025
Q4 		$767K Buy
2,510
+1
+0% +$306 1.04% 12
2025
Q3 		$762K Buy
2,509
+1
+0% +$304 1.05% 11
2025
Q2 		$733K Hold
2,508
– – 1.07% 12
2025
Q1 		$783K Buy
2,508
+1
+0% +$299 1.19% 14
2024
Q4 		$727K Sell
2,507
-7
-0.3% -$2.09K 0.95% 14
2024
Q3 		$766K Buy
2,514
+1
+0% +$276 1% 13
2024
Q2 		$641K Hold
2,513
– – 0.79% 16
2024
Q1 		$708K Buy
2,513
+7
+0.3% +$2.04K 0.78% 15
2023
Q4 		$743K Buy
2,506
+13
+0.5% +$3.54K 0.85% 14
2023
Q3 		$657K Buy
2,493
+424
+20% +$121K 0.83% 12
2023
Q2 		$617K Hold
2,069
– – 0.79% 10
2023
Q1 		$578K Buy
2,069
+1
+0% +$268 0.68% 12
2022
Q4 		$545K Hold
2,068
– – 0.65% 12
2022
Q3 		$477K Sell
2,068
-241
-10% -$61.6K 0.59% 16
2022
Q2 		$570K Sell
2,309
-58
-2% -$14.3K 0.68% 17
2022
Q1 		$585K Buy
2,367
+1
+0% +$249 0.68% 21
2021
Q4 		$634K Buy
+2,366
New +$597K 0.73% 20

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

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

Holland Advisory Services increased its McDonald's (MCD) stake by 1.1% in Q2 2026, buying an estimated $7.74K and bringing the position to 2,523 shares worth $682K. The position accounts for 0.75% of the portfolio, ranked #16.

Holland Advisory Services first reported a position in MCD in Q4 2021 and has held it in 19 quarters since. The position peaked at $783K in Q1 2025. 806 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Holland Advisory Services held 2,523 shares of McDonald's worth $682K as of Q2 2026.
  • Holland Advisory Services bought 27 McDonald's shares in Q2 2026, an estimated $7.74K.
  • McDonald's made up 0.75% of Holland Advisory Services's portfolio in Q2 2026, its #16 holding.
  • Holland Advisory Services first reported a position in McDonald's in Q4 2021 and has held it in 19 quarters since.
  • Holland Advisory Services's McDonald's position peaked at $783K in Q1 2025.
  • 806 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

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