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IAM Advisory’s McDonald's MCD Stock Holding History

IAM Advisory’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 		$591K Sell
2,185
-484
-18% -$139K 0.12% 73
2026
Q1 		$830K Buy
2,669
+15
+0.6% +$4.78K 0.19% 67
2025
Q4 		$811K Buy
2,654
+16
+0.6% +$4.9K 0.18% 65
2025
Q3 		$802K Buy
2,638
+15
+0.6% +$4.57K 0.18% 65
2025
Q2 		$766K Buy
2,623
+15
+0.6% +$4.62K 0.18% 63
2025
Q1 		$815K Buy
2,608
+16
+0.6% +$4.79K 0.21% 63
2024
Q4 		$752K Buy
2,592
+15
+0.6% +$4.47K 0.19% 66
2024
Q3 		$785K Buy
2,577
+14
+0.5% +$3.86K 0.2% 65
2024
Q2 		$653K Buy
2,563
+17
+0.7% +$4.51K 0.18% 64
2024
Q1 		$718K Buy
2,546
+15
+0.6% +$4.36K 0.2% 63
2023
Q4 		$750K Buy
2,531
+14
+0.6% +$3.81K 0.24% 56
2023
Q3 		$663K Buy
2,517
+14
+0.6% +$3.99K 0.23% 55
2023
Q2 		$747K Buy
2,503
+13
+0.5% +$3.78K 0.25% 51
2023
Q1 		$696K Buy
2,490
+14
+0.6% +$3.75K 0.24% 57
2022
Q4 		$653K Sell
2,476
-230
-8% -$60.7K 0.24% 55
2022
Q3 		$624K Buy
2,706
+18
+0.7% +$4.6K 0.26% 53
2022
Q2 		$664K Buy
2,688
+12
+0.4% +$2.96K 0.27% 49
2022
Q1 		$662K Buy
2,676
+16
+0.6% +$3.99K 0.27% 54
2021
Q4 		$703K Buy
2,660
+14
+0.5% +$3.54K 0.28% 51
2021
Q3 		$652K Buy
+2,646
New +$632K 0.28% 55
2021
Q2 		– Sell
-2,621
Closed -$617K – 74
2021
Q1 		$617K Buy
2,621
+15
+0.6% +$3.21K 0.27% 51
2020
Q4 		$544K Buy
+2,606
New +$567K 0.27% 49

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

IAM Advisory's MCD Position: Q2 2026 in Review

IAM Advisory reduced its McDonald's (MCD) stake by 18% in Q2 2026, selling an estimated $139K and leaving 2,185 shares worth $591K. The position accounts for 0.12% of the portfolio, ranked #73.

IAM Advisory first reported a position in MCD in Q4 2020 and has held it in 22 quarters since. The position peaked at $830K in Q1 2026. 3,459 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • IAM Advisory held 2,185 shares of McDonald's worth $591K as of Q2 2026.
  • IAM Advisory sold 484 McDonald's shares in Q2 2026, an estimated $139K.
  • McDonald's made up 0.12% of IAM Advisory's portfolio in Q2 2026, its #73 holding.
  • IAM Advisory first reported a position in McDonald's in Q4 2020 and has held it in 22 quarters since.
  • IAM Advisory's McDonald's position peaked at $830K in Q1 2026.
  • 3,459 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on IAM Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.