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IFG Advisors’s McDonald's MCD Stock Holding History

IFG 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 		$359K Buy
1,327
+2
+0.2% +$573 0.05% 119
2026
Q1 		$412K Buy
1,325
+1
+0.1% +$319 0.07% 103
2025
Q4 		$405K Buy
1,324
+1
+0.1% +$306 0.07% 98
2025
Q3 		$402K Buy
1,323
+6
+0.5% +$1.83K 0.07% 98
2025
Q2 		$385K Buy
1,317
+291
+28% +$89.7K 0.06% 108
2025
Q1 		$320K Hold
1,026
– – 0.06% 115
2024
Q4 		$297K Buy
1,026
+10
+1% +$2.98K 0.06% 117
2024
Q3 		$309K Hold
1,016
– – 0.07% 109
2024
Q2 		$259K Hold
1,016
– – 0.06% 118
2024
Q1 		$286K Hold
1,016
– – 0.07% 107
2023
Q4 		$301K Sell
1,016
-32
-3% -$8.71K 0.09% 97
2023
Q3 		$276K Hold
1,048
– – 0.1% 95
2023
Q2 		$313K Buy
1,048
+32
+3% +$9.3K 0.11% 92
2023
Q1 		$284K Hold
1,016
– – 0.11% 95
2022
Q4 		$268K Sell
1,016
-6
-0.6% -$1.58K 0.12% 94
2022
Q3 		$236K Buy
1,022
+7
+0.7% +$1.79K 0.12% 96
2022
Q2 		$251K Sell
1,015
-100
-9% -$24.6K 0.13% 88
2022
Q1 		$276K Hold
1,115
– – 0.12% 91
2021
Q4 		$299K Buy
1,115
+2
+0.2% +$505 0.13% 85
2021
Q3 		$268K Buy
1,113
+2
+0.2% +$477 0.12% 85
2021
Q2 		$257K Buy
1,111
+106
+11% +$24.7K 0.12% 90
2021
Q1 		$225K Hold
1,005
– – 0.12% 86
2020
Q4 		$216K Hold
1,005
– – 0.13% 79
2020
Q3 		$221K Buy
+1,005
New +$206K 0.16% 80
2020
Q1 		– Sell
-1,071
Closed -$212K – 89
2019
Q4 		$212K Hold
1,071
– – 0.18% 63
2019
Q3 		$230K Buy
+1,071
New +$230K 0.21% 59

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

IFG Advisors's MCD Position: Q2 2026 in Review

IFG Advisors increased its McDonald's (MCD) stake by 0.15% in Q2 2026, buying an estimated $573 and bringing the position to 1,327 shares worth $359K. The position accounts for 0.05% of the portfolio, ranked #119.

IFG Advisors first reported a position in MCD in Q3 2019 and has held it in 26 quarters since. The position peaked at $412K in Q1 2026. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • IFG Advisors held 1,327 shares of McDonald's worth $359K as of Q2 2026.
  • IFG Advisors bought 2 McDonald's shares in Q2 2026, an estimated $573.
  • McDonald's made up 0.05% of IFG Advisors's portfolio in Q2 2026, its #119 holding.
  • IFG Advisors first reported a position in McDonald's in Q3 2019 and has held it in 26 quarters since.
  • IFG Advisors's McDonald's position peaked at $412K in Q1 2026.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on IFG Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.