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IFP Advisors’s McDonald's MCD Stock Holding History

IFP 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 		$8.72M Sell
32,263
-2,017
-6% -$578K 0.16% 140
2026
Q1 		$10.7M Buy
34,280
+4,229
+14% +$1.35M 0.22% 96
2025
Q4 		$9.18M Buy
30,051
+7,572
+34% +$2.32M 0.21% 98
2025
Q3 		$6.83M Buy
22,479
+630
+3% +$192K 0.18% 118
2025
Q2 		$6.57M Buy
21,849
+286
+1% +$88.2K 0.19% 114
2025
Q1 		$6.74M Sell
21,563
-7,360
-25% -$2.2M 0.21% 100
2024
Q4 		$8.39M Buy
28,923
+6,078
+27% +$1.81M 0.27% 69
2024
Q3 		$6.96M Buy
22,845
+8,483
+59% +$2.34M 0.25% 83
2024
Q2 		$3.66M Buy
14,362
+1,577
+12% +$418K 0.15% 144
2024
Q1 		$3.6M Buy
12,785
+429
+3% +$125K 0.16% 141
2023
Q4 		$3.66M Sell
12,356
-2,239
-15% -$609K 0.17% 117
2023
Q3 		$3.84M Sell
14,595
-2,975
-17% -$848K 0.17% 115
2023
Q2 		$5.24M Buy
17,570
+386
+2% +$112K 0.22% 93
2023
Q1 		$1.74M Sell
17,184
-9,881
-37% -$2.65M 0.08% 261
2022
Q4 		$2.8M Sell
27,065
-1,282
-5% -$338K 0.07% 281
2022
Q3 		$2.96M Buy
28,347
+1,369
+5% +$350K 0.08% 283
2022
Q2 		$2.8M Hold
26,978
– – 0.09% 262
2022
Q1 		$2.8M Buy
26,978
+12,507
+86% +$3.12M 0.09% 262
2021
Q4 		$3.89M Buy
14,471
+424
+3% +$107K 0.08% 156
2021
Q3 		$3.39M Sell
14,047
-2,745
-16% -$655K 0.07% 174
2021
Q2 		$3.87M Sell
16,792
-811
-5% -$189K 0.08% 146
2021
Q1 		$3.95M Sell
17,603
-815
-4% -$174K 0.08% 124
2020
Q4 		$3.96M Buy
18,418
+3,663
+25% +$797K 0.16% 101
2020
Q3 		$3.24M Buy
14,755
+558
+4% +$115K 0.19% 102
2020
Q2 		$2.59M Buy
14,197
+650
+5% +$119K 0.21% 103
2020
Q1 		$2.27M Buy
13,547
+1,156
+9% +$228K 0.23% 101
2019
Q4 		$2.46M Sell
12,391
-5,246
-30% -$1.04M 0.19% 129
2019
Q3 		$3.75M Buy
+17,637
New +$3.78M 0.25% 91
2019
Q1 		$1.74M Sell
9,175
-23,121
-72% -$4.2M 0.24% 94
2018
Q4 		$5.67M Sell
32,296
-10,939
-25% -$1.94M 0.35% 60
2018
Q3 		$7.23M Sell
43,235
-3,383
-7% -$542K 0.29% 70
2018
Q2 		$7.3M Sell
46,618
-2,785
-6% -$452K 0.31% 70
2018
Q1 		$8.5M Hold
49,403
– – 0.39% 52
2017
Q4 		$8.5M Sell
49,403
-14,405
-23% -$2.42M 0.39% 51
2017
Q3 		$10M Sell
63,808
-5,340
-8% -$837K 0.4% 47
2017
Q2 		$10.6M Sell
69,148
-5,627
-8% -$813K 0.45% 42
2017
Q1 		$9.69M Buy
74,775
+3,621
+5% +$454K 0.42% 44
2016
Q4 		$8.66M Buy
71,154
+3,134
+5% +$367K 0.42% 44
2016
Q3 		$7.85M Buy
68,020
+446
+0.7% +$52.9K 0.41% 48
2016
Q2 		$8.13M Buy
67,574
+58,399
+637% +$7.31M 0.45% 41
2016
Q1 		$1.74M Sell
9,175
-56,356
-86% -$6.73M 0.24% 94
2015
Q4 		$7.74M Buy
+65,531
New +$7.33M 0.52% 36

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
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 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

IFP Advisors's MCD Position: Q2 2026 in Review

IFP Advisors reduced its McDonald's (MCD) stake by 5.9% in Q2 2026, selling an estimated $578K and leaving 32,263 shares worth $8.72M. The position accounts for 0.16% of the portfolio, ranked #140.

IFP Advisors first reported a position in MCD in Q4 2015 and has held it in 42 quarters since. The position peaked at $10.7M in Q1 2026. 911 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • IFP Advisors held 32,263 shares of McDonald's worth $8.72M as of Q2 2026.
  • IFP Advisors sold 2,017 McDonald's shares in Q2 2026, an estimated $578K.
  • McDonald's made up 0.16% of IFP Advisors's portfolio in Q2 2026, its #140 holding.
  • IFP Advisors first reported a position in McDonald's in Q4 2015 and has held it in 42 quarters since.
  • IFP Advisors's McDonald's position peaked at $10.7M in Q1 2026.
  • 911 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.