IMA Advisory Services’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $167K | Buy |
616
+300
| +95% | +$86K | 0.01% | 346 |
|
|
2026
Q1 | $98.2K | Hold |
316
| – | – | 0.01% | 214 |
|
|
2025
Q4 | $96.6K | Buy |
316
+24
| +8% | +$7.35K | 0.01% | 212 |
|
|
2025
Q3 | $88.7K | Buy |
292
+100
| +52% | +$30.4K | 0.01% | 200 |
|
|
2025
Q2 | $56.1K | Buy |
192
+13
| +7% | +$4.01K | 0.01% | 223 |
|
|
2025
Q1 | $55.9K | Buy |
+179
| New | +$53.5K | 0.01% | 227 |
|
|
2024
Q4 | – | Sell |
-179
| Closed | -$54.5K | – | 235 |
|
|
2024
Q3 | $54.5K | Buy |
+179
| New | +$49.3K | 0.01% | 179 |
|
|
2023
Q4 | – | Sell |
-213
| Closed | -$56.1K | – | 188 |
|
|
2023
Q3 | $56.1K | Hold |
213
| – | – | 0.01% | 176 |
|
|
2023
Q2 | $63.6K | Buy |
213
+118
| +124% | +$34.3K | 0.02% | 169 |
|
|
2023
Q1 | $26.6K | Sell |
95
-288
| -75% | -$77.2K | 0.01% | 201 |
|
|
2022
Q4 | $101K | Sell |
383
-17
| -4% | -$4.49K | 0.03% | 159 |
|
|
2022
Q3 | $92K | Buy |
400
+1
| +0.3% | +$256 | 0.02% | 163 |
|
|
2022
Q2 | $99K | Sell |
399
-138
| -26% | -$34K | 0.02% | 168 |
|
|
2022
Q1 | $133K | Buy |
537
+1
| +0.2% | +$249 | 0.03% | 136 |
|
|
2021
Q4 | $144K | Buy |
536
+1
| +0.2% | +$252 | 0.03% | 139 |
|
|
2021
Q3 | $129K | Buy |
535
+1
| +0.2% | +$239 | 0.03% | 137 |
|
|
2021
Q2 | $123K | Buy |
534
+1
| +0.2% | +$233 | 0.03% | 138 |
|
|
2021
Q1 | $119K | Buy |
533
+1
| +0.2% | +$214 | 0.03% | 133 |
|
|
2020
Q4 | $114K | Sell |
532
-83
| -13% | -$18K | 0.03% | 127 |
|
|
2020
Q3 | $135K | Buy |
615
+1
| +0.2% | +$205 | 0.05% | 126 |
|
|
2020
Q2 | $113K | Buy |
614
+1
| +0.2% | +$183 | 0.04% | 128 |
|
|
2020
Q1 | $101K | Buy |
613
+2
| +0.3% | +$394 | 0.04% | 125 |
|
|
2019
Q4 | $121K | Buy |
611
+1
| +0.2% | +$198 | 0.04% | 121 |
|
|
2019
Q3 | $131K | Buy |
610
+1
| +0.2% | +$214 | 0.05% | 121 |
|
|
2019
Q2 | $126K | Buy |
609
+113
| +23% | +$22.4K | 0.05% | 123 |
|
|
2019
Q1 | $94K | Buy |
496
+1
| +0.2% | +$181 | 0.04% | 133 |
|
|
2018
Q4 | $88K | Buy |
495
+1
| +0.2% | +$177 | 0.04% | 138 |
|
|
2018
Q3 | $83K | Sell |
494
-23
| -4% | -$3.69K | 0.03% | 138 |
|
|
2018
Q2 | $81K | Buy |
+517
| New | +$83.8K | 0.03% | 144 |
|
|
2015
Q3 | – | Sell |
-1,232
| Closed | -$117K | – | 150 |
|
|
2015
Q2 | $117K | Buy |
+1,232
| New | +$119K | 0.06% | 175 |
|
|
2015
Q1 | – | Sell |
-8,287
| Closed | -$776K | – | 152 |
|
|
2014
Q4 | $776K | Sell |
8,287
-230
| -3% | -$21.5K | 0.4% | 67 |
|
|
2014
Q3 | $807K | Buy |
8,517
+370
| +5% | +$35.3K | 0.38% | 74 |
|
|
2014
Q2 | $821K | Sell |
8,147
-600
| -7% | -$60.6K | 0.38% | 77 |
|
|
2014
Q1 | $857K | Sell |
8,747
-1,410
| -14% | -$135K | 0.4% | 77 |
|
|
2013
Q4 | $986K | Buy |
10,157
+5
| +0% | +$480 | 0.47% | 67 |
|
|
2013
Q3 | $977K | Sell |
10,152
-200
| -2% | -$19.5K | 0.48% | 67 |
|
|
2013
Q2 | $1.02M | Buy |
+10,352
| New | +$1.04M | 0.56% | 58 |
|
Other funds holding MCD
IMA Advisory Services's MCD Position: Q2 2026 in Review
IMA Advisory Services increased its McDonald's (MCD) stake by 95% in Q2 2026, buying an estimated $86K and bringing the position to 616 shares worth $167K. The position accounts for 0.01% of the portfolio, ranked #346.
IMA Advisory Services first reported a position in MCD in Q2 2013 and has held it in 37 quarters since. The position peaked at $1.02M in Q2 2013. 3,442 funds tracked by Wall St. Rank hold MCD as of Q2 2026.
- IMA Advisory Services held 616 shares of McDonald's worth $167K as of Q2 2026.
- IMA Advisory Services bought 300 McDonald's shares in Q2 2026, an estimated $86K.
- McDonald's made up 0.01% of IMA Advisory Services's portfolio in Q2 2026, its #346 holding.
- IMA Advisory Services first reported a position in McDonald's in Q2 2013 and has held it in 37 quarters since.
- IMA Advisory Services's McDonald's position peaked at $1.02M in Q2 2013.
- 3,442 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.
Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.