Independent Advisor Alliance’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 | $10.7M | Sell |
39,612
-348
| -0.9% | -$99.8K | 0.25% | 60 |
|
|
2026
Q1 | $12.4M | Sell |
39,960
-19,012
| -32% | -$6.06M | 0.13% | 142 |
|
|
2025
Q4 | $18M | Sell |
58,972
-95
| -0.2% | -$29.1K | 0.44% | 31 |
|
|
2025
Q3 | $17.9M | Sell |
59,067
-2,363
| -4% | -$719K | 0.47% | 31 |
|
|
2025
Q2 | $17.9M | Sell |
61,430
-4,156
| -6% | -$1.28M | 0.52% | 28 |
|
|
2025
Q1 | $20.5M | Sell |
65,586
-8,646
| -12% | -$2.59M | 0.68% | 25 |
|
|
2024
Q4 | $21.5M | Sell |
74,232
-649
| -0.9% | -$194K | 0.29% | 76 |
|
|
2024
Q3 | $22.8M | Sell |
74,881
-9,532
| -11% | -$2.63M | 0.83% | 22 |
|
|
2024
Q2 | $21.5M | Buy |
84,413
+434
| +0.5% | +$115K | 0.74% | 25 |
|
|
2024
Q1 | $23.7M | Sell |
83,979
-684
| -0.8% | -$199K | 0.85% | 23 |
|
|
2023
Q4 | $25.1M | Buy |
84,663
+3,167
| +4% | +$862K | 0.9% | 20 |
|
|
2023
Q3 | $21.5M | Buy |
81,496
+1,541
| +2% | +$440K | 0.97% | 21 |
|
|
2023
Q2 | $23.9M | Buy |
79,955
+2,285
| +3% | +$664K | 1.05% | 18 |
|
|
2023
Q1 | $21.7M | Buy |
77,670
+4,060
| +6% | +$1.09M | 1.05% | 19 |
|
|
2022
Q4 | $428K | Buy |
73,610
+3,979
| +6% | +$1.05M | 0.15% | 89 |
|
|
2022
Q3 | $16.1M | Sell |
69,631
-13,629
| -16% | -$3.48M | 0.94% | 20 |
|
|
2022
Q2 | $20.6M | Buy |
83,260
+1,716
| +2% | +$423K | 1.15% | 14 |
|
|
2022
Q1 | $20.2M | Buy |
81,544
+5,338
| +7% | +$1.33M | 0.97% | 17 |
|
|
2021
Q4 | $20.4M | Buy |
76,206
+1,135
| +2% | +$287K | 1.01% | 15 |
|
|
2021
Q3 | $18.1M | Buy |
75,071
+974
| +1% | +$232K | 1.01% | 18 |
|
|
2021
Q2 | $17.1M | Sell |
74,097
-4,901
| -6% | -$1.14M | 0.94% | 17 |
|
|
2021
Q1 | $17.7M | Buy |
78,998
+6,955
| +10% | +$1.49M | 1.05% | 14 |
|
|
2020
Q4 | $15.5M | Buy |
72,043
+2,715
| +4% | +$590K | 1.05% | 17 |
|
|
2020
Q3 | $15.2M | Buy |
69,328
+24,450
| +54% | +$5.02M | 1.15% | 12 |
|
|
2020
Q2 | $8.28M | Buy |
44,878
+2,384
| +6% | +$437K | 0.89% | 23 |
|
|
2020
Q1 | $7.03M | Sell |
42,494
-4,012
| -9% | -$790K | 1.02% | 20 |
|
|
2019
Q4 | $9.19M | Sell |
46,506
-2,328
| -5% | -$462K | 0.4% | 55 |
|
|
2019
Q3 | $10.4M | Buy |
48,834
+1,220
| +3% | +$262K | 1.27% | 19 |
|
|
2019
Q2 | $9.29M | Buy |
47,614
+6,663
| +16% | +$1.32M | 1.34% | 17 |
|
|
2019
Q1 | $7.78M | Buy |
40,951
+3,673
| +10% | +$667K | 1.09% | 21 |
|
|
2018
Q4 | $6.62M | Buy |
37,278
+18,233
| +96% | +$3.23M | 1.17% | 21 |
|
|
2018
Q3 | $3.09M | Buy |
19,045
+1,013
| +6% | +$162K | 0.56% | 40 |
|
|
2018
Q2 | $2.75M | Buy |
18,032
+1,049
| +6% | +$170K | 0.57% | 41 |
|
|
2018
Q1 | $2.68M | Buy |
16,983
+1,889
| +13% | +$311K | 0.6% | 39 |
|
|
2017
Q4 | $2.63M | Buy |
15,094
+1,650
| +12% | +$277K | 0.59% | 40 |
|
|
2017
Q3 | $2.15M | Buy |
13,444
+3,321
| +33% | +$521K | 0.59% | 42 |
|
|
2017
Q2 | $1.57M | Buy |
10,123
+2,677
| +36% | +$387K | 0.5% | 60 |
|
|
2017
Q1 | $971K | Buy |
7,446
+2,267
| +44% | +$284K | 0.15% | 165 |
|
|
2016
Q4 | $633K | Buy |
+5,179
| New | +$607K | 0.27% | 100 |
|
Other funds holding MCD
Independent Advisor Alliance's MCD Position: Q2 2026 in Review
Independent Advisor Alliance reduced its McDonald's (MCD) stake by 0.87% in Q2 2026, selling an estimated $99.8K and leaving 39,612 shares worth $10.7M. The position accounts for 0.25% of the portfolio, ranked #60.
Independent Advisor Alliance first reported a position in MCD in Q4 2016 and has held it in 39 quarters since. The position peaked at $25.1M in Q4 2023. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.
- Independent Advisor Alliance held 39,612 shares of McDonald's worth $10.7M as of Q2 2026.
- Independent Advisor Alliance sold 348 McDonald's shares in Q2 2026, an estimated $99.8K.
- McDonald's made up 0.25% of Independent Advisor Alliance's portfolio in Q2 2026, its #60 holding.
- Independent Advisor Alliance first reported a position in McDonald's in Q4 2016 and has held it in 39 quarters since.
- Independent Advisor Alliance's McDonald's position peaked at $25.1M in Q4 2023.
- 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.
Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.