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Independent Advisor Alliance’s McDonald's MCD Stock Holding History

Independent Advisor Alliance’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
2021
Q1 		– Sell
-5
Closed -$2K – 630
2020
Q4 		$2K Buy
+5
New +$1.09K ﹤0.01% 564

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 $3.38T AUM 44.17% 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

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. 3,480 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.
  • 3,480 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.