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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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return

Independent Advisor Alliance's MCD Position: Q1 2026 in Review

Independent Advisor Alliance reduced its McDonald's (MCD) stake by 32% in Q1 2026, selling an estimated $6.06M and leaving 39,960 shares worth $12.4M. The position accounts for 0.13% of the portfolio, ranked #142.

Independent Advisor Alliance first reported a position in MCD in Q4 2016 and has held it in 38 quarters since. The position peaked at $25.1M in Q4 2023. 3,575 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Independent Advisor Alliance held 39,960 shares of McDonald's worth $12.4M as of Q1 2026.
  • Independent Advisor Alliance sold 19,012 McDonald's shares in Q1 2026, an estimated $6.06M.
  • McDonald's made up 0.13% of Independent Advisor Alliance's portfolio in Q1 2026, its #142 holding.
  • Independent Advisor Alliance first reported a position in McDonald's in Q4 2016 and has held it in 38 quarters since.
  • Independent Advisor Alliance's McDonald's position peaked at $25.1M in Q4 2023.
  • 3,575 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.