Intellus Advisors’s McDonald's MCD Stock Holding History

Intellus 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	$730K	Sell	2,702 -78	-3%	-$22.4K	0.09%	65
2026 Q1	$864K	Sell	2,780 -230	-8%	-$73.3K	0.12%	54
2025 Q4	$920K	Buy	3,010 +2	+0.1%	+$613	0.12%	49
2025 Q3	$914K	Buy	3,008 +166	+6%	+$50.5K	0.13%	54
2025 Q2	$830K	Buy	2,842 +1	+0%	+$308	0.12%	55
2025 Q1	$887K	Sell	2,841 -171	-6%	-$51.1K	0.16%	50
2024 Q4	$873K	Buy	+3,012	New	+$898K	0.15%	52

Other funds holding MCD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Intellus Advisors's MCD Position: Q2 2026 in Review

Intellus Advisors reduced its McDonald's (MCD) stake by 2.8% in Q2 2026, selling an estimated $22.4K and leaving 2,702 shares worth $730K. The position accounts for 0.09% of the portfolio, ranked #65.

Intellus Advisors first reported a position in MCD in Q4 2024 and has held it in 7 quarters since. The position peaked at $920K in Q4 2025. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Intellus Advisors held 2,702 shares of McDonald's worth $730K as of Q2 2026.
Intellus Advisors sold 78 McDonald's shares in Q2 2026, an estimated $22.4K.
McDonald's made up 0.09% of Intellus Advisors's portfolio in Q2 2026, its #65 holding.
Intellus Advisors first reported a position in McDonald's in Q4 2024 and has held it in 7 quarters since.
Intellus Advisors's McDonald's position peaked at $920K in Q4 2025.
3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Intellus Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.