IAS
MCD icon

Investment Advisory Services’s McDonald's MCD Stock Holding History

Investment Advisory Services’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 		$4.38M Sell
16,202
-393
-2% -$113K 1.26% 19
2026
Q1 		$5.16M Sell
16,595
-605
-4% -$193K 1.64% 15
2025
Q4 		$5.26M Sell
17,200
-656
-4% -$201K 1.64% 16
2025
Q3 		$5.43M Sell
17,856
-240
-1% -$73K 1.71% 14
2025
Q2 		$5.29M Buy
18,096
+685
+4% +$211K 1.76% 12
2025
Q1 		$5.44M Sell
17,411
-191
-1% -$57.1K 1.97% 10
2024
Q4 		$5.1M Sell
17,602
-537
-3% -$160K 1.8% 11
2024
Q3 		$5.52M Sell
18,139
-381
-2% -$105K 1.95% 11
2024
Q2 		$4.72M Sell
18,520
-744
-4% -$197K 1.73% 11
2024
Q1 		$5.43M Sell
19,264
-483
-2% -$140K 1.99% 11
2023
Q4 		$5.86M Sell
19,747
-114
-0.6% -$31K 2.31% 9
2023
Q3 		$5.23M Buy
19,861
+32
+0.2% +$9.13K 2.25% 10
2023
Q2 		$5.92M Buy
19,829
+292
+1% +$84.8K 2.5% 10
2023
Q1 		$5.46M Buy
19,537
+105
+0.5% +$28.1K 2.69% 8
2022
Q4 		$5.14M Buy
19,432
+296
+2% +$78.1K 2.64% 11
2022
Q3 		$4.42M Buy
19,136
+91
+0.5% +$23.3K 2.64% 10
2022
Q2 		$4.7M Sell
19,045
-459
-2% -$113K 2.72% 9
2022
Q1 		$4.82M Buy
19,504
+41
+0.2% +$10.2K 2.69% 7
2021
Q4 		$5.22M Buy
19,463
+548
+3% +$138K 2.85% 7
2021
Q3 		$4.56M Buy
18,915
+14
+0.1% +$3.34K 2.79% 6
2021
Q2 		$4.37M Buy
+18,901
New +$4.4M 2.7% 6
2020
Q4 		$4.09M Buy
19,074
+174
+0.9% +$37.8K 2.86% 6
2020
Q3 		$4.15M Buy
18,900
+98
+0.5% +$20.1K 3.28% 6
2020
Q2 		$3.47M Buy
18,802
+162
+0.9% +$29.7K 2.96% 7
2020
Q1 		$3.08M Buy
18,640
+142
+0.8% +$28K 3.3% 7
2019
Q4 		$3.68M Buy
+18,498
New +$3.67M 3.31% 6

Other funds holding MCD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Investment Advisory Services's MCD Position: Q2 2026 in Review

Investment Advisory Services reduced its McDonald's (MCD) stake by 2.4% in Q2 2026, selling an estimated $113K and leaving 16,202 shares worth $4.38M. The position accounts for 1.26% of the portfolio, ranked #19.

Investment Advisory Services first reported a position in MCD in Q4 2019 and has held it in 26 quarters since. The position peaked at $5.92M in Q2 2023. 1,157 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Investment Advisory Services held 16,202 shares of McDonald's worth $4.38M as of Q2 2026.
  • Investment Advisory Services sold 393 McDonald's shares in Q2 2026, an estimated $113K.
  • McDonald's made up 1.26% of Investment Advisory Services's portfolio in Q2 2026, its #19 holding.
  • Investment Advisory Services first reported a position in McDonald's in Q4 2019 and has held it in 26 quarters since.
  • Investment Advisory Services's McDonald's position peaked at $5.92M in Q2 2023.
  • 1,157 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Investment Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.