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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
Q3 		$3.66M Sell
15,865
-337
-2% -$88.7K 1.03% 24
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

Investment Advisory Services's MCD Position: Q3 2026 in Review

Investment Advisory Services reduced its McDonald's (MCD) stake by 2.1% in Q3 2026, selling an estimated $88.7K and leaving 15,865 shares worth $3.66M. The position accounts for 1.03% of the portfolio, ranked #24.

Investment Advisory Services first reported a position in MCD in Q4 2019 and has held it in 27 quarters since. The position peaked at $5.92M in Q2 2023. 2,914 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Investment Advisory Services held 15,865 shares of McDonald's worth $3.66M as of Q3 2026.
  • Investment Advisory Services sold 337 McDonald's shares in Q3 2026, an estimated $88.7K.
  • McDonald's made up 1.03% of Investment Advisory Services's portfolio in Q3 2026, its #24 holding.
  • Investment Advisory Services first reported a position in McDonald's in Q4 2019 and has held it in 27 quarters since.
  • Investment Advisory Services's McDonald's position peaked at $5.92M in Q2 2023.
  • 2,914 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Investment Advisory Services's 13F filing for Q3 2026, filed 27 Oct 2026.