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Investment Research & Advisory Group’s McDonald's MCD Stock Holding History

Investment Research & Advisory Group’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 		$32.2K Sell
119
-407
-77% -$117K 0.01% 166
2026
Q1 		$173K Sell
526
-148
-22% -$47.1K 0.06% 78
2025
Q4 		$211K Buy
674
+71
+12% +$21.7K 0.07% 75
2025
Q3 		$188K Buy
603
+4
+0.7% +$1.22K 0.06% 75
2025
Q2 		$175K Buy
599
+455
+316% +$140K 0.07% 72
2025
Q1 		$44.9K Buy
144
+105
+269% +$31.4K 0.02% 114
2024
Q4 		$11.2K Buy
39
+1
+3% +$298 ﹤0.01% 154
2024
Q3 		$11.7K Hold
38
– – ﹤0.01% 150
2024
Q2 		$9.77K Buy
38
+13
+52% +$3.45K ﹤0.01% 151
2024
Q1 		$6.91K Buy
25
+1
+4% +$291 ﹤0.01% 161
2023
Q4 		$7.22K Hold
24
– – ﹤0.01% 156
2023
Q3 		$6.38K Hold
24
– – ﹤0.01% 161
2023
Q2 		$11 Buy
24
+1
+4% +$291 ﹤0.01% 222
2023
Q1 		$6.7K Hold
23
– – ﹤0.01% 154
2022
Q4 		$6.28K Hold
23
– – ﹤0.01% 150
2022
Q3 		$5K Sell
23
-1
-4% -$256 ﹤0.01% 158
2022
Q2 		$6K Sell
24
-8,145
-100% -$2.01M ﹤0.01% 157
2022
Q1 		$2.02M Sell
8,169
-281
-3% -$70K 1.27% 23
2021
Q4 		$2.27M Sell
8,450
-74
-0.9% -$18.7K 1.37% 22
2021
Q3 		$2.06M Buy
8,524
+148
+2% +$35.3K 1.35% 23
2021
Q2 		$1.94M Buy
8,376
+10
+0.1% +$2.33K 1.28% 24
2021
Q1 		$1.88M Buy
8,366
+48
+0.6% +$10.3K 1.38% 23
2020
Q4 		$1.78M Buy
8,318
+416
+5% +$90.5K 1.32% 24
2020
Q3 		$1.73M Sell
7,902
-255
-3% -$52.4K 1.44% 23
2020
Q2 		$1.49M Buy
8,157
+5,785
+244% +$1.06M 1.34% 26
2020
Q1 		$392K Buy
2,372
+2,117
+830% +$417K 0.36% 36
2019
Q4 		$50K Buy
+255
New +$50.6K 0.05% 101

Other funds holding MCD

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
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Investment Research & Advisory Group's MCD Position: Q2 2026 in Review

Investment Research & Advisory Group reduced its McDonald's (MCD) stake by 77% in Q2 2026, selling an estimated $117K and leaving 119 shares worth $32.2K. The position accounts for 0.01% of the portfolio, ranked #166.

Investment Research & Advisory Group first reported a position in MCD in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.27M in Q4 2021. 1,441 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Investment Research & Advisory Group held 119 shares of McDonald's worth $32.2K as of Q2 2026.
  • Investment Research & Advisory Group sold 407 McDonald's shares in Q2 2026, an estimated $117K.
  • McDonald's made up 0.01% of Investment Research & Advisory Group's portfolio in Q2 2026, its #166 holding.
  • Investment Research & Advisory Group first reported a position in McDonald's in Q4 2019 and has held it in 27 quarters since.
  • Investment Research & Advisory Group's McDonald's position peaked at $2.27M in Q4 2021.
  • 1,441 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.