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Investor's Fiduciary Advisor Network’s McDonald's MCD Stock Holding History

Investor's Fiduciary Advisor Network’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 		$530K Sell
1,962
-127
-6% -$36.4K 0.18% 118
2026
Q1 		$649K Sell
2,089
-28
-1% -$8.92K 0.2% 130
2025
Q4 		$647K Buy
2,117
+57
+3% +$17.5K 0.14% 149
2025
Q3 		$625K Buy
2,060
+11
+0.5% +$3.35K 0.21% 115
2025
Q2 		$598K Buy
2,049
+1,191
+139% +$367K 0.22% 114
2025
Q1 		$268K Sell
858
-1,050
-55% -$314K 0.13% 145
2024
Q4 		$553K Buy
+1,908
New +$569K 0.21% 113

Other funds holding MCD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Investor's Fiduciary Advisor Network's MCD Position: Q2 2026 in Review

Investor's Fiduciary Advisor Network reduced its McDonald's (MCD) stake by 6.1% in Q2 2026, selling an estimated $36.4K and leaving 1,962 shares worth $530K. The position accounts for 0.18% of the portfolio, ranked #118.

Investor's Fiduciary Advisor Network first reported a position in MCD in Q4 2024 and has held it in 7 quarters since. The position peaked at $649K in Q1 2026. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Investor's Fiduciary Advisor Network held 1,962 shares of McDonald's worth $530K as of Q2 2026.
  • Investor's Fiduciary Advisor Network sold 127 McDonald's shares in Q2 2026, an estimated $36.4K.
  • McDonald's made up 0.18% of Investor's Fiduciary Advisor Network's portfolio in Q2 2026, its #118 holding.
  • Investor's Fiduciary Advisor Network first reported a position in McDonald's in Q4 2024 and has held it in 7 quarters since.
  • Investor's Fiduciary Advisor Network's McDonald's position peaked at $649K in Q1 2026.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Investor's Fiduciary Advisor Network's 13F filing for Q2 2026, filed 13 Aug 2026.