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J.W. Cole Advisors’s McDonald's MCD Stock Holding History

J.W. Cole 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 		$9.94M Buy
+36,770
New +$10.5M 0.17% 123
2026
Q1 		– Sell
-37,836
Closed -$9.06M – 1194
2025
Q4 		$9.06M Sell
37,836
-2,236
-6% -$685K 0.22% 93
2025
Q3 		$12.2M Buy
40,072
+1,888
+5% +$575K 0.23% 76
2025
Q2 		$11.2M Buy
38,184
+9,241
+32% +$2.85M 0.24% 79
2025
Q1 		$9.04M Buy
28,943
+3,333
+13% +$997K 0.28% 65
2024
Q4 		$7.42M Buy
25,610
+160
+0.6% +$47.7K 0.3% 65
2024
Q3 		$7.75M Buy
25,450
+1,853
+8% +$511K 0.32% 58
2024
Q2 		$6.01M Buy
23,597
+3,534
+18% +$938K 0.28% 69
2024
Q1 		$5.65M Buy
20,063
+1,319
+7% +$384K 0.29% 76
2023
Q4 		$5.56M Buy
18,744
+2,203
+13% +$600K 0.33% 70
2023
Q3 		$4.36M Sell
16,541
-128
-0.8% -$36.5K 0.32% 73
2023
Q2 		$4.97M Sell
16,669
-874
-5% -$254K 0.35% 59
2023
Q1 		$4.91M Buy
17,543
+672
+4% +$180K 0.35% 63
2022
Q4 		$4.45M Sell
16,871
-345
-2% -$91K 0.34% 72
2022
Q3 		$3.97M Sell
17,216
-25
-0.1% -$6.39K 0.33% 68
2022
Q2 		$4.26M Buy
17,241
+291
+2% +$71.7K 0.34% 63
2022
Q1 		$4.19M Sell
16,950
-172
-1% -$42.8K 0.28% 80
2021
Q4 		$4.59M Sell
17,122
-66
-0.4% -$16.7K 0.3% 76
2021
Q3 		$4.14M Buy
17,188
+2,630
+18% +$628K 0.3% 59
2021
Q2 		$3.36M Sell
14,558
-527
-3% -$123K 0.26% 92
2021
Q1 		$3.38M Sell
15,085
-1,584
-10% -$339K 0.33% 73
2020
Q4 		$3.58M Sell
16,669
-11,579
-41% -$2.52M 0.37% 60
2020
Q3 		$6.2M Buy
28,248
+11,781
+72% +$2.42M 0.48% 38
2020
Q2 		$3.04M Buy
+16,467
New +$3.02M 0.46% 59
2020
Q1 		– Sell
-12,519
Closed -$2.47M – 345
2019
Q4 		$2.47M Buy
+12,519
New +$2.48M 0.31% 88

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

J.W. Cole Advisors's MCD Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in McDonald's (MCD) in Q2 2026: 36,770 shares worth $9.94M. The stake represents 0.17% of the portfolio and ranks #123 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in MCD as recently as Q4 2025.

J.W. Cole Advisors first reported a position in MCD in Q4 2019 and has held it in 25 quarters since. The position peaked at $12.2M in Q3 2025. 1,157 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • J.W. Cole Advisors held 36,770 shares of McDonald's worth $9.94M as of Q2 2026.
  • McDonald's was a new J.W. Cole Advisors position in Q2 2026.
  • McDonald's made up 0.17% of J.W. Cole Advisors's portfolio in Q2 2026, its #123 holding.
  • J.W. Cole Advisors first reported a position in McDonald's in Q4 2019 and has held it in 25 quarters since.
  • J.W. Cole Advisors's McDonald's position peaked at $12.2M in Q3 2025.
  • 1,157 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.