JNBA Financial Advisors’s McDonald's MCD Stock Holding History

JNBA Financial 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	$1.39M	Buy	5,155 +492	+11%	+$141K	0.11%	82
2026 Q1	$1.45M	Sell	4,663 -278	-6%	-$88.6K	0.12%	73
2025 Q4	$1.51M	Sell	4,941 -17	-0.3%	-$5.21K	0.13%	72
2025 Q3	$1.51M	Hold	4,958	–	–	0.14%	74
2025 Q2	$1.45M	Sell	4,958 -29	-0.6%	-$8.94K	0.14%	75
2025 Q1	$1.56M	Sell	4,987 -115	-2%	-$34.4K	0.16%	69
2024 Q4	$1.48M	Sell	5,102 -204	-4%	-$60.8K	0.15%	71
2024 Q3	$1.62M	Sell	5,306 -29	-0.5%	-$7.99K	0.16%	70
2024 Q2	$1.36M	Hold	5,335	–	–	0.14%	77
2024 Q1	$1.5M	Hold	5,335	–	–	0.16%	77
2023 Q4	$1.58M	Sell	5,335 -112	-2%	-$30.5K	0.18%	75
2023 Q3	$1.43M	Sell	5,447 -54	-1%	-$15.4K	0.18%	76
2023 Q2	$1.64M	Sell	5,501 -140	-2%	-$40.7K	0.2%	71
2023 Q1	$1.58M	Sell	5,641 -72	-1%	-$19.3K	0.21%	74
2022 Q4	$1.51M	Sell	5,713 -547	-9%	-$144K	0.21%	74
2022 Q3	$1.44M	Sell	6,260 -144	-2%	-$36.8K	0.22%	70
2022 Q2	$1.58M	Sell	6,404 -97	-1%	-$23.9K	0.24%	66
2022 Q1	$1.61M	Sell	6,501 -641	-9%	-$160K	0.21%	72
2021 Q4	$1.91M	Sell	7,142 -56	-0.8%	-$14.1K	0.23%	68
2021 Q3	$1.74M	Hold	7,198	–	–	0.23%	69
2021 Q2	$1.66M	Buy	7,198 +158	+2%	+$36.8K	0.23%	69
2021 Q1	$1.58M	Buy	7,040 +333	+5%	+$71.2K	0.23%	68
2020 Q4	$1.44M	Buy	6,707 +147	+2%	+$32K	0.24%	65
2020 Q3	$1.44M	Sell	6,560 -2	-0%	-$411	0.29%	60
2020 Q2	$1.21M	Hold	6,562	–	–	0.26%	64
2020 Q1	$1.08M	Buy	6,562 +12	+0.2%	+$2.36K	0.26%	60
2019 Q4	$1.29M	Hold	6,550	–	–	0.25%	59
2019 Q3	$1.41M	Sell	6,550 -222	-3%	-$47.6K	0.29%	54
2019 Q2	$1.41M	Buy	6,772 +100	+1%	+$19.8K	0.29%	52
2019 Q1	$1.27M	Sell	6,672 -13	-0.2%	-$2.36K	0.27%	49
2018 Q4	$1.19M	Sell	6,685 -17,212	-72%	-$3.05M	0.27%	48
2018 Q3	$4M	Buy	23,897 +17,225	+258%	+$2.76M	1.79%	16
2018 Q2	$1.04M	Sell	6,672 -150	-2%	-$24.3K	0.22%	54
2018 Q1	$1.07M	Hold	6,822	–	–	0.23%	51
2017 Q4	$1.17M	Hold	6,822	–	–	0.25%	45
2017 Q3	$1.07M	Buy	6,822 +290	+4%	+$45.5K	0.24%	44
2017 Q2	$1M	Hold	6,532	–	–	0.23%	44
2017 Q1	$847K	Sell	6,532 -34	-0.5%	-$4.27K	0.2%	52
2016 Q4	$799K	Buy	6,566 +2,826	+76%	+$331K	0.19%	52
2016 Q3	$431K	Sell	3,740 -2,726	-42%	-$323K	0.06%	109
2016 Q2	$778K	Sell	6,466 -2,030	-24%	-$254K	0.22%	45
2016 Q1	$1.07M	Buy	8,496 +86	+1%	+$10.3K	0.38%	34
2015 Q4	$994K	Buy	8,410 +357	+4%	+$39.9K	0.38%	32
2015 Q3	$793K	Sell	8,053 -670	-8%	-$65.3K	0.34%	36
2015 Q2	$829K	Hold	8,723	–	–	0.31%	37
2015 Q1	$850K	Sell	8,723 -88	-1%	-$8.35K	0.33%	36
2014 Q4	$826K	Buy	8,811 +452	+5%	+$42.3K	0.33%	39
2014 Q3	$792K	Buy	8,359 +422	+5%	+$40.2K	0.36%	38
2014 Q2	$800K	Buy	7,937 +1,200	+18%	+$121K	0.39%	39
2014 Q1	$660K	Sell	6,737 -629	-9%	-$60.1K	0.35%	39
2013 Q4	$715K	Buy	7,366 +50	+0.7%	+$4.8K	0.39%	40
2013 Q3	$704K	Sell	7,316 -51	-0.7%	-$4.98K	0.44%	35
2013 Q2	$729K	Buy	+7,367	New	+$738K	0.5%	34

Other funds holding MCD

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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

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 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

JNBA Financial Advisors's MCD Position: Q2 2026 in Review

JNBA Financial Advisors increased its McDonald's (MCD) stake by 11% in Q2 2026, buying an estimated $141K and bringing the position to 5,155 shares worth $1.39M. The position accounts for 0.11% of the portfolio, ranked #82.

JNBA Financial Advisors first reported a position in MCD in Q2 2013 and has held it in 53 quarters since. The position peaked at $4M in Q3 2018. 1,273 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

JNBA Financial Advisors held 5,155 shares of McDonald's worth $1.39M as of Q2 2026.
JNBA Financial Advisors bought 492 McDonald's shares in Q2 2026, an estimated $141K.
McDonald's made up 0.11% of JNBA Financial Advisors's portfolio in Q2 2026, its #82 holding.
JNBA Financial Advisors first reported a position in McDonald's in Q2 2013 and has held it in 53 quarters since.
JNBA Financial Advisors's McDonald's position peaked at $4M in Q3 2018.
1,273 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.