Joel Adams & Associates’s McDonald's MCD Stock Holding History

Joel Adams & Associates’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	$231K	Hold	855	–	–	0.15%	64
2026 Q1	$266K	Sell	855 -18	-2%	-$5.73K	0.2%	58
2025 Q4	$267K	Sell	873 -20	-2%	-$6.13K	0.2%	57
2025 Q3	$271K	Hold	893	–	–	0.22%	58
2025 Q2	$261K	Sell	893 -40	-4%	-$12.3K	0.23%	51
2025 Q1	$291K	Buy	933 +243	+35%	+$72.7K	0.26%	46
2024 Q4	$200K	Buy	+690	New	+$206K	0.18%	57

Other funds holding MCD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Joel Adams & Associates's MCD Position: Q2 2026 in Review

Joel Adams & Associates held its McDonald's (MCD) position steady in Q2 2026 at 855 shares worth $231K. The position accounts for 0.15% of the portfolio, ranked #64.

Joel Adams & Associates first reported a position in MCD in Q4 2024 and has held it in 7 quarters since. The position peaked at $291K in Q1 2025. 3,480 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Joel Adams & Associates held 855 shares of McDonald's worth $231K as of Q2 2026.
Joel Adams & Associates left its McDonald's share count unchanged in Q2 2026.
McDonald's made up 0.15% of Joel Adams & Associates's portfolio in Q2 2026, its #64 holding.
Joel Adams & Associates first reported a position in McDonald's in Q4 2024 and has held it in 7 quarters since.
Joel Adams & Associates's McDonald's position peaked at $291K in Q1 2025.
3,480 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Joel Adams & Associates's 13F filing for Q2 2026, filed 6 Aug 2026.